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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 %
SC
201
Shay Capital
New York
$268K +$268K +5,000 New
CGH
202
Crossmark Global Holdings
Texas
$256K +$4.83K +90 +2%
Walleye Capital
203
Walleye Capital
New York
$239K -$874K -16,312 -79%
HF
204
HRT Financial
New York
$231K -$697K -13,039 -75%
VIA
205
Vident Investment Advisory
Georgia
$228K +$34.2K +638 +18%
Creative Planning
206
Creative Planning
Kansas
$225K -$57.7K -1,076 -20%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$223K -$25.1K -470 -10%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$223K +$223K +4,167 New
PAG
209
Private Advisor Group
New Jersey
$204K +$204K +3,809 New
SW
210
SkyOak Wealth
Michigan
$201K – – –
SFM
211
Systematic Financial Management
New Jersey
$170K +$170K +3,174 New
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$165K -$25.7K -480 -14%
TC
213
Truvestments Capital
Florida
$163K +$74.3K +1,386 +83%
TCA
214
Trifecta Capital Advisors
Illinois
$160K – – –
TRCT
215
Tower Research Capital (TRC)
New York
$111K +$11.2K +209 +11%
QCG
216
Quadrant Capital Group
Ohio
$101K -$9.11K -170 -8%
ACM
217
Aquatic Capital Management
Illinois
$96K +$85.3K +1,600 +800%
Robeco Institutional Asset Management
218
Robeco Institutional Asset Management
Netherlands
$81.1K +$81.1K +1,514 New
SIC
219
SJS Investment Consulting
Ohio
$79K -$21K -391 -21%
Lazard Asset Management
220
Lazard Asset Management
New York
$70K +$64.7K +1,223 +1,223%
S
221
SignatureFD
Georgia
$68.8K -$3.75K -70 -5%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$59K -$13.2K -247 -18%
HCP
223
Hexagon Capital Partners
Arkansas
$53.6K +$2.68K +50 +5%
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$53.6K -$464K -8,666 -90%
QL
225
Quarry LP
New York
$52.2K +$43.2K +807 +483%
7 8
9
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