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Calix
CALX

Overview Fund Activity

254 hedge funds and large institutions have $2.04B invested in Calix in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
42
Increased
103
Reduced
90
Closed
44
Calls
$7.89M
Puts
$3.87M
Net Calls
+$4.03M
Net Calls Change
+$214K

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$22.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$215M
3
DCM
3
Divisar Capital Management
California
$15.9M
4
SCM
4
SG Capital Management
Illinois
$15.7M
5
SSA
5
Schonfeld Strategic Advisors
New York
$11.4M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$0
4
BlackRock
4
BlackRock
New York
$378M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$23.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
201
Principal Securities
Iowa
$20.7K +$921 +26 +5%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$17K -$5.18K -143 -23%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$16.8K +$16.8K +475 New
RA
204
Rise Advisors
New York
$14.3K – – –
TVWM
205
Tower View Wealth Management
Wisconsin
$14.2K – – –
N
206
Natixis
France
$12.2K -$354 -10 -3%
CA
207
Crewe Advisors
Utah
$11.5K +$8.43K +238 +274%
BTI
208
Blue Trust Inc
Georgia
$10.1K +$398 +12 +4%
RWMG
209
Redwood Wealth Management Group
New Jersey
$10.1K +$10.1K +284 New
CAS
210
Coppell Advisory Solutions
Texas
$9.99K +$9.99K +282 New
GWSG
211
GPS Wealth Strategies Group
Colorado
$9.74K – – –
TFF
212
The Family Firm
Maryland
$9.74K +$9.74K +275 New
AF
213
Allworth Financial
California
$8.33K +$109 +3 +1%
GI
214
GAMMA Investing
California
$8.22K +$5.46K +154 +197%
LI
215
LRI Investments
Florida
$8.15K – – –
Ohio Public Employees Retirement System (OPERS)
216
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.94K +$4.22K +119 +113%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$5.78K +$1.24K +35 +27%
SAM
218
Smartleaf Asset Management
Massachusetts
$5.31K +$5.31K +150 New
PWMG
219
Private Wealth Management Group
New Jersey
$4.96K +$4.47K +126 +900%
VCM
220
Versant Capital Management
Arizona
$4K +$3.51K +99 +707%
CIA
221
Cape Investment Advisory
Georgia
$3.9K +$2.91K +82 +293%
AWM
222
Avior Wealth Management
Nebraska
$3.83K -$24.9K -704 -87%
WT
223
Whittier Trust
California
$3.54K -$18.2K -515 -84%
HT
224
Headlands Technologies
Illinois
$3.44K -$48K -1,355 -93%
FCA
225
FinTrust Capital Advisors
South Carolina
$3.4K +$1.1K +31 +48%
7 8
9
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