We are live on ! Find out more
AVGO icon

Broadcom

1,028 hedge funds and large institutions have $89.2B invested in Broadcom in 2018 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 347 increasing their positions, 350 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 128

9% more funds holding

Funds holding: 9391,028 (+89)

5% more capital invested

Capital invested by funds: $85.2B → $89.2B (+$4.01B)

1% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 350

10% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.54B

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

26.22% less ownership

Funds ownership: 880.17%853.95% (-26%)

Holders
1,028
Holders Change
+89
Holders Change %
+9.48%
% of All Funds
23.53%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.14%
New
227
Increased
347
Reduced
350
Closed
128
Calls
$1.39B
Puts
$1.54B
Net Calls
-$152M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
376
Covington Capital Management
California
$6.08M +$396K +16,160 +7%
ORI
377
Oak Ridge Investments
Illinois
$6.08M -$165K -6,740 -3%
KM
378
Kalos Management
Georgia
$6.07M -$49.3K -2,010 -0.8%
NCM
379
Novare Capital Management
North Carolina
$6.04M +$854K +34,840 +16%
HVIA
380
Hudson Valley Investment Advisors
New York
$6.03M +$217K +8,840 +4%
CSS
381
Cubist Systematic Strategies
Connecticut
$6.01M +$1.7M +69,210 +39%
ACM
382
AidennLair Capital Management
New York
$5.97M -$6.48M -264,370 -52%
WorldQuant Millennium Advisors
383
WorldQuant Millennium Advisors
New York
$5.91M +$5.98M +243,720 New
Schroder Investment Management Group
384
Schroder Investment Management Group
United Kingdom
$5.88M -$2.1M -85,720 -26%
ANBT
385
American National Bank & Trust
Texas
$5.83M +$2.15M +87,550 +57%
CA
386
Cornerstone Advisors
North Carolina
$5.82M
Marshall Wace
387
Marshall Wace
United Kingdom
$5.81M -$22.1M -900,820 -79%
LSA
388
L & S Advisors
California
$5.78M +$3.1M +126,340 +113%
AP
389
Appleton Partners
Massachusetts
$5.75M +$174K +7,080 +3%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$5.73M -$368K -15,000 -6%
SDIC
391
South Dakota Investment Council
South Dakota
$5.7M +$466K +19,000 +9%
SC
392
SouthState Corp
Florida
$5.6M +$128K +5,240 +2%
KCM
393
Kornitzer Capital Management
Kansas
$5.59M -$539K -22,000 -9%
QC
394
Quadrature Capital
United Kingdom
$5.58M +$172K +7,030 +3%
FNBT
395
FineMark National Bank & Trust
Florida
$5.55M +$4.99M +203,620 +809%
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$5.55M +$5.61M +228,820 New
Robeco Institutional Asset Management
397
Robeco Institutional Asset Management
Netherlands
$5.54M +$5.6M +228,470 New
OAM
398
Oppenheimer Asset Management
New York
$5.53M +$37.8K +1,540 +0.7%
SLI
399
Sumitomo Life Insurance
Japan
$5.45M +$381K +15,530 +7%
TRCT
400
Tower Research Capital (TRC)
New York
$5.35M +$5.38M +219,290 +16,365%

AVGO Hedge Fund Activity: Q2 2018 in Review

1,028 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2018, worth a combined $89.2B — up 4.7% from $85.2B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new AVGO positions and 128 closed out — a net gain of 99 holders — while 347 added to existing stakes and 350 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.21B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $645M sold.

  • 1,028 institutional investors held Broadcom (AVGO) as of Q2 2018, up from 939 in Q1 2018.
  • Funds reported $89.2B of Broadcom stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 227 funds opened new Broadcom positions in Q2 2018 and 128 closed out, a net change of +99 holders.
  • The largest Broadcom buyer in Q2 2018 was Capital Research Global Investors, an estimated $1.21B added.
  • The largest Broadcom seller in Q2 2018 was Lone Pine Capital, an estimated $645M sold.

Based on aggregated 13F filings for Q2 2018.