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253 hedge funds and large institutions have $2B invested in Calix in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

15% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 81

5% more funds holding

Funds holding: 241253 (+12)

0.39% less ownership

Funds ownership: 86.77%86.37% (-0.39%)

10% less capital invested

Capital invested by funds: $2.21B → $2B (-$217M)

84% less call options, than puts

Call options by funds: $7.28M | Put options by funds: $44.9M

Holders
253
Holders Change
+12
Holders Change %
+4.98%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
93
Reduced
81
Closed
33
Calls
$7.28M
Puts
$44.9M
Net Calls
-$37.6M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$2.09K -$176 -5 -8%
BOJHT
227
Bank of Jackson Hole Trust
Wyoming
$1.95K +$1.97K +56 New
PA
228
Parallel Advisors
California
$1.92K -$352 -10 -15%
BCMLT
229
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.78K
CFD
230
Creative Financial Designs
Indiana
$1.57K +$1.58K +45 New
IA
231
IFP Advisors
Florida
$1.43K -$176 -5 -14%
FFO
232
Fortitude Family Office
Arizona
$1.4K
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$1.34K
CTC
234
Central Trust Company
Missouri
$1.29K +$35 +1 +3%
HWP
235
Highline Wealth Partners
California
$1.29K
JWA
236
JFS Wealth Advisors
Pennsylvania
$1.01K +$352 +10 +53%
MSG
237
Main Street Group
Virginia
$942
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$941
PFBT
239
Parkside Financial Bank & Trust
Missouri
$838 +$422 +12 +100%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$767 -$458 -13 -37%
SPIA
241
Steward Partners Investment Advisory
New York
$732 -$880 -25 -54%
LFG
242
Larson Financial Group
Missouri
$488
SS
243
SBI Securities
Japan
$453 +$458 +13 New
BF
244
BOK Financial
Oklahoma
$290 +$282 +8 New
AWM
245
Abound Wealth Management
Tennessee
$279
DPW
246
DiNuzzo Private Wealth
Pennsylvania
$210
SIC
247
SJS Investment Consulting
Ohio
$175 -$35 -1 -17%
KBFS
248
Kohmann Bosshard Financial Services
Ohio
$174 +$176 +5 New
EWA
249
EverSource Wealth Advisors
Alabama
$139 +$141 +4 New
HNB
250
Huntington National Bank
Ohio
$35 -$211 -6 -86%

CALX Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2024, worth a combined $2B — down 9.8% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CALX positions and 33 closed out — a net gain of 13 holders — while 93 added to existing stakes and 81 trimmed.

The largest buyer was Millennium Management, adding an estimated $31.3M. The largest seller was AllianceBernstein, cutting an estimated $106M.

  • 253 institutional investors held Calix (CALX) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $2B of Calix stock for Q4 2024, down 9.8% quarter-over-quarter.
  • 46 funds opened new Calix positions in Q4 2024 and 33 closed out, a net change of +13 holders.
  • The largest Calix buyer in Q4 2024 was Millennium Management, an estimated $31.3M added.
  • The largest Calix seller in Q4 2024 was AllianceBernstein, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.