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1,538 hedge funds and large institutions have $85.3B invested in Cisco in 2014 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 616 increasing their positions, 695 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 91

2% less capital invested

Capital invested by funds: $87.2B → $85.3B (-$1.85B)

1% less funds holding

Funds holding: 1,5551,538 (-17)

11% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.18B

11% less repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 695

19% less funds holding in top 10

Funds holding in top 10: 10686 (-20)

Holders
1,538
Holders Change
-17
Holders Change %
-1.09%
% of All Funds
44.43%
Holding in Top 10
86
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-18.87%
% of All Funds
2.48%
New
90
Increased
616
Reduced
695
Closed
91
Calls
$1.05B
Puts
$1.18B
Net Calls
-$131M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1401
Glenhill Advisors
New York
$254K +$103K +4,655 +70%
PCM
1402
Prelude Capital Management
New York
$253K +$250K +11,294 New
SIG
1403
Sky Investment Group
Connecticut
$252K -$2.41K -109 -1%
HT
1404
HighTower Trust
Texas
$252K
EHC
1405
Everett Harris & Co
California
$252K +$27.3K +1,234 +12%
Carson Wealth (CWM LLC)
1406
Carson Wealth (CWM LLC)
Nebraska
$250K -$6.93M -313,694 -97%
NAM
1407
Nichols Asset Management
Massachusetts
$247K
RVP
1408
Relative Value Partners
Illinois
$242K +$4.42K +200 +2%
CCB
1409
Cutter & Co Brokerage
Missouri
$241K -$44.2K -2,000 -16%
NIM
1410
NuWave Investment Management
New Jersey
$241K +$237K +10,740 New
FWSM
1411
First Wilshire Securities Management
California
$240K -$4.42K -200 -2%
SAM
1412
SignalPoint Asset Management
Missouri
$240K +$11.2K +505 +5%
BCM
1413
Brown Capital Management
Maryland
$239K -$3.31K -150 -1%
EWA
1414
EP Wealth Advisors
California
$239K +$24.6K +1,112 +12%
BOS
1415
Bingham Osborn & Scarborough
California
$236K -$7.82K -354 -3%
LPT
1416
Legacy Private Trust
Wisconsin
$236K +$232K +10,512 New
GOCM
1417
Grey Owl Capital Management
Virginia
$235K
W
1418
Wealthfront
California
$234K +$224K +10,118 New
IIM
1419
Ipswich Investment Management
Massachusetts
$233K -$202K -9,153 -47%
LA
1420
Lau Associates
Delaware
$233K
DCM
1421
Donaldson Capital Management
Indiana
$230K -$4.42K -200 -2%
DWT
1422
Dorsey & Whitney Trust
South Dakota
$230K +$226K +10,235 New
RIM
1423
Reliant Investment Management
Tennessee
$229K -$23K -1,040 -9%
KB
1424
Kimelman & Baird
New York
$226K +$16K +725 +8%
MA
1425
Montag & Associates
Georgia
$225K +$17.5K +793 +9%

CSCO Hedge Fund Activity: Q1 2014 in Review

1,538 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Cisco (CSCO) for Q1 2014, worth a combined $85.3B — down 2.1% from $87.2B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of CSCO and 90 opened new positions — a net loss of 1 holder — while 695 trimmed existing stakes and 616 added.

The largest buyer was Capital World Investors, adding an estimated $2.31B. The largest seller was Waddell & Reed Financial, cutting an estimated $812M.

  • 1,538 institutional investors held Cisco (CSCO) as of Q1 2014, down from 1,555 in Q4 2013.
  • Funds reported $85.3B of Cisco stock for Q1 2014, down 2.1% quarter-over-quarter.
  • 90 funds opened new Cisco positions in Q1 2014 and 91 closed out, a net change of -1 holder.
  • The largest Cisco buyer in Q1 2014 was Capital World Investors, an estimated $2.31B added.
  • The largest Cisco seller in Q1 2014 was Waddell & Reed Financial, an estimated $812M sold.

Based on aggregated 13F filings for Q1 2014.