Calix
CALX
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.
103% more call options, than puts
Call options by funds: $7.53M | Put options by funds: $3.72M
10% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 90
2% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 44
0.93% more ownership
Funds ownership: 86.87% → 87.8% (+0.93%)
1% less funds holding
Funds holding: 263 → 260 (-3)
24% less capital invested
Capital invested by funds: $2.5B → $1.91B (-$589M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$82.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.6M |
| 3 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$31.7M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$16.9M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$57.9M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$44.4M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$33.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$26.5M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$23.4M |
CALX Hedge Fund Activity: Q1 2024 in Review
260 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q1 2024, worth a combined $1.91B — down 24% from $2.5B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new CALX positions and 44 closed out — a net gain of 1 holder — while 99 added to existing stakes and 90 trimmed.
The largest buyer was BlackRock, adding an estimated $82.9M. The largest seller was Wellington Management Group, cutting an estimated $57.9M.
- 260 institutional investors held Calix (CALX) as of Q1 2024, down from 263 in Q4 2023.
- Funds reported $1.91B of Calix stock for Q1 2024, down 24% quarter-over-quarter.
- 45 funds opened new Calix positions in Q1 2024 and 44 closed out, a net change of +1 holder.
- The largest Calix buyer in Q1 2024 was BlackRock, an estimated $82.9M added.
- The largest Calix seller in Q1 2024 was Wellington Management Group, an estimated $57.9M sold.
Based on aggregated 13F filings for Q1 2024.