CISO

CISO Global
CISO

Overview Fund Activity

32 hedge funds and large institutions have $1.58M invested in CISO Global in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 12 closing their positions.

Holders
32
Holders Change
-10
Holders Change %
-23.81%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
2
Increased
9
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Lynwood Capital Management
Ontario, Canada
$945K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$181K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$101K
4
State Street
4
State Street
Massachusetts
$28.1K
5
LPL Financial
5
LPL Financial
California
$8.4K

Top Sellers

1
YIH
1
Y-Intercept (HK)
Hong Kong
$0
2
KC
2
Kepos Capital
New York
$0
3
WAM
3
Warberg Asset Management
Illinois
$4.36K
4
VF
4
Virtu Financial
New York
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
1
Lynwood Capital Management
Ontario, Canada
$945K 6,750,000 +1,135,000 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$181K 1,295,158 +710,466 +122%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$101K 722,615 +259,772 +56%
BlackRock
4
BlackRock
New York
$67K 478,317 -2,179 -0.5%
FIM
5
Fernwood Investment Management
Massachusetts
$57.4K 410,000 – –
GIA
6
Gladstone Institutional Advisory
Florida
$44.9K 320,500 – –
PD
7
Planning Directions
Pennsylvania
$35K 250,262 -72,738 -23%
State Street
8
State Street
Massachusetts
$28.1K 200,973 +54,700 +37%
SCI
9
Stableford Capital II
Arizona
$25.7K 275,201 – –
RJA
10
Raymond James & Associates
Florida
$19.7K 140,923 +10,000 +8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$18K 126,230 – –
Northern Trust
12
Northern Trust
Illinois
$10.7K 76,612 – –
LPL Financial
13
LPL Financial
California
$8.4K 60,000 +30,000 +100%
BSW
14
Buckingham Strategic Wealth
Missouri
$6.65K 47,500 – –
UBS Group
15
UBS Group
Switzerland
$4.5K 32,164 -7,255 -18%
WAM
16
Warberg Asset Management
Illinois
$4.36K 31,117 -128,883 -81%
CAM
17
Carret Asset Management
New York
$4.2K 30,000 +20,000 +200%
XT
18
XTX Topco
Cayman Islands
$3.25K 23,225 -89,516 -79%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.25K 23,190 – –
LCM
20
Lazari Capital Management
California
$2.8K 20,000 +20,000 New
TRCT
21
Tower Research Capital (TRC)
New York
$2.66K 19,012 +19,012 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.11K 15,078 -49,689 -77%
US Bancorp
23
US Bancorp
Minnesota
$2.1K 15,000 – –
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$1.15K 8,246 -75,688 -90%
Morgan Stanley
25
Morgan Stanley
New York
$910 6,506 -1,110 -15%
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