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2,379 hedge funds and large institutions have $175B invested in Cisco in 2019 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 901 increasing their positions, 1,134 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 93

25% more funds holding in top 10

Funds holding in top 10: 299373 (+74)

22% more capital invested

Capital invested by funds: $144B → $175B (+$31.9B)

10% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.44B

1% more funds holding

Funds holding: 2,3462,379 (+33)

0.49% less ownership

Funds ownership: 74.48%73.99% (-0.49%)

21% less repeat investments, than reductions

Existing positions increased: 901 | Existing positions reduced: 1,134

Holders
2,379
Holders Change
+33
Holders Change %
+1.41%
% of All Funds
51.48%
Holding in Top 10
373
Holding in Top 10 Change
+74
Holding in Top 10 Change %
+24.75%
% of All Funds
8.07%
New
158
Increased
901
Reduced
1,134
Closed
93
Calls
$1.59B
Puts
$1.44B
Net Calls
+$149M
Net Calls Change
+$316M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$1.21B +$6.43M +132,326 +0.6%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$1.19B -$45.1M -928,338 -4%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.16B -$180M -3,699,425 -15%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.14B +$66.8M +1,375,717 +7%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$1.12B -$52.1M -1,072,893 -5%
Charles Schwab
31
Charles Schwab
California
$1.09B +$50.1M +1,030,459 +5%
Primecap Management
32
Primecap Management
California
$1.09B -$138M -2,833,700 -12%
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.04B -$19.5M -401,458 -2%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$1.03B -$64.5M -1,326,656 -6%
UBS AM
35
UBS AM
Illinois
$996M -$17.1M -352,437 -2%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$980M -$11.2M -231,337 -1%
Franklin Resources
37
Franklin Resources
California
$948M -$183M -3,762,570 -18%
PPA
38
Parametric Portfolio Associates
Washington
$873M -$7.95M -163,527 -1%
Macquarie Group
39
Macquarie Group
Australia
$862M -$26.6M -547,773 -3%
TA
40
Teachers Advisors
New York
$849M -$28.4M -583,776 -4%
Swiss National Bank
41
Swiss National Bank
Switzerland
$829M -$13.2M -271,500 -2%
AQR Capital Management
42
AQR Capital Management
Connecticut
$799M +$56.5M +1,162,437 +8%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$762M -$7.2M -148,258 -1%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$749M +$39.5M +813,196 +6%
DZ Bank
45
DZ Bank
Germany
$712M +$26.7M +548,587 +4%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$670M -$73.3M -1,508,338 -11%
Allianz Asset Management
47
Allianz Asset Management
Germany
$658M -$14.4M -296,021 -2%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$656M -$5.86M -120,522 -1%
RJA
49
Raymond James & Associates
Florida
$647M -$3.51M -72,225 -0.6%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$628M -$17.6M -363,138 -3%

CSCO Hedge Fund Activity: Q1 2019 in Review

2,379 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cisco (CSCO) for Q1 2019, worth a combined $175B — up 22% from $144B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new CSCO positions and 93 closed out — a net gain of 65 holders — while 901 added to existing stakes and 1,134 trimmed.

The largest buyer was Legal & General Group, adding an estimated $213M. The largest seller was BlackRock, cutting an estimated $674M.

  • 2,379 institutional investors held Cisco (CSCO) as of Q1 2019, up from 2,346 in Q4 2018.
  • Funds reported $175B of Cisco stock for Q1 2019, up 22% quarter-over-quarter.
  • 158 funds opened new Cisco positions in Q1 2019 and 93 closed out, a net change of +65 holders.
  • The largest Cisco buyer in Q1 2019 was Legal & General Group, an estimated $213M added.
  • The largest Cisco seller in Q1 2019 was BlackRock, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2019.