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Calix
CALX

Overview Fund Activity

239 hedge funds and large institutions have $2.21B invested in Calix in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-15
Holders Change %
-5.91%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
105
Reduced
76
Closed
39
Calls
$10.7M
Puts
$14.8M
Net Calls
-$4.08M
Net Calls Change
-$8.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$44.3M
2
Invesco
2
Invesco
Georgia
$30.1M
3
CAM
3
Congress Asset Management
Massachusetts
$60.7M
4
AAM
4
ACK Asset Management
Connecticut
$12.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$36M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$204M
2
ACM
2
Analog Century Management
New York
$0
3
KCM
3
Kornitzer Capital Management
Kansas
$16.7M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$60.6M
5
EIP
5
Epoch Investment Partners
New York
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Allworth Financial
California
$8.92K +$39 +1 +0.4%
LI
202
LRI Investments
Florida
$6.93K – – –
SAM
203
Smartleaf Asset Management
Massachusetts
$6.69K +$923 +24 +16%
CIA
204
Cape Investment Advisory
Georgia
$6.01K +$1.75K +45 +41%
PWMG
205
Private Wealth Management Group
New Jersey
$5.43K – – –
UB
206
UMB Bank
Missouri
$5.43K +$2.95K +76 +119%
VCM
207
Versant Capital Management
Arizona
$4.38K – – –
WT
208
Whittier Trust
California
$3.88K – – –
SCM
209
Sterling Capital Management
North Carolina
$3.84K +$3.84K +99 New
FCA
210
FinTrust Capital Advisors
South Carolina
$3.72K – – –
FNWA
211
Financial Network Wealth Advisors
Utah
$3.03K +$815 +21 +37%
Bessemer Group
212
Bessemer Group
New Jersey
$3K +$3K +65 New
QL
213
Quarry LP
New York
$2.87K +$970 +25 +51%
PA
214
Parallel Advisors
California
$2.52K – – –
RIL
215
Rothschild Investment LLC
Illinois
$2.52K +$1.16K +30 +86%
BCMLT
216
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.98K +$1.98K +51 New
SPIA
217
Steward Partners Investment Advisory
New York
$1.78K +$853 +22 +92%
AF
218
Advisornet Financial
Minnesota
$1.59K – – –
GRP
219
Global Retirement Partners
California
$1.55K -$194 -5 -11%
FFO
220
Fortitude Family Office
Arizona
$1.55K – – –
TPCW
221
TD Private Client Wealth
New York
$1.51K +$815 +21 +117%
HWP
222
Highline Wealth Partners
California
$1.44K – – –
CTC
223
Central Trust Company
Missouri
$1.4K – – –
IA
224
IFP Advisors
Florida
$1.4K – – –
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$1.36K – – –
7 8
9
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