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Calix
CALX

Overview Fund Activity

263 hedge funds and large institutions have $2.5B invested in Calix in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-13
Holders Change %
-4.71%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
103
Reduced
100
Closed
41
Calls
$30.4M
Puts
$8.15M
Net Calls
+$22.2M
Net Calls Change
+$21M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$232M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$70.4M
3
Morgan Stanley
Morgan Stanley
New York
$43.5M
4
EIP
Epoch Investment Partners
New York
$41.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$42.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$28.8M
2
OAM
Ophir Asset Management
Australia
$0
3
IECM
Intrinsic Edge Capital Management
Illinois
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$625K
5
RCMC
RK Capital Management (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
176
KLR Investment Advisors
Rhode Island
$337K +$85.3K +1,952 +34%
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$334K -$24.8K -568 -7%
Federated Hermes
178
Federated Hermes
Pennsylvania
$330K -$37.5K -858 -10%
LA
179
LVW Advisors
New York
$320K -$4.98K -114 -2%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$320K -$16.6K -380 -5%
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$310K – – –
Lazard Asset Management
182
Lazard Asset Management
New York
$310K +$147K +3,366 +90%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$307K -$56.2K -1,286 -15%
HCA
184
Harbour Capital Advisors
Virginia
$304K +$304K +6,875 New
TC
185
Truvestments Capital
Florida
$294K +$85.7K +1,962 +41%
Prudential Financial
186
Prudential Financial
New Jersey
$293K -$1.64M -37,558 -85%
VA
187
Vident Advisory
Georgia
$292K +$40.9K +937 +16%
PWG
188
Portside Wealth Group
Utah
$287K +$1.05K +24 +0.4%
SOADOR
189
State of Alaska Department of Revenue
Alaska
$276K -$28.8K -660 -9%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$272K +$12.6K +289 +5%
VPIM
191
Vanguard Personalized Indexing Management
California
$266K +$266K +6,097 New
DI
192
DFPG Investments
Utah
$260K +$260K +5,885 New
Stifel Financial
193
Stifel Financial
Missouri
$258K +$33.4K +765 +15%
Skandinaviska Enskilda Banken (SEB)
194
Skandinaviska Enskilda Banken (SEB)
Sweden
$249K +$61.2K +1,400 +33%
PAG
195
Private Advisor Group
New Jersey
$248K +$248K +5,668 New
Creative Planning
196
Creative Planning
Kansas
$243K +$24.2K +553 +11%
SG Americas Securities
197
SG Americas Securities
New York
$242K -$747K -17,103 -76%
IC
198
IEQ Capital
California
$240K – – –
NC
199
NinePointTwo Capital
California
$233K – – –
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$230K -$598K -13,606 -72%
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