Calix
CALX
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.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+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: 241 → 253 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$31.3M |
| 2 |
BlackRock
New York
|
+$18.7M |
| 3 |
HP
Harvey Partners
Tarrytown,
New York
|
+$15M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$106M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$18.9M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$12.5M |
| 4 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$10.2M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$10M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
276
Principal Securities
Des Moines,
Iowa
| – | -$28.8K | -742 | Closed |
|
277
Allspring Global Investments
Charlotte,
North Carolina
| – | -$25.9K | -669 | Closed |
|
|
BTI
278
Blue Trust Inc
Alpharetta,
Georgia
| – | -$23K | -650 | Closed |
|
|
CFM
279
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$15.5K | -400 | Closed |
|
|
FNWA
280
Financial Network Wealth Advisors
Murray,
Utah
| – | -$3.03K | -78 | Closed |
|
|
AF
281
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1.59K | -41 | Closed |
|
|
GRP
282
Global Retirement Partners
San Rafael,
California
| – | -$1.55K | -40 | Closed |
|
|
BIA
283
Bell Investment Advisors
Oakland,
California
| – | -$427 | -11 | Closed |
|
|
MFG
284
Mendota Financial Group
Madison,
Wisconsin
| – | -$156 | -4 | Closed |
|
|
CA
285
Claris Advisors
St. Louis,
Missouri
| – | -$78 | -2 | Closed |
|
|
HWM
286
Hemington Wealth Management
Falls Church,
Virginia
| – | +$70 | +2 | +22% |
|
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.