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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
WG
101
Winton Group
United Kingdom
$1.24M +$294K +8,348 +31%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$1.17M +$1.18M +33,605 New
SOADOR
103
State of Alaska Department of Revenue
Alaska
$1.17M +$4.05K +115 +0.3%
NRD
104
Nebula Research & Development
New York
$1.16M +$797K +22,624 +213%
Wells Fargo
105
Wells Fargo
California
$1.14M -$194K -5,512 -14%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11M -$27.7K -787 -2%
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$1.11M -$589K -16,736 -35%
CF
108
Corebridge Financial
Texas
$1.1M -$73.1K -2,075 -6%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$1.08M -$42.8K -1,217 -4%
Arrowstreet Capital
110
Arrowstreet Capital
Massachusetts
$1.08M +$1.09M +30,946 New
JSC
111
Jackson Square Capital
California
$1.06M
Holocene Advisors
112
Holocene Advisors
New York
$1.05M +$1.06M +30,096 New
Two Sigma Investments
113
Two Sigma Investments
New York
$1.05M +$250K +7,100 +31%
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$1M -$117K -3,336 -10%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$994K +$7.04K +200 +0.7%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$985K
SFI
117
Susquehanna Fundamental Investments
Pennsylvania
$924K +$933K +26,488 New
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$912K -$22K -626 -2%
IIM
119
INTECH Investment Management
Florida
$905K +$416K +11,813 +83%
SO
120
STRS Ohio
Ohio
$896K +$394K +11,200 +77%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$881K -$48K -1,364 -5%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$876K
YIH
123
Y-Intercept (HK)
Hong Kong
$858K +$162K +4,597 +23%
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
$827K +$513K +14,567 +159%
Victory Capital Management
125
Victory Capital Management
Texas
$813K +$102K +2,888 +14%

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.