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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
CS
501
Comerica Securities
Michigan
$2.41M +$2.44M +99,330 New
Nomura Holdings
502
Nomura Holdings
Japan
$2.4M +$2.42M +98,900 New
LI
503
Longer Investments
Arkansas
$2.38M -$55.4K -2,260 -2%
MC
504
Middleton & Co
Massachusetts
$2.37M +$71.8K +2,930 +3%
MME
505
Meag Munich Ergo
Germany
$2.28M +$2.26M +92,170 New
FA
506
FDx Advisors
Illinois
$2.24M -$427K -17,420 -16%
GIM
507
Goelzer Investment Management
Indiana
$2.23M -$106K -4,320 -4%
OSNBOA
508
Old Second National Bank of Aurora
Illinois
$2.23M +$245 +10 +0%
SI
509
Shaker Investments
Ohio
$2.22M -$1.23K -50 -0.1%
ECM
510
Everence Capital Management
Indiana
$2.2M
WI
511
WrapManager Inc
California
$2.19M -$136K -5,560 -6%
IRF
512
IBM Retirement Fund
New York
$2.19M -$157K -6,390 -7%
V
513
Veritable
Delaware
$2.15M -$17.9K -730 -0.8%
RCM
514
Riverhead Capital Management
Delaware
$2.15M +$2.17M +88,460 New
CI
515
Conning Inc
Connecticut
$2.13M +$27K +1,100 +1%
WTC
516
WhitTier Trust Company
Nevada
$2.11M +$195K +7,970 +10%
TAM
517
Tyers Asset Management
Texas
$2.1M +$2.12M +86,460 New
SSI
518
Scott & Selber Inc
Texas
$2.1M +$20.1K +820 +1%
LIA
519
LS Investment Advisors
Michigan
$2.09M +$2.11M +86,240 New
HAM
520
Highstreet Asset Management
Ontario, Canada
$2.06M +$166K +6,760 +9%
Cambridge Investment Research Advisors
521
Cambridge Investment Research Advisors
Iowa
$2.03M -$6.13K -250 -0.3%
ACP
522
Aveo Capital Partners
Colorado
$2.02M +$485K +19,770 +31%
MYIA
523
Mount Yale Investment Advisors
Colorado
$2.01M -$24.5K -1,000 -1%
W
524
Wealthfront
California
$2M -$244K -9,940 -11%
MLL
525
Moody Lynn & Lieberson
Massachusetts
$2M -$24K -980 -1%

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.