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Calix
CALX

Overview Fund Activity

273 hedge funds and large institutions have $3.58B invested in Calix in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 107 increasing their positions, 87 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+43
Holders Change %
+18.7%
% of All Funds
4.4%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
58
Increased
107
Reduced
87
Closed
13
Calls
$15.3M
Puts
$5.78M
Net Calls
+$9.5M
Net Calls Change
+$3.52M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$52M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$156M
3
Principal Financial Group
Principal Financial Group
Iowa
$37.9M
4
Axa
Axa
France
$22M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$52.7M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$81.5M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.9M
4
GGHC
Gilder Gagnon Howe & Co
New York
$148M
5
KCM
Kornitzer Capital Management
Kansas
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$801K +$41.1K +600 +5%
BCM
152
Bridgeway Capital Management
Texas
$787K +$68.4K +1,000 +10%
Pacer Advisors
153
Pacer Advisors
Pennsylvania
$749K +$412K +6,017 +122%
ProShare Advisors
154
ProShare Advisors
Maryland
$746K +$106K +1,546 +17%
Baillie Gifford & Co
155
Baillie Gifford & Co
United Kingdom
$727K – – –
GC
156
Guggenheim Capital
Illinois
$714K -$63.3K -925 -8%
LFAS
157
Level Four Advisory Services
Texas
$700K -$56K -819 -7%
US Bancorp
158
US Bancorp
Minnesota
$670K +$626K +9,141 +1,396%
TC
159
TownSquare Capital
Utah
$667K +$114K +1,667 +21%
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$661K +$593K +8,666 +867%
MAM
161
Meeder Asset Management
Ohio
$645K +$633K +9,255 +5,259%
LA
162
LVW Advisors
New York
$638K -$129K -1,885 -17%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$620K +$68.3K +1,000 +12%
Citigroup
164
Citigroup
New York
$609K -$507K -7,411 -45%
X
165
Xponance
Pennsylvania
$604K +$5.13K +75 +0.9%
Federated Hermes
166
Federated Hermes
Pennsylvania
$604K +$179K +2,623 +42%
GCP
167
GSA Capital Partners
United Kingdom
$602K +$128K +1,870 +27%
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$597K – – –
NMERB
169
New Mexico Educational Retirement Board
New Mexico
$595K – – –
AWM
170
AE Wealth Management
Kansas
$594K +$594K +8,674 New
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$591K +$31.2K +456 +6%
ONGA
172
O'Neil Global Advisors
California
$574K +$574K +8,393 New
HW
173
Hancock Whitney
Mississippi
$572K -$2.8K -41 -0.5%
M1FG
174
Mach-1 Financial Group
Arkansas
$558K +$558K +8,148 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$549K +$225K +3,124 +69%
5 6
7
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