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253 hedge funds and large institutions have $2B invested in Calix in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

15% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 81

5% more funds holding

Funds holding: 241253 (+12)

0.39% less ownership

Funds ownership: 86.77%86.37% (-0.39%)

10% less capital invested

Capital invested by funds: $2.21B → $2B (-$217M)

84% less call options, than puts

Call options by funds: $7.28M | Put options by funds: $44.9M

Holders
253
Holders Change
+12
Holders Change %
+4.98%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
93
Reduced
81
Closed
33
Calls
$7.28M
Puts
$44.9M
Net Calls
-$37.6M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SignatureFD
Georgia
$18.4K -$669 -19 -3%
AWM
202
Avior Wealth Management
Nebraska
$17.2K -$24.4K -694 -59%
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.4K +$4.82K +137 +41%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$16K -$4.68K -133 -22%
RA
205
Rise Advisors
New York
$14.1K
TVWM
206
Tower View Wealth Management
Wisconsin
$13.9K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$10K -$2.64K -75 -21%
C
208
Covestor
United Kingdom
$10K
CAS
209
Coppell Advisory Solutions
Texas
$9.84K
GWSG
210
GPS Wealth Strategies Group
Colorado
$9.59K
AF
211
Allworth Financial
California
$8.89K -$35 -1 -0.4%
LI
212
LRI Investments
Florida
$8.02K
AssetMark Inc
213
AssetMark Inc
California
$7.78K -$111K -3,158 -93%
ACM
214
Aster Capital Management
United Arab Emirates
$7.74K +$7.82K +222 New
AAM
215
Advisors Asset Management
Colorado
$7.08K -$16.7K -473 -70%
DB
216
Danske Bank
Denmark
$6.97K -$42.2K -1,200 -86%
TPCW
217
TD Private Client Wealth
New York
$6.8K +$5.49K +156 +400%
CIA
218
Cape Investment Advisory
Georgia
$5.41K
PWMG
219
Private Wealth Management Group
New Jersey
$4.88K
UB
220
UMB Bank
Missouri
$4.64K -$246 -7 -5%
WT
221
Whittier Trust
California
$3.49K
LC
222
Lindbrook Capital
California
$3.07K -$11.8K -336 -79%
VCM
223
Versant Capital Management
Arizona
$3.03K -$915 -26 -23%
Bessemer Group
224
Bessemer Group
New Jersey
$3K +$1.16K +33 +51%
QL
225
Quarry LP
New York
$2.62K +$35 +1 +1%

CALX Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q4 2024, worth a combined $2B — down 9.8% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CALX positions and 33 closed out — a net gain of 13 holders — while 93 added to existing stakes and 81 trimmed.

The largest buyer was Millennium Management, adding an estimated $31.3M. The largest seller was AllianceBernstein, cutting an estimated $106M.

  • 253 institutional investors held Calix (CALX) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $2B of Calix stock for Q4 2024, down 9.8% quarter-over-quarter.
  • 46 funds opened new Calix positions in Q4 2024 and 33 closed out, a net change of +13 holders.
  • The largest Calix buyer in Q4 2024 was Millennium Management, an estimated $31.3M added.
  • The largest Calix seller in Q4 2024 was AllianceBernstein, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.