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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
BlackRock
1
BlackRock
New York
$395M +$18.7M +530,262 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M +$14.5M +412,982 +5%
State Street
3
State Street
Massachusetts
$86M +$5.25M +149,133 +6%
AllianceBernstein
4
AllianceBernstein
Tennessee
$78.1M -$106M -3,016,625 -57%
Millennium Management
5
Millennium Management
New York
$70.8M +$31.3M +889,102 +78%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$63.9M +$2.63M +74,720 +4%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$48.6M -$6.38M -181,338 -12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$47.9M +$1.59M +45,195 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$46.7M +$216K +6,144 +0.5%
CAM
10
Congress Asset Management
Massachusetts
$44.5M -$10.2M -290,149 -19%
Artisan Partners
11
Artisan Partners
Wisconsin
$38.7M -$1.04M -29,456 -3%
PCMI
12
Paradigm Capital Management Inc
New York
$36.9M -$9.5M -269,900 -20%
Morgan Stanley
13
Morgan Stanley
New York
$34.5M -$1.28M -36,278 -4%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$28.5M -$3.93M -111,635 -12%
EIP
15
Epoch Investment Partners
New York
$27.6M -$2.68M -76,104 -9%
TI
16
Trigran Investments
Illinois
$25.2M -$728K -20,665 -3%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$24.7M +$12.8M +364,209 +106%
GGHC
18
Gilder Gagnon Howe & Co
New York
$23.8M -$9.57M -271,790 -28%
Charles Schwab
19
Charles Schwab
California
$22.6M +$1.69M +48,098 +8%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$22.5M +$8.26M +234,521 +57%
Northern Trust
21
Northern Trust
Illinois
$22.1M +$1.91M +54,136 +9%
PAMP
22
Polar Asset Management Partners
Ontario, Canada
$21.2M +$1.66M +47,200 +8%
DCM
23
Divisar Capital Management
California
$20.7M +$5.15M +146,249 +33%
SCM
24
SG Capital Management
Illinois
$20M +$4.78M +135,841 +31%
Mirae Asset Global ETFs Holdings
25
Mirae Asset Global ETFs Holdings
Hong Kong
$19.2M +$1.03M +29,325 +6%

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.