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Broadcom

939 hedge funds and large institutions have $85.2B invested in Broadcom in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 371 increasing their positions, 356 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 356

10% less capital invested

Capital invested by funds: $94.5B → $85.2B (-$9.29B)

12% less funds holding

Funds holding: 1,064939 (-125)

14% less funds holding in top 10

Funds holding in top 10: 7161 (-10)

15% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.28B

18.2% less ownership

Funds ownership: 898.37%880.17% (-18%)

49% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 231

Holders
939
Holders Change
-125
Holders Change %
-11.75%
% of All Funds
21.52%
Holding in Top 10
61
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.08%
% of All Funds
1.4%
New
118
Increased
371
Reduced
356
Closed
231
Calls
$1.09B
Puts
$1.28B
Net Calls
-$191M
Net Calls Change
-$970M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPCM
326
Perella Weinberg Partners Capital Management
New York
$7.9M +$8.44M +335,130 New
GCM
327
Grisanti Capital Management
New York
$7.88M +$8.42M +334,620 New
GI
328
Gradient Investments
Minnesota
$7.8M +$8.33M +330,850 +94,529%
HCMT
329
Highland Capital Management (Texas)
Texas
$7.78M -$755K -30,000 -8%
JPC
330
Jabodon PT Co
Nevada
$7.74M +$8.27M +328,400 New
Schroder Investment Management Group
331
Schroder Investment Management Group
United Kingdom
$7.73M -$3.16M -125,490 -28%
CAM
332
Congress Asset Management
Massachusetts
$7.65M -$782K -31,080 -9%
MRCM
333
M&R Capital Management
New Jersey
$7.57M +$129K +5,120 +2%
JIR
334
James Investment Research
Ohio
$7.52M -$5.12M -203,440 -39%
SGAM
335
Smith Group Asset Management
Texas
$7.45M -$174K -6,900 -2%
MCM
336
Mitchell Capital Management
Kansas
$7.37M +$21.9K +870 +0.3%
AAM
337
Advisors Asset Management
Colorado
$7.36M -$124K -4,940 -2%
PI
338
PineBridge Investments
New York
$7.34M -$13.7M -542,200 -64%
WEC
339
Winslow Evans & Crocker
Massachusetts
$7.29M -$98.2K -3,900 -1%
UCFA
340
United Capital Financial Advisors
Texas
$7.25M -$44.6K -1,770 -0.6%
Capstone Investment Advisors
341
Capstone Investment Advisors
New York
$7.24M +$7.36M +292,140 +1,944%
CCM
342
Cadence Capital Management
Massachusetts
$7.23M +$7.31M +290,530 +1,792%
BFM
343
Boston Financial Management
Massachusetts
$7.21M +$20.4K +810 +0.3%
ERIM
344
Eagle Ridge Investment Management
Connecticut
$7.18M +$66.7K +2,650 +0.9%
CIG
345
Consolidated Investment Group
Colorado
$7.13M
SIM
346
Sentry Investment Management
Wisconsin
$7M -$503K -19,970 -6%
ANI
347
American National Insurance
Texas
$7M
GMI
348
Greystone Managed Investments
Saskatchewan, Canada
$6.97M -$1.41M -56,200 -16%
Commonwealth Equity Services
349
Commonwealth Equity Services
Massachusetts
$6.93M +$410K +16,280 +6%
CG
350
Cutler Group
California
$6.84M +$7.07M +280,730 +2,909%

AVGO Hedge Fund Activity: Q1 2018 in Review

939 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2018, worth a combined $85.2B — down 9.8% from $94.5B a quarter earlier.

Sellers outnumbered buyers: 231 funds closed out of AVGO and 118 opened new positions — a net loss of 113 holders — while 356 trimmed existing stakes and 371 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.61B. The largest seller was Capital Research Global Investors, cutting an estimated $1.8B.

  • 939 institutional investors held Broadcom (AVGO) as of Q1 2018, down from 1,064 in Q4 2017.
  • Funds reported $85.2B of Broadcom stock for Q1 2018, down 9.8% quarter-over-quarter.
  • 118 funds opened new Broadcom positions in Q1 2018 and 231 closed out, a net change of -113 holders.
  • The largest Broadcom buyer in Q1 2018 was T. Rowe Price Associates, an estimated $1.61B added.
  • The largest Broadcom seller in Q1 2018 was Capital Research Global Investors, an estimated $1.8B sold.

Based on aggregated 13F filings for Q1 2018.