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Calix (CALX) Institutional Ownership

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$34.02 +0.38 (+1.13%)
As of 04/14/2025 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
98.14%
Number of
Institutional Buyers
(last 12 months)
153
Total
Institutional Inflows
(last 12 months)
$359.04M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$247.33M
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CALX Institutional Buying and Selling by Quarter

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Calix Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC21,820$773K0.0%-2.3%0.033%
4/14/2025Harbor Capital Advisors Inc.13,721$486K0.0%-4.1%0.021%
4/14/2025 Portside Wealth Group LLC8,414$298K0.0%+8.0%0.013%
4/11/2025 Congress Asset Management Co.1,378,497$48.85M0.4%+8.1%2.068%
4/10/2025 Portside Wealth Group LLC7,793$272K0.0%-24.2%0.012%
4/9/2025 LVW Advisors LLC6,365$226K0.0%N/A0.010%
4/8/2025 Rhumbline Advisers167,217$5.93M0.0%-0.8%0.251%
4/7/2025 GAMMA Investing LLC23,745$842K0.0%+4,397.2%0.036%
4/2/2025 Kera Capital Partners Inc.7,360$261K0.1%N/A0.011%
3/24/2025Wellington Management Group LLP202,274$7.05M0.0%+0.6%0.303%
3/18/2025California State Teachers Retirement System55,407$1.93M0.0%-0.7%0.083%
2/27/2025Jefferies Financial Group Inc.67,400$2.35M0.0%-26.2%0.102%
2/25/2025Polar Asset Management Partners Inc.607,500$21.18M0.2%+8.4%0.916%
2/20/2025Mackenzie Financial Corp23,710$827K0.0%+159.3%0.036%
2/19/2025North Star Asset Management Inc.92,390$3.22M0.1%+3.0%0.139%
2/18/2025Neo Ivy Capital Management8,616$300K0.1%N/A0.013%
2/18/2025Paradigm Capital Management Inc. NY1,057,200$36.87M1.7%-20.3%1.594%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC159,423$5.56M0.0%+23.0%0.240%
2/17/2025Voloridge Investment Management LLC218,142$7.61M0.0%N/A0.329%
2/17/2025Squarepoint Ops LLC146,452$5.11M0.0%+20.9%0.221%
2/17/2025Two Sigma Investments LP29,994$1.05M0.0%+31.0%0.045%
2/17/2025State of Wyoming7,657$267K0.0%+56.5%0.012%
2/17/2025Polar Asset Management Partners Inc.607,500$21.18M0.3%+8.4%0.916%
2/17/2025ProShare Advisors LLC17,921$625K0.0%+46.2%0.027%
2/17/2025Nuveen Asset Management LLC432,623$15.09M0.0%+7.4%0.652%
2/17/2025Occudo Quantitative Strategies LP16,485$575K0.1%N/A0.025%
2/17/2025Needham Investment Management LLC275,000$9.59M0.7%+10.0%0.415%
2/17/2025Millennium Management LLC2,031,212$70.83M0.0%+77.8%3.063%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.551,545$19.23M0.0%+5.6%0.832%
2/17/2025Jacobs Levy Equity Management Inc.708,723$24.71M0.1%+105.7%1.069%
2/17/2025Jefferies Financial Group Inc.67,400$2.35M0.0%-26.2%0.102%
2/17/2025Graham Capital Management L.P.19,754$689K0.0%N/A0.030%
2/17/2025G2 Investment Partners Management LLC112,994$3.94M1.0%+7.7%0.170%
2/17/2025D. E. Shaw & Co. Inc.110,231$3.84M0.0%N/A0.166%
2/17/2025Divisadero Street Capital Management LP154,742$5.40M0.6%N/A0.233%
2/17/2025Cresset Asset Management LLC9,934$346K0.0%-15.6%0.015%
2/17/2025Balyasny Asset Management L.P.436,036$15.21M0.0%+711.5%0.657%
2/17/2025Bank of America Corp DE290,925$10.15M0.0%-17.8%0.439%
2/17/2025BNP Paribas Financial Markets51,004$1.78M0.0%+102.4%0.077%
2/17/2025Ameriprise Financial Inc.135,803$4.74M0.0%-3.7%0.205%
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2/17/2025Alyeska Investment Group L.P.817,264$28.50M0.1%-12.0%1.232%
2/14/2025Divisar Capital Management LLC594,357$20.73M4.5%+32.6%0.896%
2/14/2025Mercer Global Advisors Inc. ADV5,966$208K0.0%N/A0.009%
2/14/2025Connors Investor Services Inc.103,169$3.60M0.3%+26.2%0.156%
2/14/2025Comerica Bank20,445$713K0.0%-3.9%0.031%
2/14/2025PDT Partners LLC57,354$2M0.2%-20.1%0.086%
2/14/2025Schonfeld Strategic Advisors LLC23,060$804K0.0%N/A0.035%
2/14/2025Northern Trust Corp632,486$22.06M0.0%+9.4%0.954%
2/14/2025The Manufacturers Life Insurance Company 31,712$1.11M0.0%-2.4%0.048%
2/14/2025Tudor Investment Corp ET AL151,281$5.28M0.0%+257.0%0.228%
2/14/2025Public Employees Retirement Association of Colorado7,045$246K0.0%-3.6%0.011%
2/14/2025Aquatic Capital Management LLC20,896$729K0.0%+51.4%0.032%
2/14/2025Boothbay Fund Management LLC41,207$1.44M0.0%+103.5%0.062%
2/14/2025Susquehanna Fundamental Investments LLC26,488$924K0.0%N/A0.040%
2/14/2025Gilder Gagnon Howe & Co. LLC683,878$23.85M0.3%-28.4%1.031%
2/14/2025Nebula Research & Development LLC33,251$1.16M0.1%+212.9%0.050%
2/14/2025Voya Investment Management LLC30,950$1.08M0.0%-3.8%0.047%
2/14/2025Price T Rowe Associates Inc. MD43,189$1.51M0.0%+10.3%0.065%
2/14/2025Dark Forest Capital Management LP9,190$320K0.0%N/A0.014%
2/14/2025Hsbc Holdings PLC20,200$700K0.0%+15.4%0.030%
2/14/2025Stifel Financial Corp19,512$680K0.0%+10.9%0.029%
2/14/2025State of Tennessee Department of Treasury26,145$912K0.0%-2.3%0.039%
2/14/2025Tower Research Capital LLC TRC 1,612$56K0.0%-58.0%0.002%
2/14/2025Trigran Investments Inc.721,648$25.16M2.9%-2.8%1.088%
2/14/2025MetLife Investment Management LLC35,632$1.24M0.0%+5.9%0.054%
2/14/2025Mesirow Institutional Investment Management Inc.385,323$13.44M1.0%+6.5%0.581%
2/14/2025Dimensional Fund Advisors LP1,832,407$63.90M0.0%+4.3%2.763%
2/14/2025Epoch Investment Partners Inc.790,320$27.56M0.1%-8.8%1.192%
2/14/2025Formula Growth Ltd.155,000$5.41M1.8%+55.0%0.234%
2/14/20251492 Capital Management LLC38,311$1.34M0.6%N/A0.058%
2/13/2025CANADA LIFE ASSURANCE Co68,867$2.40M0.0%-3.6%0.104%
2/13/2025Marshall Wace LLP57,950$2.02M0.0%N/A0.087%
2/13/2025Jump Financial LLC76,963$2.68M0.1%+159.6%0.116%
2/13/2025Guggenheim Capital LLC10,317$360K0.0%-90.9%0.016%
2/13/2025Barclays PLC214,511$7.48M0.0%+88.9%0.323%
2/13/2025Summit Investment Advisors Inc.6,224$217K0.2%+8.1%0.009%
2/13/2025Townsquare Capital LLC76,243$2.66M0.0%-32.9%0.115%
2/13/2025Rockefeller Capital Management L.P.644,984$22.49M0.1%+57.1%0.973%
2/13/2025Renaissance Technologies LLC160,419$5.59M0.0%-21.3%0.242%
2/13/2025Legal & General Group Plc174,469$6.08M0.0%-0.8%0.263%
2/13/2025Invesco Ltd.238,948$8.33M0.0%-69.2%0.360%
2/13/2025Bank of Montreal Can11,057$386K0.0%+27.1%0.017%
2/13/2025Quadrant Capital Group LLC2,238$78K0.0%-10.0%0.003%
2/13/2025Russell Investments Group Ltd.71,337$2.49M0.0%-42.5%0.108%
2/13/2025Envestnet Asset Management Inc.152,555$5.32M0.0%-4.0%0.230%
2/13/2025Dynamic Technology Lab Private Ltd14,686$512K0.1%N/A0.022%
2/13/2025Wells Fargo & Company MN32,601$1.14M0.0%-14.5%0.049%
2/12/2025ExodusPoint Capital Management LP42,012$1.47M0.0%+91.9%0.063%
2/12/2025OV Management LLC139,603$4.87M2.3%+0.8%0.210%
2/12/2025Trexquant Investment LP51,413$1.79M0.0%N/A0.078%
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2/12/2025Geode Capital Management LLC1,337,709$46.66M0.0%+0.5%2.017%
2/12/2025Franklin Resources Inc.15,780$550K0.0%+18.3%0.024%
2/12/2025Alliancebernstein L.P.2,238,826$78.07M0.0%-57.4%3.376%
2/12/2025Wellington Management Group LLP202,274$7.05M0.0%+0.6%0.305%
2/12/2025Arrowstreet Capital Limited Partnership30,946$1.08M0.0%N/A0.047%
2/12/2025New Age Alpha Advisors LLC85,502$2.98M0.1%N/A0.129%
2/12/2025Norges Bank330,300$11.52M0.0%N/A0.498%
2/12/2025JPMorgan Chase & Co.246,199$8.59M0.0%+93.0%0.371%
2/12/2025WINTON GROUP Ltd35,569$1.24M0.1%+30.7%0.054%
2/12/2025Artisan Partners Limited Partnership1,110,105$38.71M0.1%-2.6%1.674%
(Data available from 1/1/2016 forward)

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CALX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CALX shares?

During the previous two years, 285 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were Vanguard Group Inc. ($278.19M), State Street Corp ($89.84M), Alliancebernstein L.P. ($78.07M), Millennium Management LLC ($70.83M), Hood River Capital Management LLC ($70.44M), TD Asset Management Inc ($68.09M), and Dimensional Fund Advisors LP ($63.90M).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 229 institutional investors that purchased Calix stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($1.67M), TD Asset Management Inc ($1.39M), 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 Millennium Management LLC ($966.49K).

How much institutional buying is happening at Calix?

Institutional investors have bought a total of 24,409,096 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

Which Calix major shareholders have been selling company stock?

Of the 147 institutional investors that sold Calix stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alliancebernstein L.P. ($3.02M), Assenagon Asset Management S.A. ($998.15K), Schonfeld Strategic Advisors LLC ($681.37K), Invesco Ltd. ($536.16K), Gilder Gagnon Howe & Co. LLC ($461.19K), Kornitzer Capital Management Inc. KS ($438.33K), and Lord Abbett & CO. LLC ($404.27K).

How much institutional selling is happening at Calix?

Institutional investors have sold a total of 12,713,609 shares in the last 24 months. This volume of shares sold represents approximately $517.71M in transactions.



This page (NYSE:CALX) was last updated on 4/15/2025 by MarketBeat.com Staff
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