We are live on ! Find out more

254 hedge funds and large institutions have $2.04B invested in Calix in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $7.89M | Put options by funds: $3.87M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 89

7% more capital invested

Capital invested by funds: $1.91B → $2.04B (+$130M)

0.1% more ownership

Funds ownership: 87.8%87.9% (+0.1%)

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 260254 (-6)

Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
43
Increased
103
Reduced
89
Closed
45
Calls
$7.89M
Puts
$3.87M
Net Calls
+$4.03M
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$378M -$8.44M -262,194 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M +$6M +186,519 +3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$215M +$20.1M +623,180 +11%
State Street
4
State Street
Massachusetts
$81.9M +$34.2K +1,063 +0%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$68.1M -$4.56M -141,655 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$63.5M +$1.47M +45,656 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$51.9M -$1.18M -36,734 -2%
PCMI
8
Paradigm Capital Management Inc
New York
$47.4M +$3.72M +115,500 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$46.7M +$1.47M +45,751 +4%
CAM
10
Congress Asset Management
Massachusetts
$42.6M +$5.08M +157,799 +15%
Artisan Partners
11
Artisan Partners
Wisconsin
$42.3M -$771K -23,935 -2%
EIP
12
Epoch Investment Partners
New York
$41.3M +$75.3K +2,340 +0.2%
TI
13
Trigran Investments
Illinois
$35.7M +$5.08M +157,678 +19%
Morgan Stanley
14
Morgan Stanley
New York
$31.3M +$1.25M +38,778 +5%
KCM
15
Kornitzer Capital Management
Kansas
$28.8M +$2.2M +68,300 +9%
GGHC
16
Gilder Gagnon Howe & Co
New York
$28.6M +$4.67M +145,080 +22%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$22.2M +$20.2M +626,378 New
Charles Schwab
18
Charles Schwab
California
$20.9M +$1.66M +51,541 +10%
Northern Trust
19
Northern Trust
Illinois
$20.8M -$679K -21,104 -3%
PAMP
20
Polar Asset Management Partners
Ontario, Canada
$18.9M +$105K +3,276 +0.6%
Mirae Asset Global ETFs Holdings
21
Mirae Asset Global ETFs Holdings
Hong Kong
$17.8M +$16.2M +502,913 New
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$17.1M -$3.99M -123,984 -20%
ACM
23
Analog Century Management
New York
$15.9M -$1.82M -56,413 -11%
DCM
24
Divisar Capital Management
California
$15.9M +$14.4M +448,108 New
SCM
25
SG Capital Management
Illinois
$15.7M +$14.3M +442,887 New

CALX Hedge Fund Activity: Q2 2024 in Review

254 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q2 2024, worth a combined $2.04B — up 6.8% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of CALX and 43 opened new positions — a net loss of 2 holders — while 89 trimmed existing stakes and 103 added.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $20.2M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $30.6M sold.

  • 254 institutional investors held Calix (CALX) as of Q2 2024, down from 260 in Q1 2024.
  • Funds reported $2.04B of Calix stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 43 funds opened new Calix positions in Q2 2024 and 45 closed out, a net change of -2 holders.
  • The largest Calix buyer in Q2 2024 was Alyeska Investment Group, an estimated $20.2M added.
  • The largest Calix seller in Q2 2024 was William Blair Investment Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2024.