We are live on ! Find out more
AVGO icon

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
CK
526
Cohen Klingenstein
New York
$1.74M
TAM
527
Tealwood Asset Management
Minnesota
$1.74M +$55.6K +2,210 +3%
Jones Financial Companies
528
Jones Financial Companies
Missouri
$1.72M -$229K -9,110 -11%
MWM
529
Mission Wealth Management
California
$1.7M +$1.82M +72,330 New
PG
530
Pendal Group
Australia
$1.68M -$454K -18,050 -20%
WS
531
Wedbush Securities
California
$1.68M +$12.3K +490 +0.7%
SAM
532
Selway Asset Management
$1.67M -$26.2K -1,040 -1%
MYLI
533
Meiji Yasuda Life Insurance
Japan
$1.67M -$300K -11,900 -14%
QT
534
Quantbot Technologies
New York
$1.66M -$212K -8,410 -11%
CTA
535
Chesley Taft & Associates
Illinois
$1.66M -$76.8K -3,050 -4%
RA
536
Rational Advisors
New York
$1.66M +$382K +15,180 +28%
TCM
537
Tuttle Capital Management
Connecticut
$1.66M +$382K +15,180 +28%
HCA
538
Harbour Capital Advisors
Virginia
$1.65M -$8.31K -330 -0.5%
CONA
539
Capital One National Association
New York
$1.59M +$185K +7,360 +12%
BAAM
540
Baker Avenue Asset Management
California
$1.55M +$444K +17,650 +37%
AP
541
Advisor Partners
California
$1.55M +$93.7K +3,720 +6%
EMG
542
ETF Managers Group
New Jersey
$1.53M +$1.69M +67,100 New
ACP
543
Aveo Capital Partners
Colorado
$1.5M +$704K +27,970 +78%
HCM
544
HMS Capital Management
Tennessee
$1.49M +$45.1K +1,790 +3%
CPA
545
Capital Planning Advisors
California
$1.48M +$23.9K +950 +2%
APP
546
Avantax Planning Partners
Iowa
$1.47M +$211K +8,380 +16%
DSC
547
Duncker Streett & Co
Missouri
$1.46M +$628K +24,950 +68%
APA
548
American Portfolios Advisors
New York
$1.44M +$402K +15,960 +35%
VNIM
549
Vaughan Nelson Investment Management
Texas
$1.44M -$23.8M -943,840 -94%
SSG
550
Summit Securities Group
New York
$1.44M -$2.87M -114,000 -65%

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.