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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
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$15.2M +$13.5M +382,301 +711%
Goldman Sachs
27
Goldman Sachs
New York
$15.2M +$6.22M +176,593 +68%
N
28
Nuveen
North Carolina
$15.1M +$1.05M +29,754 +7%
HP
29
Harvey Partners
New York
$14.8M +$15M +425,000 New
MIIM
30
Mesirow Institutional Investment Management
Illinois
$13.4M +$832K +23,646 +7%
KCM
31
Kornitzer Capital Management
Kansas
$13M -$1.97M -56,045 -13%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$12.9M -$1.13M -31,977 -8%
Norges Bank
33
Norges Bank
Norway
$11.5M +$11.6M +330,300 New
Bank of America
34
Bank of America
North Carolina
$10.1M -$2.22M -63,109 -18%
Principal Financial Group
35
Principal Financial Group
Iowa
$10M +$366K +10,393 +4%
Deutsche Bank
36
Deutsche Bank
Germany
$9.78M -$4.22K -120 -0%
NIM
37
Needham Investment Management
New York
$9.59M +$880K +25,000 +10%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.28M +$9.04M +256,829 +2,742%
JP Morgan Chase
39
JP Morgan Chase
New York
$8.58M +$4.18M +118,629 +93%
Invesco
40
Invesco
Georgia
$8.33M -$18.9M -536,155 -69%
DIM
41
DC Investments Management
Virginia
$8M
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$7.61M +$7.68M +218,142 New
Barclays
43
Barclays
United Kingdom
$7.48M +$3.55M +100,932 +89%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$7.05M +$40K +1,135 +0.6%
UBS Group
45
UBS Group
Switzerland
$6.82M +$4.68M +132,917 +212%
JG
46
Jain Global
New York
$6.27M +$6.33M +179,726 New
Legal & General Group
47
Legal & General Group
United Kingdom
$6.08M +$206K +5,865 +3%
PAM
48
Panagora Asset Management
Massachusetts
$5.99M +$2.14M +60,708 +55%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$5.88M +$78.8K +2,238 +1%
Renaissance Technologies
50
Renaissance Technologies
New York
$5.59M -$1.53M -43,499 -21%

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.