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3,015 hedge funds and large institutions have $156B invested in Cisco in 2023 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,309 increasing their positions, 1,257 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 117

23% more call options, than puts

Call options by funds: $2.68B | Put options by funds: $2.17B

4% more repeat investments, than reductions

Existing positions increased: 1,309 | Existing positions reduced: 1,257

0.2% more ownership

Funds ownership: 73.68%73.87% (+0.2%)

0% more funds holding

Funds holding: 3,0123,015 (+3)

1% less capital invested

Capital invested by funds: $158B → $156B (-$2.06B)

18% less funds holding in top 10

Funds holding in top 10: 177145 (-32)

Holders
3,015
Holders Change
+3
Holders Change %
+0.1%
% of All Funds
47.33%
Holding in Top 10
145
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-18.08%
% of All Funds
2.28%
New
145
Increased
1,309
Reduced
1,257
Closed
117
Calls
$2.68B
Puts
$2.17B
Net Calls
+$503M
Net Calls Change
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
PPG
2626
Peak Planning Group
Colorado
$294K +$984 +20 +0.4%
TFA
2627
Triad Financial Advisors
North Carolina
$293K +$689 +14 +0.2%
KWMG
2628
King Wealth Management Group
Florida
$293K -$11.8K -239 -4%
JWA
2629
JFS Wealth Advisors
Pennsylvania
$292K +$49 +1 +0%
TAIM
2630
TD Ameritrade Investment Management
Nebraska
$292K -$31.4K -638 -10%
MAM
2631
Montchanin Asset Management
Delaware
$292K
WMP
2632
Wealth Management Partners
Arizona
$292K -$24.8K -505 -8%
NF
2633
Nvest Financial
New Hampshire
$291K -$10.4K -211 -4%
GSIAS
2634
Garden State Investment Advisory Services
New Jersey
$290K +$49 +1 +0%
BWG
2635
Beta Wealth Group
California
$290K +$275K +5,600 New
WWMSC
2636
Wagner Wealth Management (South Carolina)
South Carolina
$289K +$5.9K +120 +2%
PHIC
2637
Pine Haven Investment Counsel
Massachusetts
$288K -$43.3K -880 -14%
CSIA
2638
Charles Schwab Investment Advisory
California
$287K +$53.2K +1,081 +24%
WAM
2639
Watershed Asset Management
California
$286K +$17.9K +364 +7%
FC
2640
Financial Council
Maryland
$286K -$22.1K -450 -8%
NSB
2641
Norway Savings Bank
Maine
$286K -$19.9K -405 -7%
CWA
2642
Centennial Wealth Advisory
Michigan
$286K +$272K +5,526 New
LFGO
2643
Legacy Financial Group (Oklahoma)
Oklahoma
$286K +$40.7K +828 +18%
FWM
2644
Fingerlakes Wealth Management
New York
$285K -$16.8K -342 -6%
DCBT
2645
Dakota Community Bank & Trust
North Dakota
$285K -$12.5K -255 -4%
CA
2646
Carson Advisory
Georgia
$285K +$98 +2 +0%
GLLW
2647
Graves Light Lenhart Wealth
Virginia
$285K +$33K +671 +14%
III
2648
Independent Investors Inc
New York
$285K -$738K -15,000 -73%
DLG
2649
Daniel L. Goodwin
$285K
SJL
2650
Shayne & Jacobs LLC
Tennessee
$285K

CSCO Hedge Fund Activity: Q2 2023 in Review

3,015 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Cisco (CSCO) for Q2 2023, worth a combined $156B — down 1.3% from $158B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new CSCO positions and 117 closed out — a net gain of 28 holders — while 1,309 added to existing stakes and 1,257 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $365M.

  • 3,015 institutional investors held Cisco (CSCO) as of Q2 2023, up from 3,012 in Q1 2023.
  • Funds reported $156B of Cisco stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 145 funds opened new Cisco positions in Q2 2023 and 117 closed out, a net change of +28 holders.
  • The largest Cisco buyer in Q2 2023 was Arrowstreet Capital, an estimated $358M added.
  • The largest Cisco seller in Q2 2023 was Bank of America, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2023.