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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
FA
1476
Friess Associates
Delaware
$96K
OSAM
1477
O'Shaughnessy Asset Management
Connecticut
$96K +$36K +1,630 +62%
EWM
1478
Edge Wealth Management
New York
$95K -$173K -7,825 -65%
MUMSS
1479
Mitsubishi UFJ Morgan Stanley Securities
Japan
$91K -$2.43K -110 -3%
GAM
1480
Gemmer Asset Management
California
$89K +$87.5K +3,958 New
ACM
1481
Antonetti Capital Management
Florida
$87K
CFG
1482
CKW Financial Group
Hawaii
$84K
NYLT
1483
New York Life Trust
New York
$84K +$27K +1,220 +49%
FMP
1484
Financial Management Professionals
Texas
$81K
AR
1485
Advisory Research
Illinois
$71K +$69.8K +3,160 New
LWA
1486
Lenox Wealth Advisors
New York
$70K -$14.6K -661 -18%
IMS
1487
Index Management Solutions
Pennsylvania
$70K -$7.58K -343 -10%
HF
1488
Hoxton Financial
West Virginia
$69K -$41.1K -1,861 -38%
WA
1489
WealthTrust-Arizona
Arizona
$68K -$88 -4 -0.1%
MSFP
1490
Mark Sheptoff Financial Planning
Connecticut
$67K +$66.3K +3,000 New
RCWMU
1491
Rothschild & Co Wealth Management (UK)
United Kingdom
$67K +$66.3K +3,000 New
MAS
1492
Madden Advisory Services
Florida
$65K +$2.41K +109 +4%
MA
1493
MCF Advisors
Kentucky
$64K +$354 +16 +0.6%
CAL
1494
Capital Analysts LLC
Pennsylvania
$61.2K -$13.3K -604 -18%
HFM
1495
Hartford Financial Management
Connecticut
$58K -$4.42K -200 -7%
TFO
1496
Tarbox Family Office
California
$57K -$106K -4,793 -66%
CFN
1497
Cordasco Financial Network
Florida
$54K +$44.9K +2,030 +508%
RI
1498
Redwood Investments
Massachusetts
$52K +$11K +500 +28%
RFA
1499
Reilly Financial Advisors
California
$47K -$2.21K -100 -5%
CAW
1500
Cornerstone Advisors (Washington)
Washington
$43K +$31.4K +1,421 +281%

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.