Calix (CALX) Institutional Ownership

$28.40
+0.17 (+0.60%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
98.14%
Number of
Institutional Buyers
(last 12 months)
139
Total
Institutional Inflows
(last 12 months)
$669.75M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$266.66M
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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
4/26/2024Yousif Capital Management LLC26,332$873K0.0%-3.3%0.040%
4/25/2024New York State Teachers Retirement System61,300$2.03M0.0%+1.5%0.094%
4/24/2024 Assenagon Asset Management S.A.607,001$20.13M0.0%+175.1%0.928%
4/23/2024 Louisiana State Employees Retirement System29,000$962K0.0%+75.8%0.044%
4/23/2024 KLR Investment Advisors LLC6,921$230K0.2%-10.3%0.011%
4/20/2024 Maryland State Retirement & Pension System21,124$700K0.0%N/A0.032%
4/19/2024 Norden Group LLC143,299$4.75M0.1%+1,634.9%0.219%
4/19/2024 State of Alaska Department of Revenue35,711$1.18M0.0%+463.7%0.055%
4/19/2024 Handelsinvest Investeringsforvaltning2,145$71K0.0%-34.2%0.003%
4/18/2024 Allspring Global Investments Holdings LLC204,944$6.80M0.0%-14.6%0.313%
4/18/2024 Congress Wealth Management LLC DE 175,807$5.83M0.1%+41.0%0.269%
4/18/2024 Diversified Trust Co9,007$299K0.0%-4.1%0.014%
4/16/2024 Trifecta Capital Advisors LLC1,191$39K0.0%-50.2%0.002%
4/16/2024 Harbour Capital Advisors LLC10,450$335K0.1%+52.0%0.016%
4/16/2024 Artemis Investment Management LLP361,873$12.00M0.2%-13.0%0.553%
4/15/2024 Thompson Investment Management Inc.55,950$1.86M0.3%+42.6%0.086%
4/11/2024 Congress Asset Management Co. MA1,045,867$34.68M0.2%+19.4%1.599%
3/22/2024PNC Financial Services Group Inc.7,018$307K0.0%-15.5%0.011%
3/11/2024Vanguard Group Inc.6,422,915$280.62M0.0%+0.9%9.819%
3/5/2024Wellington Management Group LLP1,755,497$76.70M0.0%+10.5%2.684%
3/4/2024 Congress Asset Management Co. MA875,687$38.26M0.3%+9.6%1.339%
2/28/2024American International Group Inc.108,034$4.72M0.0%-3.6%0.165%
2/15/2024Penn Capital Management Company LLC153,366$6.71M0.6%+13.9%0.233%
2/15/2024G2 Investment Partners Management LLC138,938$6.07M1.8%-49.1%0.211%
2/15/2024Gilder Gagnon Howe & Co. LLC1,551,613$67.79M0.9%-10.6%2.354%
2/14/2024Analog Century Management LP277,536$12.13M2.8%-11.0%0.421%
2/14/2024Neuberger Berman Group LLC167,851$7.33M0.0%+28.6%0.255%
2/14/2024Seven Eight Capital LP18,312$800K0.1%+18.9%0.028%
2/13/2024Epoch Investment Partners Inc.944,350$41.26M0.2%+213.8%1.433%
2/13/2024Campbell & CO Investment Adviser LLC41,854$1.83M0.2%N/A0.064%
2/12/2024TFO Wealth Partners LLC1,111$49K0.0%+13,787.5%0.002%
2/12/2024Olympiad Research LP7,935$347K0.3%N/A0.012%
2/12/2024TD Asset Management Inc1,610,885$70.38M0.1%+516.6%2.444%
2/12/2024Artisan Partners Limited Partnership1,233,425$53.89M0.1%+14.8%1.872%
2/9/2024Westfield Capital Management Co. LP681,620$29.78M0.2%+0.4%1.034%
2/9/2024 Congress Wealth Management LLC DE 124,723$5.45M0.1%-18.8%0.189%
2/9/2024Neuberger Berman Group LLC167,851$7.33M0.0%+28.6%0.255%
2/9/2024Assetmark Inc.2,233$98K0.0%+41.5%0.003%
2/9/2024Trexquant Investment LP36,936$1.61M0.0%-42.3%0.056%
2/9/2024PNC Financial Services Group Inc.7,018$307K0.0%-15.5%0.011%
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2/9/2024Norges Bank606,152$26.48M0.0%N/A0.920%
2/8/2024Marathon Capital Management57,105$2.50M0.6%+5.6%0.087%
2/8/2024Great Lakes Advisors LLC51,802$2.26M0.0%-49.1%0.079%
2/8/2024Panagora Asset Management Inc.102,919$4.50M0.0%-0.3%0.156%
2/8/2024Quadrant Capital Group LLC2,232$98K0.0%+18.5%0.003%
2/8/2024 KLR Investment Advisors LLC7,714$337K0.2%+33.9%0.012%
2/8/2024Vanguard Personalized Indexing Management LLC6,097$266K0.0%N/A0.009%
2/7/2024Principal Financial Group Inc.218,359$9.54M0.0%-0.4%0.331%
2/7/2024Dimensional Fund Advisors LP1,672,146$73.06M0.0%+2.2%2.537%
2/7/2024Jump Financial LLC4,900$214K0.0%-93.7%0.007%
2/7/2024BNP Paribas Financial Markets49,764$2.17M0.0%-70.4%0.076%
2/7/2024Mesirow Institutional Investment Management Inc.401,454$17.54M1.6%+15.2%0.609%
2/6/2024Charles Schwab Investment Management Inc.468,490$20.47M0.0%+1.6%0.711%
2/6/2024Private Advisor Group LLC5,668$248K0.0%N/A0.009%
2/6/2024National Bank of Canada FI114,596$4.97M0.0%-20.6%0.174%
2/6/2024 Amalgamated Bank37,058$1.62M0.0%+1.6%0.056%
2/6/2024 Los Angeles Capital Management LLC7,656$334K0.0%-6.9%0.012%
2/6/2024Swiss National Bank117,600$5.14M0.0%-10.2%0.178%
2/5/2024Victory Capital Management Inc.18,127$792K0.0%-61.5%0.028%
2/5/2024 Norden Group LLC8,260$361K0.1%+34.2%0.013%
2/5/2024Alliance Wealth Advisors LLC UT8,780$384K0.1%+4.5%0.013%
2/5/2024Russell Investments Group Ltd.107,010$4.68M0.0%+3.2%0.162%
2/2/2024Truist Financial Corp22,052$963K0.0%-13.5%0.033%
2/2/2024Semanteon Capital Management LP17,007$743K0.5%N/A0.026%
2/2/2024State of New Jersey Common Pension Fund D65,476$2.86M0.0%+18.0%0.099%
2/1/2024Yousif Capital Management LLC27,225$1.19M0.0%-3.0%0.041%
2/1/2024New York State Common Retirement Fund176,867$7.73M0.0%+1.3%0.268%
1/31/2024Kornitzer Capital Management Inc. KS823,253$35.97M0.7%+4.1%1.249%
1/31/2024Federated Hermes Inc.7,552$330K0.0%-10.2%0.011%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 10,810$472K0.0%-7.3%0.016%
1/29/2024 Louisiana State Employees Retirement System16,500$721K0.0%N/A0.025%
1/26/2024Mutual of America Capital Management LLC36,195$1.58M0.0%-59.0%0.055%
1/25/2024 Allspring Global Investments Holdings LLC239,865$10.48M0.0%-19.7%0.364%
1/25/2024Nisa Investment Advisors LLC2,154$94K0.0%-48.5%0.003%
1/24/2024Mirae Asset Global Investments Co. Ltd.368,182$16.09M0.0%-0.8%0.559%
1/24/2024Arizona State Retirement System16,686$729K0.0%-1.7%0.025%
1/19/2024Redwood Investments LLC63,304$2.77M0.7%-72.7%0.096%
1/19/2024 State of Alaska Department of Revenue6,335$276K0.0%-9.4%0.010%
1/17/2024 Assenagon Asset Management S.A.220,683$9.64M0.0%-32.9%0.335%
1/17/2024 Artemis Investment Management LLP415,783$18.17M0.3%N/A0.631%
1/16/2024 Thompson Investment Management Inc.39,225$1.71M0.3%-5.3%0.060%
1/16/2024Pacer Advisors Inc.9,091$397K0.0%+74.7%0.014%
1/12/2024SG Americas Securities LLC5,540$242K0.0%-75.5%0.008%
1/11/2024 Handelsinvest Investeringsforvaltning3,258$142K0.1%N/A0.005%
1/10/2024Dfpg Investments LLC5,885$260K0.0%N/A0.009%
1/5/2024 Harbour Capital Advisors LLC6,875$304K0.1%N/A0.010%
12/18/2023Vanguard Group Inc.6,364,846$291.77M0.0%+4.9%9.658%
12/13/2023Teachers Retirement System of The State of Kentucky19,526$895K0.0%+95.1%0.030%
12/6/2023Citigroup Inc.4,007$184K0.0%-82.4%0.006%
12/1/2023Wellington Management Group LLP1,588,802$72.83M0.0%+24.6%2.411%
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11/24/2023Deutsche Bank AG216,715$9.93M0.0%-9.5%0.329%
11/17/2023 Diversified Trust Co9,503$436K0.0%+11.7%0.014%
11/16/2023Penserra Capital Management LLC161,811$7.42M0.2%+31.8%0.246%
11/15/2023Townsquare Capital LLC60,717$2.78M0.1%+48.4%0.092%
11/15/2023GSA Capital Partners LLP33,939$1.56M0.1%+589.3%0.052%
11/15/2023Seven Eight Capital LP15,402$706K0.1%N/A0.023%
11/15/2023Ameriprise Financial Inc.1,429,624$65.53M0.0%+15.3%2.169%
11/14/2023Schonfeld Strategic Advisors LLC31,835$1.46M0.0%-95.5%0.048%
11/14/2023Sora Investors LLC150,000$6.88M1.5%N/A0.228%
11/14/2023Teza Capital Management LLC10,664$489K0.0%N/A0.016%
(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, 251 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were BlackRock Inc. ($463.76M), Vanguard Group Inc. ($280.62M), Alliancebernstein L.P. ($123.33M), Wellington Management Group LLP ($76.70M), Dimensional Fund Advisors LP ($73.06M), Hood River Capital Management LLC ($70.44M), and TD Asset Management Inc ($70.38M).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 216 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), Assenagon Asset Management S.A. ($1.26M), Artisan Partners Limited Partnership ($1.23M), Neuberger Berman Group LLC ($1.15M), Congress Asset Management Co. MA ($1.05M), Epoch Investment Partners Inc. ($944.35K), and Allspring Global Investments Holdings LLC ($652.03K).

How much institutional buying is happening at Calix?

Institutional investors have bought a total of 22,809,290 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

Which Calix major shareholders have been selling company stock?

Of the 127 institutional investors that sold Calix stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thrivent Financial for Lutherans ($1.40M), Alliancebernstein L.P. ($1.14M), Renaissance Technologies LLC ($998.18K), Gilder Gagnon Howe & Co. LLC ($897.59K), Lord Abbett & CO. LLC ($867.45K), Assenagon Asset Management S.A. ($772.05K), and Schonfeld Strategic Advisors LLC ($681.37K).

How much institutional selling is happening at Calix?

Institutional investors have sold a total of 14,102,796 shares in the last 24 months. This volume of shares sold represents approximately $714.79M in transactions.


This page (NYSE:CALX) was last updated on 4/28/2024 by MarketBeat.com Staff

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