Cisco ticks higher amid activist speculation after 13F filings
Alexander Koerner
Cisco Systems (CSCO) ticked up 0.3%, at least partly amid speculation of potential activist involvement after some 13F filings. 
Barclays and UBS made some recent big purchases of Cisco (NASDAQ:CSCO) according to their recent 13F filings, which Gordon Haskett's Don Bilson highlighted in a note on Monday.
The purchases are noteworthy because prime brokerages sometimes act as counterparties for activist swap positions. The particular buys from Barclays and UBS are interesting because both banks were large buyers of Goodyear (GT) in Q1, where activist Elliott Management disclosed a big stake in May. 
It's possible that Elliott could be the activist interested in Cisco, especially as the company's lead director, Michael Capellas, already has a relationship with Cisco, as he was a director of a few of Elliott's SPACS, Gordon Haskett's Bilson wrote.
Cisco (CSCO) is scheduled to report Q4 results on Wednesday.
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