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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
UBS AM
51
UBS AM
Illinois
$5.56M +$1.05M +29,815 +23%
FG
52
Formula Growth
Quebec, Canada
$5.4M +$1.94M +55,000 +55%
DSCM
53
Divisadero Street Capital Management
Florida
$5.4M +$5.45M +154,742 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$5.32M -$224K -6,363 -4%
Tudor Investment Corp
55
Tudor Investment Corp
Connecticut
$5.28M +$3.83M +108,901 +257%
CWM
56
Congress Wealth Management
Massachusetts
$5.25M -$3.39M -96,213 -39%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.13M +$801K +22,756 +18%
Squarepoint
58
Squarepoint
New York
$5.11M +$893K +25,352 +21%
OM
59
OV Management
Minnesota
$4.87M +$38.5K +1,094 +0.8%
Ameriprise
60
Ameriprise
Minnesota
$4.74M -$182K -5,180 -4%
HighTower Advisors
61
HighTower Advisors
Illinois
$4.12M +$972K +27,622 +30%
American Century Companies
62
American Century Companies
Missouri
$4.1M +$54.1K +1,537 +1%
Swiss National Bank
63
Swiss National Bank
Switzerland
$4.06M +$45.8K +1,300 +1%
MCM
64
Marathon Capital Management
Maryland
$4.01M -$201K -5,705 -5%
Acadian Asset Management
65
Acadian Asset Management
Massachusetts
$4M +$3.94M +111,970 +4,117%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$3.97M -$540K -15,349 -12%
GIPM
67
G2 Investment Partners Management
New York
$3.94M +$284K +8,065 +8%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$3.84M +$3.88M +110,231 New
EGM
69
Engineers Gate Manager
New York
$3.78M +$530K +15,044 +16%
CIS
70
Connors Investor Services
Pennsylvania
$3.6M +$755K +21,433 +26%
NSAM
71
North Star Asset Management
Wisconsin
$3.22M +$96K +2,727 +3%
TIM
72
Thompson Investment Management
Wisconsin
$3.17M +$141K +4,000 +5%
NAAA
73
New Age Alpha Advisors
New York
$2.98M +$3.01M +85,502 New
Citigroup
74
Citigroup
New York
$2.94M +$307K +8,730 +12%
JF
75
Jump Financial
Illinois
$2.68M +$1.67M +47,318 +160%

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.