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CISO

CISO Global

31 hedge funds and large institutions have $500K invested in CISO Global in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.25% less ownership

Funds ownership: 0.43%0.18% (-0.25%)

3% less funds holding

Funds holding: 3231 (-1)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

68% less capital invested

Capital invested by funds: $1.58M → $500K (-$1.08M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$134K +$2.34K +1,350 +2%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$62.8K -$12.1K -6,978 -14%
BlackRock
3
BlackRock
New York
$48.6K
FIM
4
Fernwood Investment Management
Massachusetts
$41.7K
SCI
5
Stableford Capital II
Arizona
$37.2K
GIA
6
Gladstone Institutional Advisory
Florida
$32.6K
State Street
7
State Street
Massachusetts
$20.4K
Millennium Management
8
Millennium Management
New York
$16.3K +$18.5K +10,693 New
RJA
9
Raymond James & Associates
Florida
$14.3K
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$13K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$12.4K +$12.3K +7,107 +707%
PD
12
Planning Directions
Pennsylvania
$12.3K -$15K -8,643 -52%
VF
13
Virtu Financial
New York
$10K +$11.6K +6,705 New
Northern Trust
14
Northern Trust
Illinois
$7.78K
XT
15
XTX Topco
Cayman Islands
$6.61K +$4.83K +2,789 +180%
LPL Financial
16
LPL Financial
California
$6.1K
TRCT
17
Tower Research Capital (TRC)
New York
$5.79K +$4.36K +2,517 +199%
BSW
18
Buckingham Strategic Wealth
Missouri
$4.06K -$866 -500 -16%
TSS
19
Two Sigma Securities
New York
$3.56K +$4.04K +2,334 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.36K
UBS Group
21
UBS Group
Switzerland
$2.26K -$1.15K -666 -31%
CAM
22
Carret Asset Management
New York
$2.03K -$1.16K -667 -33%
LCM
23
Lazari Capital Management
California
$2.03K
SG
24
StoneX Group
New York
$1.41K +$1.6K +927 New
Bank of America
25
Bank of America
North Carolina
$212 +$14 +8 +6%

CISO Hedge Fund Activity: Q4 2023 in Review

31 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in CISO Global (CISO) for Q4 2023, worth a combined $500K — down 68% from $1.58M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CISO and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 7 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $18.5K. The largest seller was Lynwood Capital Management, exiting entirely with an estimated $945K sold.

  • 31 institutional investors held CISO Global (CISO) as of Q4 2023, down from 32 in Q3 2023.
  • Funds reported $500K of CISO Global stock for Q4 2023, down 68% quarter-over-quarter.
  • 4 funds opened new CISO Global positions in Q4 2023 and 5 closed out, a net change of -1 holder.
  • The largest CISO Global buyer in Q4 2023 was Millennium Management, an estimated $18.5K added.
  • The largest CISO Global seller in Q4 2023 was Lynwood Capital Management, an estimated $945K sold.

Based on aggregated 13F filings for Q4 2023.