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S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
MarketBeat Week in Review – 11/27 - 12/1
All the trading advice you’ve ever received boils down to this (Ad)
Mega merger in the works? Humana, Cigna explore big deal
Teen girls are being victimized by deepfake nudes. One family is pushing for more protections
All the trading advice you’ve ever received boils down to this (Ad)
US joins in other nations in swearing off coal power to clean the climate
US targets oil and natural gas industry's role in global warming with new rule on methane emissions
New CBOE “special perk” helps traders target income every weekend (Ad)
At COP28 meeting, oil companies pledge to combat methane. Environmentalists call it a "smokescreen"
BMW recalls SUVs after Takata air bag inflator blows apart, hurling shrapnel and injuring driver
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
MarketBeat Week in Review – 11/27 - 12/1
All the trading advice you’ve ever received boils down to this (Ad)
Mega merger in the works? Humana, Cigna explore big deal
Teen girls are being victimized by deepfake nudes. One family is pushing for more protections
All the trading advice you’ve ever received boils down to this (Ad)
US joins in other nations in swearing off coal power to clean the climate
US targets oil and natural gas industry's role in global warming with new rule on methane emissions
New CBOE “special perk” helps traders target income every weekend (Ad)
At COP28 meeting, oil companies pledge to combat methane. Environmentalists call it a "smokescreen"
BMW recalls SUVs after Takata air bag inflator blows apart, hurling shrapnel and injuring driver
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
MarketBeat Week in Review – 11/27 - 12/1
All the trading advice you’ve ever received boils down to this (Ad)
Mega merger in the works? Humana, Cigna explore big deal
Teen girls are being victimized by deepfake nudes. One family is pushing for more protections
All the trading advice you’ve ever received boils down to this (Ad)
US joins in other nations in swearing off coal power to clean the climate
US targets oil and natural gas industry's role in global warming with new rule on methane emissions
New CBOE “special perk” helps traders target income every weekend (Ad)
At COP28 meeting, oil companies pledge to combat methane. Environmentalists call it a "smokescreen"
BMW recalls SUVs after Takata air bag inflator blows apart, hurling shrapnel and injuring driver

Calix (CALX) Institutional Ownership

$39.58
+0.99 (+2.57%)
(As of 12/1/2023 ET)
Compare
Today's Range
$38.48
$39.70
50-Day Range
$32.72
$45.95
52-Week Range
$31.95
$77.44
Volume
631,409 shs
Average Volume
676,860 shs
Market Capitalization
$2.61 billion
P/E Ratio
58.21
Dividend Yield
N/A
Price Target
$69.88

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

Current
Institutional Ownership
Percentage
81.35%
Number of
Institutional Buyers
(last 12 months)
202
Total
Institutional Inflows
(last 12 months)
$939.38 M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$435.11 M
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Skip Chart & View Institutional Buying and Selling Data

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
12/1/2023Wellington Management Group LLP1,588,802$72.83M0.0%+24.6%2.411%
11/24/2023Deutsche Bank AG216,715$9.93M0.0%-9.5%0.329%
11/21/2023Comerica Bank23,883$1.10M0.0%N/A0.036%
11/17/2023Diversified Trust Co9,503$0.44M0.0%+11.7%0.014%
11/16/2023Creative Planning5,005$0.23M0.0%+7.6%0.008%
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%
11/15/2023The Manufacturers Life Insurance Company 70,916$3.25M0.0%+9.0%0.108%
11/15/2023GSA Capital Partners LLP33,939$1.56M0.1%+589.3%0.052%
11/15/2023Royal Bank of Canada35,665$1.64M0.0%+17.0%0.054%
11/15/2023Sei Investments Co.141,598$6.49M0.0%-27.2%0.215%
11/15/2023Seven Eight Capital LP15,402$0.71M0.1%N/A0.023%
11/15/2023JPMorgan Chase & Co.332,292$15.23M0.0%-20.0%0.504%
11/15/2023Legal & General Group Plc90,613$4.15M0.0%-1.3%0.138%
11/15/2023Ameriprise Financial Inc.1,429,624$65.53M0.0%+15.3%2.169%
11/15/2023Advisors Asset Management Inc.996$46K0.0%+102.0%0.002%
11/15/2023AQR Capital Management LLC59,014$2.71M0.0%-56.0%0.090%
11/14/2023Lazard Asset Management LLC3,735$0.17M0.0%-58.9%0.006%
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$0.49M0.0%N/A0.016%
11/14/2023California State Teachers Retirement System65,743$3.01M0.0%-8.8%0.100%
11/14/2023Tower Research Capital LLC TRC 2,409$0.11M0.0%-35.8%0.004%
11/14/2023Qube Research & Technologies Ltd34,288$1.57M0.0%-17.3%0.052%
11/14/2023Trexquant Investment LP63,991$2.93M0.1%-21.3%0.097%
11/14/2023Truvestments Capital LLC4,777$0.22M0.1%+22.2%0.007%
11/14/2023Westfield Capital Management Co. LP679,187$31.13M0.2%+27.8%1.031%
11/13/2023Epoch Investment Partners Inc.300,958$13.80M0.1%+11.6%0.457%
11/13/2023Millrace Asset Group Inc.49,713$2.28M2.8%-6.1%0.075%
11/13/2023Connor Clark & Lunn Investment Management Ltd.59,954$2.75M0.0%+21.2%0.091%
11/13/2023Kayne Anderson Rudnick Investment Management LLC1,531$70K0.0%+194.4%0.002%
11/13/2023Algert Global LLC68,042$3.12M0.1%+108.1%0.103%
11/13/2023Northern Trust Corp842,834$38.64M0.0%-1.0%1.279%
11/13/2023Federated Hermes Inc.8,410$0.39M0.0%-3.4%0.013%
11/13/2023Stifel Financial Corp5,130$0.24M0.0%N/A0.008%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund103,600$4.75M0.0%+125.2%0.157%
11/13/2023Paradigm Capital Management Inc. NY1,221,500$55.99M3.2%+33.6%1.854%
11/13/2023LPL Financial LLC11,271$0.52M0.0%+7.9%0.017%
11/13/2023Dark Forest Capital Management LP4,573$0.21M0.0%N/A0.007%
11/13/2023Acadian Asset Management LLC4,140$0.19M0.0%N/A0.006%
11/13/2023Hsbc Holdings PLC15,122$0.70M0.0%N/A0.023%
11/13/2023Invesco Ltd.118,575$5.44M0.0%-24.8%0.180%
11/13/2023WINTON GROUP Ltd6,371$0.29M0.0%N/A0.010%
11/13/2023Envestnet Asset Management Inc.50,102$2.30M0.0%+28.8%0.076%
11/13/2023Atika Capital Management LLC72,000$3.30M0.4%-71.5%0.109%
11/13/2023Lord Abbett & CO. LLC90,903$4.17M0.0%-81.6%0.138%
11/13/2023PNC Financial Services Group Inc.8,304$0.38M0.0%+26.7%0.013%
11/13/2023DekaBank Deutsche Girozentrale2,430$0.11M0.0%N/A0.004%
11/13/2023RK Capital Management LLC315,400$14.46M3.4%+9.7%0.479%
11/9/2023Loomis Sayles & Co. L P790,056$36.22M0.1%-3.0%1.199%
11/9/2023William Blair Investment Management LLC373,712$17.13M0.1%N/A0.567%
11/9/2023Rhumbline Advisers188,319$8.63M0.0%+1.6%0.286%
11/9/2023Alliance Wealth Advisors LLC UT8,405$0.39M0.1%+66.2%0.013%
11/9/2023Deutsche Bank AG216,715$9.93M0.0%-9.5%0.329%
11/9/2023Citigroup Inc.4,007$0.18M0.0%-82.4%0.006%
11/9/2023Skandinaviska Enskilda Banken AB publ 4,300$0.20M0.0%-17.3%0.007%
11/9/2023Liontrust Investment Partners LLP18,800$0.86M0.0%-92.2%0.029%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,953$0.55M0.0%-57.1%0.018%
11/9/2023Texas Permanent School Fund Corp50,128$2.30M0.0%-1.2%0.076%
11/9/2023Mutual of America Capital Management LLC88,225$4.04M0.0%+2.8%0.134%
11/9/2023UBS Group AG41,708$1.91M0.0%-10.4%0.063%
11/9/2023Artisan Partners Limited Partnership1,074,175$49.24M0.1%+106.5%1.630%
11/8/2023State of New Jersey Common Pension Fund D55,507$2.54M0.0%+8.0%0.084%
11/8/2023Charles Schwab Investment Management Inc.461,005$21.13M0.0%+4.5%0.700%
11/8/2023Swiss National Bank131,000$6.01M0.0%+1.0%0.199%
11/8/2023Amalgamated Bank36,490$1.67M0.0%-3.5%0.055%
11/7/2023Great Lakes Advisors LLC101,781$4.67M0.0%+0.5%0.154%
11/7/2023Quantbot Technologies LP25,992$1.19M0.1%-28.2%0.039%
11/7/2023New York State Common Retirement Fund174,677$8.01M0.0%+169.1%0.265%
11/7/2023Barclays PLC48,456$2.22M0.0%+3.9%0.074%
11/7/2023Jump Financial LLC78,278$3.59M0.1%-6.2%0.119%
11/6/2023Retirement Systems of Alabama73,700$3.38M0.0%-0.8%0.112%
11/6/2023Assenagon Asset Management S.A.328,798$15.07M0.0%-65.4%0.499%
11/6/2023Picton Mahoney Asset Management224,869$10.31M0.3%+12.0%0.341%
11/6/2023Los Angeles Capital Management LLC8,224$0.38M0.0%+4.0%0.012%
11/6/2023Victory Capital Management Inc.47,119$2.16M0.0%-40.7%0.072%
11/1/2023Mesirow Institutional Investment Management Inc.348,572$15.98M1.6%+35.5%0.529%
11/1/2023Congress Asset Management Co. MA799,141$36.63M0.3%+46.7%1.213%
11/1/2023Trifecta Capital Advisors LLC2,391$0.11M0.0%-20.1%0.004%
10/31/2023Teacher Retirement System of Texas18,709$0.86M0.0%+4.0%0.028%
10/31/2023Panagora Asset Management Inc.103,223$4.73M0.0%+0.3%0.157%
10/31/2023Kornitzer Capital Management Inc. KS790,453$36.23M0.7%+20.3%1.200%
10/30/2023Yousif Capital Management LLC28,055$1.29M0.0%-2.3%0.043%
10/30/2023Congress Wealth Management LLC DE 153,513$7.04M0.1%+39.0%0.233%
10/30/2023Thompson Investment Management Inc.41,425$1.90M0.3%+30.6%0.063%
10/27/2023Allspring Global Investments Holdings LLC298,816$13.70M0.0%-43.8%0.454%
10/27/2023Assetmark Inc.1,578$72K0.0%+31.9%0.002%
10/27/2023Portside Wealth Group LLC6,546$0.30M0.1%+27.2%0.010%
10/26/2023Inspire Investing LLC6,628$0.30M0.0%+5.5%0.010%
10/26/2023Mirae Asset Global Investments Co. Ltd.371,316$17.02M0.0%+9.4%0.560%
10/26/2023Strs Ohio4,400$0.20M0.0%-65.6%0.007%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank 11,663$0.54M0.0%+12.6%0.018%
10/25/2023New York State Teachers Retirement System60,278$2.76M0.0%-6.4%0.091%
10/24/2023Bank of New York Mellon Corp1,321,324$60.57M0.0%-2.0%1.992%
10/24/2023Redwood Investments LLC231,972$10.63M1.4%-6.9%0.350%
10/24/2023Raymond James Financial Services Advisors Inc.8,889$0.41M0.0%-18.4%0.013%
10/20/2023Harbor Capital Advisors Inc.11,529$0.53M0.1%+3.5%0.017%
10/16/2023Summit Global Investments24,915$1.14M0.1%N/A0.038%
10/13/2023SG Americas Securities LLC22,643$1.04M0.0%+114.1%0.034%
10/11/2023LVW Advisors LLC7,447$0.34M0.1%-4.5%0.011%
(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, 313 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were BlackRock Inc. ($403.41M), Vanguard Group Inc. ($352.73M), Gilder Gagnon Howe & Co. LLC ($115.77M), State Street Corp ($96.26M), Alliancebernstein L.P. ($93.56M), Dimensional Fund Advisors LP ($82.09M), and Wellington Management Group LLP ($72.83M).Learn more on CALX's institutional investors.

What percentage of Calix stock is owned by institutional investors?

81.35% 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 285 institutional investors that purchased Calix stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($2.77M), Vanguard Group Inc. ($1.83M), Millennium Management LLC ($1.65M), Neuberger Berman Group LLC ($1.09M), Artisan Partners Limited Partnership ($1.07M), Invesco Ltd. ($1.07M), and Assenagon Asset Management S.A. ($0.91M).

How much institutional buying is happening at Calix?

Institutional investors have bought a total of 34,066,368 shares in the last 24 months. This purchase volume represents approximately $1.84B in transactions.

Which Calix major shareholders have been selling company stock?

Of the 175 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. ($1.67M), Thrivent Financial for Lutherans ($1.60M), Renaissance Technologies LLC ($1.30M), Assenagon Asset Management S.A. ($0.88M), Lord Abbett & CO. LLC ($0.87M), Gilder Gagnon Howe & Co. LLC ($0.71M), and Schonfeld Strategic Advisors LLC ($0.68M).

How much institutional selling is happening at Calix?

Institutional investors have sold a total of 17,839,424 shares in the last 24 months. This volume of shares sold represents approximately $976.42M in transactions.


This page (NYSE:CALX) was last updated on 12/2/2023 by MarketBeat.com Staff

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