CALX icon

Calix
CALX

Overview Fund Activity

251 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, 92 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
3.34%
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
92
Reduced
80
Closed
33
Calls
$7.28M
Puts
$44.9M
Net Calls
-$37.6M
Net Calls Change
-$33.6M

Top Buyers

1
Millennium Management
Millennium Management
New York
$70.8M
2
BlackRock
BlackRock
New York
$395M
3
HP
Harvey Partners
New York
$14.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$278M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$78.1M
2
Invesco
Invesco
Georgia
$8.33M
3
AAM
ACK Asset Management
Connecticut
$0
4
CAM
Congress Asset Management
Massachusetts
$44.5M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$439K +$2.86K +82 +0.7%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$437K -$40.2K -1,154 -8%
KK
153
KLP Kapitalforvaltning
Norway
$425K +$425K +12,200 New
DT
154
Diversified Trust
Tennessee
$419K +$64.3K +1,845 +18%
II
155
Inspire Investing
Idaho
$405K +$34.1K +978 +9%
SG Americas Securities
156
SG Americas Securities
New York
$391K +$391K +11,221 New
Creative Planning
157
Creative Planning
Kansas
$390K -$86.4K -2,477 -18%
AQR Capital Management
158
AQR Capital Management
Connecticut
$387K +$107K +3,065 +38%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$386K +$82.2K +2,358 +27%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$384K – – –
GC
161
Guggenheim Capital
Illinois
$360K -$3.6M -103,276 -91%
CAM
162
Cresset Asset Management
Illinois
$346K -$64.3K -1,843 -16%
Amundi
163
Amundi
France
$330K +$330K +8,639 New
DFCM
164
Dark Forest Capital Management
Puerto Rico
$320K +$320K +9,190 New
YMRC
165
Yorktown Management & Research Company
Virginia
$314K +$314K +9,000 New
MOACM
166
Mutual of America Capital Management
New York
$312K +$4.57K +131 +1%
NICM
167
Neo Ivy Capital Management
New York
$300K +$300K +8,616 New
TC
168
TradeLink Capital
Illinois
$300K +$300K +8,661 New
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$294K – – –
HA
170
Huntleigh Advisors
Missouri
$294K +$294K +8,425 New
LPL Financial
171
LPL Financial
California
$283K -$284K -8,146 -50%
PWG
172
Portside Wealth Group
Utah
$272K -$88K -2,524 -24%
SOW
173
State of Wyoming
Wyoming
$267K +$96.3K +2,763 +56%
AI
174
Atria Investments
North Carolina
$248K +$16.4K +469 +7%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$246K -$9.11K -261 -4%
5 6
7
8 9