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2,105 hedge funds and large institutions have $144B invested in Cisco in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 816 increasing their positions, 828 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 51

34% more funds holding in top 10

Funds holding in top 10: 180242 (+62)

13% more capital invested

Capital invested by funds: $128B → $144B (+$16.2B)

11% more funds holding

Funds holding: 1,8892,105 (+216)

0.64% less ownership

Funds ownership: 76.61%75.97% (-0.64%)

1% less repeat investments, than reductions

Existing positions increased: 816 | Existing positions reduced: 828

15% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.53B

Holders
2,105
Holders Change
+216
Holders Change %
+11.43%
% of All Funds
47.73%
Holding in Top 10
242
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+34.44%
% of All Funds
5.49%
New
284
Increased
816
Reduced
828
Closed
51
Calls
$1.3B
Puts
$1.53B
Net Calls
-$229M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
O
101
OppenheimerFunds
New York
$218M -$232M -6,498,536 -53%
SO
102
STRS Ohio
Ohio
$207M -$12.6M -352,271 -6%
PI
103
Putnam Investments
Massachusetts
$201M +$1.36M +38,105 +0.7%
LBA
104
Letko, Brosseau & Associates
Quebec, Canada
$199M -$7.24M -202,565 -4%
GC
105
Guggenheim Capital
Illinois
$192M -$1.12M -31,366 -0.6%
AT
106
AMF Tjänstepension
Sweden
$191M +$10.7M +298,270 +6%
Two Sigma Advisers
107
Two Sigma Advisers
New York
$190M -$118M -3,313,744 -40%
PI
108
PGGM Investments
Netherlands
$188M +$8.33M +233,284 +5%
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$188M +$172M +4,824,903 +5,651%
GT
110
Glenmede Trust
Pennsylvania
$188M +$2.03M +56,892 +1%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$183M -$22.3M -624,574 -12%
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$182M +$2.53M +70,732 +2%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$180M +$58.3M +1,632,000 +53%
NIPH
114
NN Investment Partners Holdings
Netherlands
$179M -$9.92M -277,766 -6%
EAM
115
Eagle Asset Management
Florida
$177M -$30.6M -857,790 -16%
SBAM
116
Santa Barbara Asset Management
California
$177M -$907K -25,387 -0.5%
Retirement Systems of Alabama
117
Retirement Systems of Alabama
Alabama
$176M -$1.07M -30,051 -0.7%
Axa
118
Axa
France
$175M +$5.14M +143,769 +3%
SCCM
119
Schafer Cullen Capital Management
New York
$174M -$7.58M -212,119 -4%
PAMU
120
Pictet Asset Management (UK)
United Kingdom
$173M +$6.4M +179,262 +4%
H
121
Hexavest
Quebec, Canada
$170M +$6.48M +181,382 +4%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$168M -$3.13M -87,509 -2%
Aviva
123
Aviva
United Kingdom
$165M -$18.8M -525,613 -11%
National Pension Service
124
National Pension Service
South Korea
$158M +$5.62M +157,419 +4%
AP
125
Antipodes Partners
Australia
$155M +$46.4M +1,297,999 +47%

CSCO Hedge Fund Activity: Q4 2017 in Review

2,105 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Cisco (CSCO) for Q4 2017, worth a combined $144B — up 13% from $128B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new CSCO positions and 51 closed out — a net gain of 233 holders — while 816 added to existing stakes and 828 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $498M. The largest seller was Bank of America, cutting an estimated $790M.

  • 2,105 institutional investors held Cisco (CSCO) as of Q4 2017, up from 1,889 in Q3 2017.
  • Funds reported $144B of Cisco stock for Q4 2017, up 13% quarter-over-quarter.
  • 284 funds opened new Cisco positions in Q4 2017 and 51 closed out, a net change of +233 holders.
  • The largest Cisco buyer in Q4 2017 was Bank of New York Mellon, an estimated $498M added.
  • The largest Cisco seller in Q4 2017 was Bank of America, an estimated $790M sold.

Based on aggregated 13F filings for Q4 2017.