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Calix (CALX) Institutional Ownership

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$35.49 -0.54 (-1.50%)
(As of 12/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Calix (NYSE:CALX)

Current
Institutional Ownership
Percentage
98.14%
Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$358.45M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$114.85M
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CALX Institutional Buying and Selling by Quarter

Calix Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/27/2024 Franklin Resources Inc.13,343$510K0.0%-8.2%0.020%
11/16/2024 Geode Capital Management LLC1,331,565$51.66M0.0%+1.1%2.008%
11/15/2024 Barclays PLC113,579$4.40M0.0%+184.0%0.171%
11/15/2024 Y Intercept Hong Kong Ltd19,995$776K0.0%N/A0.030%
11/15/2024 Pier Capital LLC238,434$9.25M1.3%-0.2%0.360%
11/15/2024 National Bank of Canada FI142,187$5.52M0.0%+0.4%0.214%
11/15/2024 Castleark Management LLC61,850$2.40M0.1%N/A0.093%
11/15/2024 Jane Street Group LLC31,594$1.23M0.0%-65.5%0.048%
11/15/2024 Wellington Management Group LLP201,139$7.80M0.0%+1.1%0.303%
11/15/2024 State Street Corp2,316,174$89.84M0.0%+0.2%3.492%
11/15/2024 Stifel Financial Corp17,588$682K0.0%+113.2%0.027%
11/15/2024 Polar Asset Management Partners Inc.560,300$21.73M0.5%+5.2%0.845%
11/15/2024 Needham Investment Management LLC250,000$9.70M0.7%+42.9%0.377%
11/15/2024 Jacobs Levy Equity Management Inc.344,514$13.36M0.1%+200.5%0.519%
11/15/2024 HighTower Advisors LLC90,623$3.51M0.0%N/A0.137%
11/15/2024 Atom Investors LP103,631$4.02M0.4%-9.6%0.156%
11/14/2024 Edgestream Partners L.P.33,247$1.29M0.1%-82.6%0.050%
11/14/2024 PDT Partners LLC71,754$2.78M0.2%-19.2%0.108%
11/14/2024 Rockefeller Capital Management L.P.410,463$15.92M0.0%+34.8%0.619%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC129,608$5.03M0.0%+5.7%0.195%
11/14/2024 Public Sector Pension Investment Board124,258$4.82M0.0%-3.2%0.187%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank11,024$428K0.0%+29.4%0.017%
11/14/2024 MetLife Investment Management LLC33,661$1.31M0.0%-2.0%0.051%
11/13/2024 Townsquare Capital LLC113,655$4.41M0.1%+29.7%0.171%
11/13/2024 BNP Paribas Financial Markets25,204$978K0.0%+14.5%0.038%
11/13/2024 FMR LLC2,398$93K0.0%+49.0%0.004%
11/13/2024 The Manufacturers Life Insurance Company32,499$1.26M0.0%-1.4%0.049%
11/13/2024 Truvestments Capital LLC1,969$76K0.0%N/A0.003%
11/12/2024 Charles Schwab Investment Management Inc.601,146$23.32M0.0%+2.1%0.906%
11/9/2024 Intech Investment Management LLC14,148$549K0.0%N/A0.021%
11/8/2024 Advisors Asset Management Inc.676$26K0.0%-35.2%0.001%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.9,368$363K0.0%-14.6%0.014%
11/8/2024 Avior Wealth Management LLC1,186$46K0.0%+998.1%0.002%
11/7/2024 Meeder Asset Management Inc.13,026$505K0.0%+102.5%0.020%
11/7/2024 Pathstone Holdings LLC48,445$1.88M0.0%+18.4%0.073%
11/7/2024 Thrivent Financial for Lutherans45,989$1.78M0.0%-5.0%0.069%
11/6/2024 Mutual of America Capital Management LLC8,809$342K0.0%-8.1%0.013%
11/4/2024 State of New Jersey Common Pension Fund D52,615$2.04M0.0%N/A0.079%
11/1/2024 Atria Investments Inc6,651$258K0.0%N/A0.010%
11/1/2024 Assetmark Inc.3,381$131K0.0%+16.7%0.005%
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10/31/2024 Portside Wealth Group LLC10,317$400K0.1%+43.0%0.016%
10/31/2024 Kornitzer Capital Management Inc. KS429,771$16.67M0.3%-47.1%0.653%
10/31/2024 Principal Financial Group Inc.277,116$10.75M0.0%-4.2%0.421%
10/30/2024 Amalgamated Bank17,266$670K0.0%-3.2%0.026%
10/29/2024 Harbor Capital Advisors Inc.11,390$442K0.0%+15.0%0.017%
10/29/2024 Arcadia Investment Management Corp MI1,000$39K0.0%N/A0.002%
10/29/2024 Farther Finance Advisors LLC1,763$68K0.0%+42.1%0.003%
10/28/2024 US Bancorp DE5,672$220K0.0%+399.3%0.009%
10/28/2024 Congress Asset Management Co.1,565,471$60.73M0.4%+30.1%2.389%
10/25/2024 Diversify Wealth Management LLC10,066$373K0.0%+19.3%0.015%
10/24/2024 State of Alaska Department of Revenue33,428$1.30M0.0%-2.4%0.051%
10/24/2024 DekaBank Deutsche Girozentrale902$34K0.0%N/A0.001%
10/23/2024 Louisiana State Employees Retirement System28,300$1.10M0.0%-3.4%0.043%
10/23/2024 Assenagon Asset Management S.A.401,615$15.58M0.0%-16.9%0.613%
10/21/2024 Everence Capital Management Inc.8,010$311K0.0%N/A0.012%
10/15/2024 Magnus Financial Group LLC5,430$211K0.0%N/A0.008%
10/11/2024 Creative Planning13,654$530K0.0%-5.7%0.021%
10/10/2024 Inspire Investing LLC10,635$413K0.0%+7.8%0.016%
10/9/2024 LVW Advisors LLC8,047$312K0.0%+37.3%0.012%
10/9/2024 Hexagon Capital Partners LLC1,385$54K0.0%+29.8%0.002%
10/7/2024 GAMMA Investing LLC668$26K0.0%+187.9%0.001%
10/5/2024 Handelsbanken Fonder AB19,300$749K0.0%+30.4%0.029%
8/26/2024 Ariadne Wealth Management LP1,689$60K0.0%N/A0.003%
8/16/2024 Creative Planning14,482$513K0.0%N/A0.022%
8/16/2024 Algert Global LLC33,675$1.19M0.0%-26.5%0.051%
8/15/2024Susquehanna Fundamental Investments LLC12,130$430K0.0%N/A0.019%
8/15/2024 Mackenzie Financial Corp7,011$248K0.0%N/A0.011%
8/15/2024 The Manufacturers Life Insurance Company32,959$1.17M0.0%+2.7%0.050%
8/15/2024 Millennium Management LLC179,801$6.37M0.0%+75.6%0.274%
8/15/2024 Marathon Capital Management90,415$3.20M0.8%+8.1%0.138%
8/15/2024 Divisar Capital Management LLC448,108$15.88M3.0%N/A0.684%
8/15/2024 AQR Capital Management LLC7,834$278K0.0%-87.0%0.012%
8/14/2024 Squarepoint Ops LLC300,346$10.64M0.0%+82.7%0.458%
8/14/2024 Torno Capital LLC11,575$410K0.0%N/A0.018%
8/14/2024 Paradigm Capital Management Inc. NY1,336,900$47.37M2.2%+9.5%2.040%
8/14/2024 Public Sector Pension Investment Board128,358$4.55M0.0%+6.8%0.196%
8/14/2024 Epoch Investment Partners Inc.1,166,389$41.33M0.2%+0.2%1.780%
8/14/2024 ProShare Advisors LLC9,068$321K0.0%-23.7%0.014%
8/13/2024 Thrivent Financial for Lutherans48,412$1.72M0.0%-4.8%0.074%
8/13/2024 Sei Investments Co.76,082$2.70M0.0%-1.9%0.116%
8/13/2024 Canada Pension Plan Investment Board100,300$3.55M0.0%+101.0%0.153%
8/12/2024 Inspire Investing LLC9,862$349K0.0%-8.2%0.015%
8/12/2024 Hsbc Holdings PLC8,719$310K0.0%-43.1%0.013%
8/12/2024 Amalgamated Bank17,842$632K0.0%-3.8%0.027%
8/10/2024 Connors Investor Services Inc.84,790$3.00M0.3%+44.8%0.129%
8/9/2024 Edgestream Partners L.P.191,252$6.78M0.3%+14.5%0.292%
8/9/2024 Renaissance Technologies LLC78,518$2.78M0.0%+143.7%0.120%
8/9/2024 Dimensional Fund Advisors LP1,793,545$63.55M0.0%+2.6%2.737%
8/9/2024 WINTON GROUP Ltd26,942$955K0.1%+2.8%0.041%
8/8/2024 OV Management LLC130,767$4.63M3.2%+9.0%0.200%
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8/8/2024 Envestnet Asset Management Inc.129,359$4.58M0.0%+28.5%0.197%
8/8/2024 Stoneridge Investment Partners LLC8,659$307K0.1%-3.6%0.013%
8/8/2024 TradeLink Capital LLC11,748$416K1.2%N/A0.018%
8/8/2024 Meeder Asset Management Inc.6,434$228K0.0%N/A0.010%
8/8/2024 Qsemble Capital Management LP6,223$220K0.0%N/A0.009%
8/7/2024 Pier Capital LLC239,025$8.47M1.3%-10.6%0.365%
8/7/2024 Texas Permanent School Fund Corp43,876$1.56M0.0%-14.5%0.067%
8/6/2024Norden Group LLC13,541$480K0.1%+23.3%0.021%
8/6/2024 North Star Asset Management Inc.84,316$2.99M0.1%+28.4%0.129%
8/5/2024 Victory Capital Management Inc.20,262$718K0.0%+3.3%0.031%
(Data available from 1/1/2016 forward)

CALX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CALX shares?

During the previous two years, 259 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were Vanguard Group Inc. ($242.85M), State Street Corp ($89.84M), Hood River Capital Management LLC ($70.44M), TD Asset Management Inc ($68.09M), Gilder Gagnon Howe & Co. LLC ($67.79M), Ameriprise Financial Inc. ($65.53M), and Dimensional Fund Advisors LP ($63.55M).Learn more on CALX's institutional investors.

What percentage of Calix stock is owned by institutional investors?

98.14% of Calix stock is owned by institutional investors. Learn more on CALX's institutional investor holdings.

Which institutional investors have been buying Calix stock?

Of the 215 institutional investors that purchased Calix stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TD Asset Management Inc ($1.39M), Vanguard Group Inc. ($1.26M), Artisan Partners Limited Partnership ($1.23M), Epoch Investment Partners Inc. ($1.17M), Neuberger Berman Group LLC ($1.15M), Congress Asset Management Co. MA ($1.05M), and Assenagon Asset Management S.A. ($747.78K).

How much institutional buying is happening at Calix?

Institutional investors have bought a total of 21,447,883 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Which Calix major shareholders have been selling company stock?

Of the 135 institutional investors that sold Calix stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assenagon Asset Management S.A. ($966.17K), Schonfeld Strategic Advisors LLC ($681.37K), Gilder Gagnon Howe & Co. LLC ($628.56K), Kornitzer Capital Management Inc. KS ($587.09K), Allspring Global Investments Holdings LLC ($522.75K), Lord Abbett & CO. LLC ($404.27K), and Principal Financial Group Inc. ($363.59K).

How much institutional selling is happening at Calix?

Institutional investors have sold a total of 9,401,461 shares in the last 24 months. This volume of shares sold represents approximately $463.78M in transactions.



This page (NYSE:CALX) was last updated on 12/18/2024 by MarketBeat.com Staff
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