Calix (CALX) Institutional Ownership

$31.39
+0.20 (+0.64%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
98.14%
Number of
Institutional Buyers
(last 12 months)
139
Total
Institutional Inflows
(last 12 months)
$591.28M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$225.74M
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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
5/17/2024 Comerica Bank68,544$2.27M0.0%-18.9%0.105%
5/16/2024 California State Teachers Retirement System59,246$1.97M0.0%-5.8%0.090%
5/15/2024 Price T Rowe Associates Inc. MD35,624$1.18M0.0%+6.3%0.054%
5/15/2024 Lazard Asset Management LLC3,779$124K0.0%-46.8%0.006%
5/15/2024 Epoch Investment Partners Inc.1,164,049$38.60M0.2%+23.3%1.776%
5/15/2024 Truvestments Capital LLC2,458$82K0.0%-63.5%0.004%
5/15/2024 Quadrature Capital Ltd11,775$391K0.0%N/A0.018%
5/14/2024 DC Investments Management LLC202,705$6.72M5.4%+42.0%0.309%
5/14/2024 EntryPoint Capital LLC3,700$123K0.1%+8,924.4%0.006%
5/14/2024 CANADA LIFE ASSURANCE Co62,677$2.08M0.0%+39.3%0.096%
5/14/2024 American International Group Inc.31,801$1.06M0.0%-70.6%0.049%
5/13/2024 Seven Eight Capital LP34,555$1.15M0.1%+88.7%0.053%
5/13/2024 Ameritas Investment Partners Inc.6,108$203K0.0%-68.4%0.009%
5/11/2024 Edgestream Partners L.P.166,995$5.54M0.3%+109.9%0.255%
5/10/2024 Connors Investor Services Inc.58,542$1.94M0.2%N/A0.089%
5/10/2024 Vanguard Group Inc.7,323,628$242.85M0.0%+14.0%11.176%
5/10/2024 Westfield Capital Management Co. LP584,576$19.39M0.1%-14.2%0.892%
5/9/2024 State Board of Administration of Florida Retirement System18,233$605K0.0%+8.0%0.028%
5/9/2024 Koshinski Asset Management Inc.20,175$669K0.1%N/A0.031%
5/8/2024 William Blair Investment Management LLC923,288$30.62M0.1%-4.5%1.409%
5/8/2024 ProShare Advisors LLC11,884$394K0.0%-7.5%0.018%
5/8/2024 Russell Investments Group Ltd.132,990$4.41M0.0%+24.3%0.203%
5/8/2024 Headlands Technologies LLC1,452$48K0.0%N/A0.002%
5/8/2024 Inspire Investing LLC10,740$356K0.0%+22.8%0.016%
5/7/2024 Sei Investments Co.77,547$2.57M0.0%-6.7%0.118%
5/7/2024 Swiss National Bank117,000$3.88M0.0%-0.5%0.179%
5/7/2024 Mesirow Institutional Investment Management Inc.329,280$10.92M1.0%-18.0%0.502%
5/7/2024 SG Americas Securities LLC3,559$118K0.0%-35.8%0.005%
5/6/2024 Quantbot Technologies LP34,536$1.15M0.1%N/A0.053%
5/6/2024 Texas Permanent School Fund Corp51,305$1.70M0.0%+2.0%0.078%
5/3/2024 GSA Capital Partners LLP36,230$1.20M0.1%N/A0.055%
5/2/2024 Mutual of America Capital Management LLC10,098$335K0.0%-72.1%0.015%
5/2/2024 FORA Capital LLC21,825$724K0.1%N/A0.033%
5/1/2024 Capstone Investment Advisors LLC9,695$321K0.0%N/A0.015%
5/1/2024 BNP Paribas Financial Markets53,995$1.79M0.0%+8.5%0.082%
5/1/2024 Mirae Asset Global Investments Co. Ltd.314,520$10.43M0.0%-14.6%0.480%
5/1/2024 Baillie Gifford & Co.9,485$315K0.0%-26.5%0.014%
5/1/2024 Diversify Advisory Services LLC7,466$242K0.0%N/A0.011%
4/30/2024 Norden Group LLC10,981$364K0.0%+32.9%0.017%
4/29/2024 Principal Financial Group Inc.305,569$10.13M0.0%+39.9%0.466%
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4/26/2024 Yousif Capital Management LLC26,332$873K0.0%-3.3%0.040%
4/25/2024 New 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%
3/22/2024 PNC Financial Services Group Inc.7,018$307K0.0%-15.5%0.011%
3/11/2024 Vanguard Group Inc.6,422,915$280.62M0.0%+0.9%9.819%
3/5/2024 Wellington 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%
2/28/2024 American International Group Inc.108,034$4.72M0.0%-3.6%0.165%
2/15/2024 Penn Capital Management Company LLC153,366$6.71M0.6%+13.9%0.233%
2/15/2024 G2 Investment Partners Management LLC138,938$6.07M1.8%-49.1%0.211%
2/15/2024 Gilder Gagnon Howe & Co. LLC1,551,613$67.79M0.9%-10.6%2.354%
2/14/2024 Analog Century Management LP277,536$12.13M2.8%-11.0%0.421%
2/14/2024 Neuberger Berman Group LLC167,851$7.33M0.0%+28.6%0.255%
2/14/2024 Seven Eight Capital LP18,312$800K0.1%+18.9%0.028%
2/13/2024 Epoch Investment Partners Inc.944,350$41.26M0.2%+213.8%1.433%
2/13/2024 Campbell & CO Investment Adviser LLC41,854$1.83M0.2%N/A0.064%
2/12/2024 TFO Wealth Partners LLC1,111$49K0.0%+13,787.5%0.002%
2/12/2024 Olympiad Research LP7,935$347K0.3%N/A0.012%
2/12/2024 TD Asset Management Inc1,610,885$70.38M0.1%+516.6%2.444%
2/12/2024 Artisan Partners Limited Partnership1,233,425$53.89M0.1%+14.8%1.872%
2/9/2024 Westfield 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%
2/9/2024 Neuberger Berman Group LLC167,851$7.33M0.0%+28.6%0.255%
2/9/2024 Assetmark Inc.2,233$98K0.0%+41.5%0.003%
2/9/2024 Trexquant Investment LP36,936$1.61M0.0%-42.3%0.056%
2/9/2024 PNC Financial Services Group Inc.7,018$307K0.0%-15.5%0.011%
2/9/2024 Norges Bank606,152$26.48M0.0%N/A0.920%
2/8/2024 Marathon Capital Management57,105$2.50M0.6%+5.6%0.087%
2/8/2024 Great Lakes Advisors LLC51,802$2.26M0.0%-49.1%0.079%
2/8/2024 Panagora Asset Management Inc.102,919$4.50M0.0%-0.3%0.156%
2/8/2024 Quadrant Capital Group LLC2,232$98K0.0%+18.5%0.003%
2/8/2024 KLR Investment Advisors LLC7,714$337K0.2%+33.9%0.012%
2/8/2024 Vanguard Personalized Indexing Management LLC6,097$266K0.0%N/A0.009%
2/7/2024 Principal Financial Group Inc.218,359$9.54M0.0%-0.4%0.331%
2/7/2024 Dimensional Fund Advisors LP1,672,146$73.06M0.0%+2.2%2.537%
2/7/2024 Jump Financial LLC4,900$214K0.0%-93.7%0.007%
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2/7/2024 BNP Paribas Financial Markets49,764$2.17M0.0%-70.4%0.076%
2/7/2024 Mesirow Institutional Investment Management Inc.401,454$17.54M1.6%+15.2%0.609%
2/6/2024 Charles Schwab Investment Management Inc.468,490$20.47M0.0%+1.6%0.711%
2/6/2024 Private Advisor Group LLC5,668$248K0.0%N/A0.009%
2/6/2024 National 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%
2/6/2024 Swiss National Bank117,600$5.14M0.0%-10.2%0.178%
2/5/2024 Victory Capital Management Inc.18,127$792K0.0%-61.5%0.028%
2/5/2024 Norden Group LLC8,260$361K0.1%+34.2%0.013%
(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, 255 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were BlackRock Inc. ($463.76M), Vanguard Group Inc. ($242.85M), 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 219 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), Assenagon Asset Management S.A. ($1.26M), Artisan Partners Limited Partnership ($1.23M), Epoch Investment Partners Inc. ($1.16M), Neuberger Berman Group LLC ($1.15M), and Congress Asset Management Co. MA ($1.05M).

How much institutional buying is happening at Calix?

Institutional investors have bought a total of 23,277,757 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 128 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), Assenagon Asset Management S.A. ($772.05K), Schonfeld Strategic Advisors LLC ($681.37K), and Bank of New York Mellon Corp ($613.16K).

How much institutional selling is happening at Calix?

Institutional investors have sold a total of 13,651,704 shares in the last 24 months. This volume of shares sold represents approximately $691.33M in transactions.


This page (NYSE:CALX) was last updated on 5/17/2024 by MarketBeat.com Staff

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