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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
CFG
376
Cambridge Financial Group
Ohio
$5.81M -$545K -21,640 -8%
AAP
377
Ardsley Advisory Partners
Connecticut
$5.77M +$5.16M +205,000 +513%
TPCM
378
Three Peaks Capital Management
Colorado
$5.75M -$930K -36,940 -13%
AIP
379
Ameritas Investment Partners
Nebraska
$5.68M +$1.12M +44,620 +23%
CA
380
Cornerstone Advisors
North Carolina
$5.66M
HVIA
381
Hudson Valley Investment Advisors
New York
$5.65M +$703K +27,920 +13%
CCM
382
Covington Capital Management
California
$5.53M +$2.72M +108,000 +85%
CIBC World Market
383
CIBC World Market
Ontario, Canada
$5.51M -$3.74M -148,720 -39%
HAM
384
Harber Asset Management
North Carolina
$5.49M +$200K +7,960 +4%
MERSOM
385
Municipal Employees' Retirement System of Michigan
Michigan
$5.44M +$62.9K +2,500 +1%
AP
386
Appleton Partners
Massachusetts
$5.41M +$291K +11,560 +5%
OAM
387
Oppenheimer Asset Management
New York
$5.34M +$1.01M +40,290 +22%
SC
388
SouthState Corp
Florida
$5.32M +$1.95M +77,350 +52%
QC
389
Quadrature Capital
United Kingdom
$5.25M -$8.4M -333,500 -60%
FWIA
390
Fort Washington Investment Advisors
Ohio
$5.13M -$1.66M -66,110 -23%
SDIC
391
South Dakota Investment Council
South Dakota
$5.09M
TAM
392
Tocqueville Asset Management
New York
$5.07M -$12.2M -485,450 -69%
KRS
393
Kentucky Retirement Systems
Kentucky
$5.05M -$919K -36,500 -15%
NCM
394
Novare Capital Management
North Carolina
$5.04M +$5.39M +213,980 New
MWA
395
Marshall Wace Asia
Hong Kong
$4.98M +$5.32M +211,260 New
CB
396
Chemical Bank
Michigan
$4.97M +$481K +19,100 +10%
SLI
397
Sumitomo Life Insurance
Japan
$4.92M -$232K -9,210 -4%
SPIA
398
Steward Partners Investment Advisory
New York
$4.86M +$5.2M +206,430 New
CBT
399
Central Bank & Trust
Kentucky
$4.84M -$101K -4,010 -2%
GF
400
Gabelli Funds
New York
$4.78M -$655K -26,000 -11%

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.