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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 %
AIM
26
Artemis Investment Management
United Kingdom
$12M -$1.79M -53,910 -13%
MIIM
27
Mesirow Institutional Investment Management
Illinois
$10.9M -$2.39M -72,174 -18%
Principal Financial Group
28
Principal Financial Group
Iowa
$10.1M +$2.89M +87,210 +40%
Bank of America
29
Bank of America
North Carolina
$9.53M +$1.02M +30,802 +12%
Deutsche Bank
30
Deutsche Bank
Germany
$9.21M +$2.04M +61,632 +29%
PC
31
Pier Capital
Connecticut
$8.86M -$234K -7,043 -3%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$8.28M +$5.25M +158,363 +173%
Invesco
33
Invesco
Georgia
$8.07M +$5.4M +162,975 +203%
Ameriprise
34
Ameriprise
Minnesota
$7.7M -$14.1M -425,950 -65%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$7.59M +$6.56M +197,910 +638%
Goldman Sachs
36
Goldman Sachs
New York
$7.14M +$1.61M +48,522 +29%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$7.13M +$3.28M +98,863 +85%
PCM
38
Penserra Capital Management
California
$7.03M +$1.94M +58,494 +38%
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$6.8M -$1.16M -34,921 -15%
DIM
40
DC Investments Management
Virginia
$6.72M +$1.99M +60,000 +42%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$6.71M -$51.5M -1,553,219 -88%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$6.61M +$4.84M +145,910 +273%
Citadel Advisors
43
Citadel Advisors
Florida
$6.43M +$5.83M +175,802 +971%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$5.87M +$398 +12 +0%
CWM
45
Congress Wealth Management
Massachusetts
$5.83M +$1.69M +51,084 +41%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$5.58M -$540K -16,286 -9%
Legal & General Group
47
Legal & General Group
United Kingdom
$5.54M +$2.49M +75,203 +82%
EP
48
Edgestream Partners
New Jersey
$5.54M +$2.9M +87,433 +110%
BCIM
49
British Columbia Investment Management
British Columbia, Canada
$5.47M +$1.82M +55,000 +50%
Squarepoint
50
Squarepoint
New York
$5.45M -$750K -22,627 -12%
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