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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
SMFG
526
Sumitomo Mitsui Financial Group
Japan
$1.99M +$1.99M +81,130 New
MYAM
527
Meiji Yasuda Asset Management
Japan
$1.98M -$352K -14,350 -15%
SIP
528
Stoneridge Investment Partners
Pennsylvania
$1.97M +$1.99M +81,070 New
SPIA
529
Steward Partners Investment Advisory
New York
$1.95M -$3.09M -125,900 -61%
BRWA
530
B. Riley Wealth Advisors
Florida
$1.95M -$709K -28,920 -27%
KFBMI
531
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.94M +$1.96M +80,000 New
FMB
532
Field & Main Bank
Kentucky
$1.92M -$51.5K -2,100 -2%
UR
533
USCA RIA
Texas
$1.9M -$720K -29,360 -27%
ARTA
534
A.R.T. Advisors
New York
$1.89M +$1.91M +78,000 New
KRSITF
535
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.88M -$407K -16,610 -18%
KCM
536
Kendall Capital Management
Maryland
$1.85M +$549K +22,390 +41%
JCM
537
Jafra Capital Management
New York
$1.82M +$1.84M +75,000 New
AT
538
Arden Trust
Delaware
$1.8M -$65K -2,650 -3%
FAAS
539
First Allied Advisory Services
California
$1.8M +$1.83M +74,600 New
FB
540
Fulton Bank
Pennsylvania
$1.8M -$67.9K -2,770 -4%
SFI
541
Susquehanna Fundamental Investments
Pennsylvania
$1.8M +$1.81M +74,000 New
CK
542
Cohen Klingenstein
New York
$1.79M
MWM
543
Mission Wealth Management
California
$1.79M +$31.1K +1,270 +2%
TAM
544
Tiverton Asset Management
Delaware
$1.78M +$1.79M +73,200 New
WS
545
Wedbush Securities
California
$1.77M +$42.7K +1,740 +2%
CCP
546
Corient Capital Partners
California
$1.76M +$465K +18,980 +35%
OFG
547
OmniStar Financial Group
North Carolina
$1.76M +$1.21M +49,300 +213%
AP
548
Advisor Partners
California
$1.75M +$163K +6,640 +10%
AIM
549
Achmea Investment Management
Netherlands
$1.75M -$1.99M -81,010 -53%
AWM
550
Avitas Wealth Management
California
$1.72M +$1.74M +70,850 New

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.