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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
IMOV
551
Investment Management of Virginia
Virginia
$1.68M +$435K +17,750 +35%
SAM
552
Selway Asset Management
$1.68M -$47.6K -1,940 -3%
SCM
553
Snow Capital Management
Pennsylvania
$1.67M -$261K -10,660 -13%
HCM
554
HMS Capital Management
Tennessee
$1.66M +$127K +5,170 +8%
QSS
555
Quantitative Systematic Strategies
Florida
$1.64M +$1.29M +52,700 +353%
PCM
556
Penserra Capital Management
California
$1.63M +$1.65M +67,160 New
DSC
557
Duncker Streett & Co
Missouri
$1.63M +$129K +5,250 +8%
MWAC
558
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.61M -$723K -29,490 -31%
ZCA
559
Zeke Capital Advisors
Pennsylvania
$1.61M -$553K -22,570 -25%
CIP
560
Chartwell Investment Partners
Pennsylvania
$1.59M -$10.1M -411,230 -86%
Jones Financial Companies
561
Jones Financial Companies
Missouri
$1.59M -$180K -7,330 -10%
HCA
562
Harbour Capital Advisors
Virginia
$1.55M -$153K -6,230 -9%
TPCM
563
Three Peaks Capital Management
Colorado
$1.54M -$4.42M -180,370 -74%
BIM
564
Bridges Investment Management
Nebraska
$1.53M +$203K +8,260 +15%
GHCM
565
Glen Harbor Capital Management
California
$1.53M +$1.54M +62,880 New
CONA
566
Capital One National Association
New York
$1.51M -$122K -4,980 -7%
AA
567
ALPS Advisors
Colorado
$1.48M +$76K +3,100 +5%
VNIM
568
Vaughan Nelson Investment Management
Texas
$1.48M
BIM
569
Baldwin Investment Management
Pennsylvania
$1.46M
CPA
570
Capital Planning Advisors
California
$1.46M -$69.6K -2,840 -5%
SACTSONJ
571
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.46M
OWD
572
Osborn Williams & Donohoe
Ohio
$1.46M +$327K +13,350 +29%
CTA
573
Chesley Taft & Associates
Illinois
$1.45M -$262K -10,700 -15%
MCM
574
MAI Capital Management
Ohio
$1.44M +$110K +4,480 +8%
FMC
575
First Merchants Corp
Indiana
$1.42M +$979K +39,950 +215%

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.