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Calix
CALX

Overview Fund Activity

239 hedge funds and large institutions have $2.21B invested in Calix in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-15
Holders Change %
-5.91%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
105
Reduced
76
Closed
39
Calls
$10.7M
Puts
$14.8M
Net Calls
-$4.08M
Net Calls Change
-$8.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$44.3M
2
Invesco
2
Invesco
Georgia
$30.1M
3
CAM
3
Congress Asset Management
Massachusetts
$60.7M
4
AAM
4
ACK Asset Management
Connecticut
$12.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$36M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$204M
2
ACM
2
Analog Century Management
New York
$0
3
KCM
3
Kornitzer Capital Management
Kansas
$16.7M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$60.6M
5
EIP
5
Epoch Investment Partners
New York
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
151
Mutual of America Capital Management
New York
$342K -$30.1K -777 -8%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$335K +$6.88K +179 +2%
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$328K +$52.3K +1,347 +19%
BWP
154
Baldwin Wealth Partners
Massachusetts
$324K +$324K +8,363 New
WP
155
Woodline Partners
California
$317K -$55.9K -1,441 -15%
LA
156
LVW Advisors
New York
$312K +$84.8K +2,187 +37%
ECM
157
Everence Capital Management
Indiana
$311K +$311K +8,010 New
AQR Capital Management
158
AQR Capital Management
Connecticut
$310K +$7.94K +206 +3%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$283K – – –
BHCM
160
Brevan Howard Capital Management
Jersey
$277K -$165K -4,250 -37%
AI
161
Atria Investments
North Carolina
$258K +$258K +6,651 New
Wolverine Trading
162
Wolverine Trading
Illinois
$256K +$8.31K +216 +3%
AIP
163
Ameritas Investment Partners
Nebraska
$223K – – –
US Bancorp
164
US Bancorp
Minnesota
$220K +$176K +4,536 +399%
Osaic Holdings
165
Osaic Holdings
Arizona
$217K +$4.03K +104 +2%
IC
166
IEQ Capital
California
$213K +$213K +5,487 New
MFG
167
Magnus Financial Group
New York
$211K +$211K +5,430 New
SOW
168
State of Wyoming
Wyoming
$190K +$88.9K +2,293 +88%
TRCT
169
Tower Research Capital (TRC)
New York
$149K -$505K -13,014 -77%
AssetMark Inc
170
AssetMark Inc
California
$131K +$18.8K +485 +17%
Acadian Asset Management
171
Acadian Asset Management
Massachusetts
$105K +$105K +2,720 New
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$97.1K -$698 -18 -0.7%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$96.7K -$28.2K -726 -23%
QCG
174
Quadrant Capital Group
Ohio
$96.5K +$5.12K +132 +6%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$93K +$30.6K +789 +49%
5 6
7
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