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1,768 hedge funds and large institutions have $107B invested in Cisco in 2016 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 802 increasing their positions, 680 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 74

35% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $815M

20% more funds holding in top 10

Funds holding in top 10: 136163 (+27)

18% more repeat investments, than reductions

Existing positions increased: 802 | Existing positions reduced: 680

1% more funds holding

Funds holding: 1,7491,768 (+19)

2% more capital invested

Capital invested by funds: $105B → $107B (+$2.16B)

Holders
1,768
Holders Change
+19
Holders Change %
+1.09%
% of All Funds
47.1%
Holding in Top 10
163
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+19.85%
% of All Funds
4.34%
New
113
Increased
802
Reduced
680
Closed
74
Calls
$1.1B
Puts
$815M
Net Calls
+$288M
Net Calls Change
+$208M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1701
Mark Sheptoff Financial Planning
Connecticut
$85K
CFN
1702
Cordasco Financial Network
Florida
$83K
LWM
1703
Lenox Wealth Management
Ohio
$81K -$14.8K -576 -17%
PIM
1704
Parasol Investment Management
Illinois
$77K +$15.4K +600 +29%
BWA
1705
Burt Wealth Advisors
Maryland
$72K +$978 +38 +2%
KT
1706
Kanaly Trust
Texas
$64K -$206 -8 -0.4%
AIM
1707
Arcadia Investment Management
Michigan
$64K
SLF
1708
Sun Life Financial
Ontario, Canada
$63.8K +$57.6K +2,240 New
GXMC
1709
Global X Management Company
New York
$60K +$31.7K +1,231 +141%
DPA
1710
Delphi Private Advisors
California
$58K -$5.38K -209 -9%
AWM
1711
Avior Wealth Management
Nebraska
$54K +$20.9K +811 +76%
DOA
1712
D'Orazio & Associates
Virginia
$54K +$21.4K +830 +75%
WOC
1713
West Oak Capital
California
$51.2K
RI
1714
Redwood Investments
Massachusetts
$51K
TFO
1715
Tarbox Family Office
California
$46K -$1.42K -55 -3%
MWM
1716
MinichMacGregor Wealth Management
New York
$46K -$1.29K -50 -3%
GBBWRPM
1717
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$44K -$25.7K -1,000 -39%
VCM
1718
Versant Capital Management
Arizona
$44K +$1.13K +44 +3%
SI
1719
Sentry Investments
Ontario, Canada
$43.6K -$3.29M -128,000 -8%
LOT
1720
Lombard Odier Transatlantic
Quebec, Canada
$43K
KLI
1721
Kelman-Lazarov Inc
Tennessee
$43K +$38.6K +1,500 New
SA
1722
SRH Advisors
Kansas
$40K
EMG
1723
ETF Managers Group
New Jersey
$35K +$26.3K +1,022 New
LWA
1724
Lenox Wealth Advisors
New York
$34K -$6.74K -262 -18%
PFG
1725
Piershale Financial Group
Illinois
$34K +$51 +2 +0.2%

CSCO Hedge Fund Activity: Q1 2016 in Review

1,768 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Cisco (CSCO) for Q1 2016, worth a combined $107B — up 2.1% from $105B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CSCO positions and 74 closed out — a net gain of 39 holders — while 802 added to existing stakes and 680 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $863M. The largest seller was Wellington Management Group, cutting an estimated $1.14B.

  • 1,768 institutional investors held Cisco (CSCO) as of Q1 2016, up from 1,749 in Q4 2015.
  • Funds reported $107B of Cisco stock for Q1 2016, up 2.1% quarter-over-quarter.
  • 113 funds opened new Cisco positions in Q1 2016 and 74 closed out, a net change of +39 holders.
  • The largest Cisco buyer in Q1 2016 was Royal London Asset Management, an estimated $863M added.
  • The largest Cisco seller in Q1 2016 was Wellington Management Group, an estimated $1.14B sold.

Based on aggregated 13F filings for Q1 2016.