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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
BBPWM
1501
Blue Bell Private Wealth Management
Pennsylvania
$42K -$8.18K -370 -17%
AWM
1502
Avior Wealth Management
Nebraska
$40K +$39.6K +1,793 New
CFA
1503
Camarda Financial Advisors
Florida
$37K +$28.1K +1,270 +318%
KPCM
1504
Kings Point Capital Management
New York
$34K
LOCC
1505
Lombard Odier & Cie (Canada)
Quebec, Canada
$34K +$33.1K +1,500 New
CAL
1506
Capital Advisors Ltd
Ohio
$33K
SA
1507
SRH Advisors
Kansas
$31K
HCP
1508
Holt Capital Partners
Texas
$27K -$24.3K -1,100 -48%
HRIA
1509
Haberer Registered Investment Advisor
Ohio
$27K +$7.73K +350 +40%
EMA
1510
Efficient Market Advisors
California
$22K +$22.1K +1,000 New
FBT
1511
Founders Bank & Trust
Michigan
$21K -$76.2K -3,446 -78%
GXMC
1512
Global X Management Company
New York
$17K -$5.63K -255 -25%
LFG
1513
LifePlan Financial Group
Ohio
$17K
TDC
1514
Thompson Davis & Co
Virginia
$17K +$7.8K +353 +89%
WAS
1515
Winch Advisory Services
Wisconsin
$14K +$13.8K +625 New
WOC
1516
West Oak Capital
California
$11.6K
SAM
1517
Solaris Asset Management
New York
$11K
DOA
1518
D'Orazio & Associates
Virginia
$10K
IWC
1519
Integrated Wealth Counsel
California
$9K -$9.7K -439 -52%
AA
1520
AlphaMark Advisors
Kentucky
$9K
EWM
1521
Elite Wealth Management
Washington
$7K -$86.7K -3,924 -92%
HP
1522
Hikari Power
Japan
$6.7K +$6.6M +298,800 New
TCM
1523
TD Capital Management
Tennessee
$6K -$17.1K -776 -74%
NMIS
1524
Northwestern Mutual Investment Services
Wisconsin
$6K +$5.53K +250 New
IAS
1525
INR Advisory Services
Pennsylvania
$4K

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.