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Calix
CALX

Overview Fund Activity

271 hedge funds and large institutions have $2.9B invested in Calix in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
42
Increased
114
Reduced
90
Closed
41
Calls
$6.33M
Puts
$3.13M
Net Calls
+$3.2M
Net Calls Change
-$6.3M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$62.3M
2
CAM
2
Congress Asset Management
Massachusetts
$22M
3
Ameriprise
3
Ameriprise
Minnesota
$61.5M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$21.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$40.8M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$23.3M
2
DCM
2
Driehaus Capital Management
Illinois
$24.3M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$16.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
176
Magnetar Financial
Illinois
$482K +$482K +8,999 New
E
177
Ergoteles
New York
$479K +$479K +8,931 New
X
178
Xponance
Pennsylvania
$477K +$3.43K +64 +0.7%
Federated Hermes
179
Federated Hermes
Pennsylvania
$471K -$1.77K -33 -0.4%
US Bancorp
180
US Bancorp
Minnesota
$471K -$54K -1,008 -10%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$467K – – –
VRS
182
Virginia Retirement Systems
Virginia
$466K +$466K +8,700 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$448K +$37.7K +701 +9%
VanEck Associates
184
VanEck Associates
New York
$439K +$325K +6,062 +284%
PMEF
185
Point72 Middle East FZE
United Arab Emirates
$431K +$431K +8,049 New
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$429K -$158K -2,954 -27%
SOADOR
187
State of Alaska Department of Revenue
Alaska
$420K -$5.88K -110 -1%
GC
188
Guggenheim Capital
Illinois
$413K -$146K -2,719 -26%
Osaic Holdings
189
Osaic Holdings
Arizona
$405K +$23.7K +443 +6%
HW
190
Hancock Whitney
Mississippi
$398K -$50.1K -936 -11%
Citigroup
191
Citigroup
New York
$384K -$92.9K -1,733 -19%
PAMS
192
Pictet Asset Management (Switzerland)
Switzerland
$380K – – –
KIA
193
KLR Investment Advisors
Rhode Island
$321K +$321K +5,987 New
ZIM
194
Zacks Investment Management
Illinois
$313K +$313K +5,843 New
GT
195
Glenmede Trust
Pennsylvania
$310K -$30.2K -563 -9%
IC
196
IEQ Capital
California
$294K – – –
Mackenzie Financial
197
Mackenzie Financial
Ontario, Canada
$289K +$10.9K +204 +4%
WHG
198
Westwood Holdings Group
Texas
$280K +$280K +5,225 New
SAM
199
Securian Asset Management
Minnesota
$278K – – –
II
200
Inspire Investing
Idaho
$272K +$86.7K +1,618 +47%
6 7
8
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