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Calix
CALX

Overview Fund Activity

260 hedge funds and large institutions have $1.91B invested in Calix in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 90 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
45
Increased
99
Reduced
90
Closed
44
Calls
$7.53M
Puts
$3.72M
Net Calls
+$3.81M
Net Calls Change
-$18.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$363M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M
3
TI
3
Trigran Investments
Illinois
$28.2M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$68.4M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$20.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.71M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.69M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$22M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$4.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
251
Versant Capital Management
Arizona
$464 -$232 -7 -33%
Toronto Dominion Bank
252
Toronto Dominion Bank
Ontario, Canada
$398 – – –
LFG
253
Larson Financial Group
Missouri
$332 – – –
PFBT
254
Parkside Financial Bank & Trust
Missouri
$332 +$332 +10 New
AWM
255
Abound Wealth Management
Tennessee
$266 +$266 +8 New
SIC
256
SJS Investment Consulting
Ohio
$199 -$66 -2 -25%
DPW
257
DiNuzzo Private Wealth
Pennsylvania
$166 – – –
RIL
258
Rothschild Investment LLC
Illinois
$166 +$166 +5 New
TWP
259
TFO Wealth Partners
Ohio
$33 -$231 -7 -88%
HNB
260
Huntington National Bank
Ohio
$33 – – –
Norges Bank
261
Norges Bank
Norway
– -$26.5M -606,152 Closed
WMSA
262
Weiss Multi-Strategy Advisers
New York
– -$7.43M -170,144 Closed
ACM
263
Atika Capital Management
New York
– -$5.02M -115,000 Closed
DFCM
264
Dark Forest Capital Management
Puerto Rico
– -$4.54M -103,829 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
265
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.53M -103,600 Closed
Retirement Systems of Alabama
266
Retirement Systems of Alabama
Alabama
– -$3.21M -73,420 Closed
RI
267
Redwood Investments
Massachusetts
– -$2.77M -63,304 Closed
Connor, Clark & Lunn Investment Management (CC&L)
268
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.12M -48,495 Closed
CCIA
269
Campbell & Co Investment Adviser
Maryland
– -$1.83M -41,854 Closed
MF
270
Magnetar Financial
Illinois
– -$1.41M -32,313 Closed
JFG
271
Jefferies Financial Group
New York
– -$1.03M -23,591 Closed
Truist Financial
272
Truist Financial
North Carolina
– -$963K -22,052 Closed
HF
273
HRT Financial
New York
– -$955K -21,859 Closed
JCIA
274
Jackson Creek Investment Advisors
Colorado
– -$884K -20,240 Closed
TC
275
TwinBeech Capital
New York
– -$747K -17,100 Closed
9 10
11
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