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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
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$439K +$2.89K +82 +0.7%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$437K -$40.6K -1,154 -8%
KK
153
KLP Kapitalforvaltning
Norway
$425K +$430K +12,200 New
DT
154
Diversified Trust
Tennessee
$419K +$65K +1,845 +18%
GWM
155
Gibbs Wealth Management
Georgia
$407K +$12.5K +356 +3%
II
156
Inspire Investing
Idaho
$405K +$34.4K +978 +9%
SG Americas Securities
157
SG Americas Securities
New York
$391K +$395K +11,221 New
Creative Planning
158
Creative Planning
Kansas
$390K -$87.2K -2,477 -18%
AQR Capital Management
159
AQR Capital Management
Connecticut
$387K +$108K +3,065 +38%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$386K +$83K +2,358 +27%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$384K
GC
162
Guggenheim Capital
Illinois
$360K -$3.64M -103,276 -91%
CAM
163
Cresset Asset Management
Illinois
$346K -$64.9K -1,843 -16%
Amundi
164
Amundi
France
$330K +$304K +8,639 New
DFCM
165
Dark Forest Capital Management
Puerto Rico
$320K +$324K +9,190 New
YMRC
166
Yorktown Management & Research Company
Virginia
$314K +$317K +9,000 New
MOACM
167
Mutual of America Capital Management
New York
$312K +$4.61K +131 +1%
NICM
168
Neo Ivy Capital Management
New York
$300K +$303K +8,616 New
TC
169
TradeLink Capital
Illinois
$300K +$305K +8,661 New
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$294K
HA
171
Huntleigh Advisors
Missouri
$294K +$297K +8,425 New
LPL Financial
172
LPL Financial
California
$283K -$287K -8,146 -50%
PWG
173
Portside Wealth Group
Utah
$272K -$88.9K -2,524 -24%
SOW
174
State of Wyoming
Wyoming
$267K +$97.3K +2,763 +56%
AI
175
Atria Investments
North Carolina
$248K +$16.5K +469 +7%

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.