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Calix
CALX

Overview Fund Activity

229 hedge funds and large institutions have $2.26B invested in Calix in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
67
Increased
79
Reduced
65
Closed
50
Calls
$6.35M
Puts
$9.65M
Net Calls
-$3.3M
Net Calls Change
-$20.7M

Top Buyers

1
BlackRock
BlackRock
New York
$320M
2
Vanguard Group
Vanguard Group
Pennsylvania
$240M
3
State Street
State Street
Massachusetts
$74.3M
4
KCM
Kornitzer Capital Management
Kansas
$38M
5
Morgan Stanley
Morgan Stanley
New York
$25M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.36M
2
DCM
Driehaus Capital Management
Illinois
$26.1M
3
WRCM
Whale Rock Capital Management
Massachusetts
$38.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$76.9M
5
Ameriprise
Ameriprise
Minnesota
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$14K -$875 -20 -6%
Group One Trading
202
Group One Trading
Illinois
$13K -$2.51M -58,361 -99%
BAM
203
Byrne Asset Management
New Jersey
$13K – – –
GWSG
204
GPS Wealth Strategies Group
Colorado
$12K – – –
SOW
205
State of Wyoming
Wyoming
$11K -$53.6K -1,276 -83%
Koshinski Asset Management
206
Koshinski Asset Management
Illinois
$10.6K – – –
Royal Bank of Canada
207
Royal Bank of Canada
Ontario, Canada
$10K -$531K -12,800 -98%
TFA
208
Toth Financial Advisory
Virginia
$9K +$9K +200 New
TWA
209
TCI Wealth Advisors
Arizona
$8K -$2.52K -56 -24%
MAM
210
Meeder Asset Management
Ohio
$7K +$7K +169 New
PA
211
Parallel Advisors
California
$5K +$3.88K +100 +345%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$5K +$5K +106 New
APA
213
American Portfolios Advisors
New York
$4.68K – – –
WT
214
Whittier Trust
California
$4K – – –
LWANC
215
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
CG
216
Cutler Group
California
$2K -$268K -8,718 -99%
C
217
Covestor
United Kingdom
$2K -$21.5K -592 -91%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +14 New
CI
219
Cordant Inc
Oregon
$1K +$1K +15 New
GRP
220
Global Retirement Partners
California
$1K +$1K +16 New
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$1K +$810 +17 +425%
EI
222
Ellevest Inc
New York
$1K +$1K +20 New
SWA
223
Sutton Wealth Advisors
Florida
$858 +$858 +20 New
Macquarie Group
224
Macquarie Group
Australia
$31 – – –
E
225
Ergoteles
New York
– -$16.1M -201,383 Closed
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