Calix
CALX
241 hedge funds and large institutions have $2.21B invested in Calix in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 76 reducing their positions, and 38 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 76
8% more capital invested
Capital invested by funds: $2.04B → $2.21B (+$173M)
1.13% less ownership
Funds ownership: 87.9% → 86.77% (-1.1%)
5% less funds holding
Funds holding: 254 → 241 (-13)
28% less call options, than puts
Call options by funds: $10.7M | Put options by funds: $14.8M
32% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 38
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$35.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$19.9M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$13.3M |
| 4 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$11.8M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$29.8M |
| 2 |
ACM
Analog Century Management
New York
|
-$15.9M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$14M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$12.8M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$11.4M |
CALX Hedge Fund Activity: Q3 2024 in Review
241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q3 2024, worth a combined $2.21B — up 8.5% from $2.04B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of CALX and 26 opened new positions — a net loss of 12 holders — while 76 trimmed existing stakes and 106 added.
The largest buyer was Millennium Management, adding an estimated $35.4M. The largest seller was AllianceBernstein, cutting an estimated $29.8M.
- 241 institutional investors held Calix (CALX) as of Q3 2024, down from 254 in Q2 2024.
- Funds reported $2.21B of Calix stock for Q3 2024, up 8.5% quarter-over-quarter.
- 26 funds opened new Calix positions in Q3 2024 and 38 closed out, a net change of -12 holders.
- The largest Calix buyer in Q3 2024 was Millennium Management, an estimated $35.4M added.
- The largest Calix seller in Q3 2024 was AllianceBernstein, an estimated $29.8M sold.
Based on aggregated 13F filings for Q3 2024.