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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
CC
476
ClearArc Capital
Ohio
$3.02M -$25.3K -1,030 -0.8%
ACP
477
Aviance Capital Partners
Florida
$2.95M +$98.1K +4,000 +3%
SI
478
Stephens Inc
Arkansas
$2.94M -$75.5K -3,080 -2%
CIC
479
Cornercap Investment Counsel
Georgia
$2.94M -$28.9K -1,180 -1%
AF
480
Ally Financial
Michigan
$2.91M
H
481
HoyleCohen
California
$2.86M +$2.89M +117,810 New
MIM
482
Marco Investment Management
Georgia
$2.79M +$59.1K +2,410 +2%
B
483
Bailard
California
$2.79M
SSG
484
Summit Securities Group
New York
$2.77M +$1.3M +53,000 +87%
NGA
485
Naples Global Advisors
Florida
$2.75M +$26.7K +1,090 +1%
RIM
486
Rampart Investment Management
Connecticut
$2.74M +$1.61M +65,480 +138%
AUB
487
Atlantic Union Bankshares
Virginia
$2.71M +$171K +6,980 +7%
FCM
488
Flinton Capital Management
Pennsylvania
$2.67M +$2.7M +110,040 New
GCA
489
Greenwood Capital Associates
South Carolina
$2.66M -$48.1K -1,960 -2%
MERSOM
490
Municipal Employees' Retirement System of Michigan
Michigan
$2.64M -$2.99M -121,800 -53%
RJT
491
Raymond James Trust
Florida
$2.62M +$320K +13,070 +14%
TW
492
Transform Wealth
Colorado
$2.62M +$153K +6,230 +6%
EDRH
493
Edmond de Rothschild Holding
Switzerland
$2.62M +$2.58M +105,180 +4,045%
BAAM
494
Baker Avenue Asset Management
California
$2.58M +$992K +40,450 +61%
LPT
495
Legacy Private Trust
Wisconsin
$2.53M -$81.9K -3,340 -3%
BF
496
BOK Financial
Oklahoma
$2.51M -$272K -11,090 -10%
SAM
497
Strategy Asset Managers
California
$2.48M -$79.9K -3,260 -3%
PAI
498
Pittenger & Anderson Inc
Nebraska
$2.47M +$123K +5,000 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
499
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.44M -$8.07M -329,000 -77%
CG
500
Colony Group
Massachusetts
$2.43M +$9.81K +400 +0.4%

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.