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Calix
CALX

Overview Fund Activity

251 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, 92 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
3.34%
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
92
Reduced
80
Closed
33
Calls
$7.28M
Puts
$44.9M
Net Calls
-$37.6M
Net Calls Change
-$33.6M

Top Buyers

1
Millennium Management
Millennium Management
New York
$70.8M
2
BlackRock
BlackRock
New York
$395M
3
HP
Harvey Partners
New York
$14.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$278M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$78.1M
2
Invesco
Invesco
Georgia
$8.33M
3
AAM
ACK Asset Management
Connecticut
$0
4
CAM
Congress Asset Management
Massachusetts
$44.5M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Avior Wealth Management
Nebraska
$17.2K -$24.2K -694 -59%
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.4K +$4.78K +137 +41%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$16K -$4.6K -133 -22%
RA
204
Rise Advisors
New York
$14.1K – – –
TVWM
205
Tower View Wealth Management
Wisconsin
$13.9K – – –
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$10K -$2.62K -75 -21%
C
207
Covestor
United Kingdom
$10K – – –
CAS
208
Coppell Advisory Solutions
Texas
$9.84K – – –
GWSG
209
GPS Wealth Strategies Group
Colorado
$9.59K – – –
AF
210
Allworth Financial
California
$8.89K -$39 -1 -0.4%
LI
211
LRI Investments
Florida
$8.02K – – –
AssetMark Inc
212
AssetMark Inc
California
$7.78K -$110K -3,158 -93%
ACM
213
Aster Capital Management
United Arab Emirates
$7.74K +$7.74K +222 New
AAM
214
Advisors Asset Management
Colorado
$7.08K -$16.5K -473 -70%
TPCW
215
TD Private Client Wealth
New York
$6.8K +$5.44K +156 +400%
CIA
216
Cape Investment Advisory
Georgia
$5.41K – – –
PWMG
217
Private Wealth Management Group
New Jersey
$4.88K – – –
UB
218
UMB Bank
Missouri
$4.64K -$244 -7 -5%
WT
219
Whittier Trust
California
$3.49K – – –
LC
220
Lindbrook Capital
California
$3.07K -$11.7K -336 -79%
VCM
221
Versant Capital Management
Arizona
$3.03K -$907 -26 -23%
Bessemer Group
222
Bessemer Group
New Jersey
$3K +$1.01K +33 +51%
QL
223
Quarry LP
New York
$2.62K +$35 +1 +1%
RIL
224
Rothschild Investment LLC
Illinois
$2.09K -$174 -5 -8%
BOJHT
225
Bank of Jackson Hole Trust
Wyoming
$1.95K +$1.95K +56 New
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9
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