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Broadcom
AVGO

Overview Fund Activity

553 hedge funds and large institutions have $24B invested in Broadcom in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+46
Holders Change %
+9.07%
% of All Funds
14.75%
Holding in Top 10
38
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+80.95%
% of All Funds
1.01%
New
96
Increased
194
Reduced
221
Closed
44
Calls
$269M
Puts
$264M
Net Calls
+$5.08M
Net Calls Change
-$12.7M

Top Buyers

1
SC
1
Sculptor Capital
New York
$312M
2
MC
2
Maverick Capital
Texas
$307M
3
HCM
3
Hoplite Capital Management
New York
$163M
4
JHIU
4
Janus Henderson Investors US
Colorado
$415M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$900M

Top Sellers

1
WBC
1
Westpac Banking Corp
Australia
$2.46M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.8B
3
Coatue Management
3
Coatue Management
New York
$881M
4
Invesco
4
Invesco
Georgia
$801M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
526
Apriem Advisors
California
$19K – – –
AIM
527
Advantage Investment Management
Iowa
$19K – – –
PMFA
528
Plante Moran Financial Advisors
Michigan
$17K -$3.93K -310 -19%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$16K -$15.9K -1,260 -50%
TDC
531
Thompson Davis & Co
Virginia
$15K -$6.39K -490 -30%
ZB
532
Zions Bancorporation
Utah
$15K +$15K +1,180 New
CHP
533
Cable Hill Partners
Oregon
$14K – – –
WTC
534
WhitTier Trust Company
Nevada
$13K – – –
FMA
535
FNY Managed Accounts
New York
$12.7K +$12.7K +1,000 New
BRWM
536
B. Riley Wealth Management
Tennessee
$12K +$12K +1,000 New
DADC
537
D.A. Davidson & Co
Montana
$10K +$5.56K +450 +125%
AF
538
Allworth Financial
California
$9K +$9K +680 New
CBT
539
Central Bank & Trust
Kentucky
$9K +$9K +730 New
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$8.76K – – –
AWS
541
Aris Wealth Services
Pennsylvania
$7K +$7K +580 New
LWA
542
Lowe Wealth Advisors
Maryland
$6K – – –
TIM
543
Tortoise Investment Management
New York
$6K – – –
RFA
544
Reilly Financial Advisors
California
$6K – – –
CAW
545
Cornerstone Advisors (Washington)
Washington
$5K – – –
KT
546
Kanaly Trust
Texas
$5K – – –
TFA
547
Transamerica Financial Advisors
Florida
$5K +$5K +380 New
EWM
548
Evercore Wealth Management
New York
$5K +$5K +430 New
FNBOO
549
First National Bank of Omaha
Nebraska
$3.73K +$3.73K +319,260 New
PFO
550
Pathstone Family Office
New Jersey
$3K – – –
20 21
22
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