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Broadcom

1,064 hedge funds and large institutions have $94.5B invested in Broadcom in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 384 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 67

50% more call options, than puts

Call options by funds: $2.34B | Put options by funds: $1.56B

10% more funds holding

Funds holding: 9631,064 (+101)

6% more capital invested

Capital invested by funds: $88.8B → $94.5B (+$5.64B)

3% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 384

0.32% more ownership

Funds ownership: 898.05%898.37% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

Holders
1,064
Holders Change
+101
Holders Change %
+10.49%
% of All Funds
24.13%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.61%
New
177
Increased
394
Reduced
384
Closed
67
Calls
$2.34B
Puts
$1.56B
Net Calls
+$779M
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
601
Level Four Advisory Services
Texas
$1.78M +$156K +6,000 +9%
TAM
602
Tiverton Asset Management
Delaware
$1.75M +$1.78M +68,300 New
AP
603
Advisor Partners
California
$1.65M +$81.4K +3,130 +5%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$1.64M +$198K +7,620 +14%
VF
605
Virtu Financial
New York
$1.63M +$1.65M +63,520 New
BA
606
Bristol Advisors
Pennsylvania
$1.62M +$1.64M +63,000 New
CPA
607
Capital Planning Advisors
California
$1.59M +$1.02M +39,260 +173%
AI
608
Atria Investments
North Carolina
$1.59M +$130K +4,990 +9%
HCM
609
HMS Capital Management
Tennessee
$1.58M +$108K +4,140 +7%
CONA
610
Capital One National Association
New York
$1.54M +$404K +15,530 +35%
AF
611
Ally Financial
Michigan
$1.54M -$1.56M -60,000 -50%
SCP
612
Syntal Capital Partners
Texas
$1.53M +$820K +31,530 +112%
AP
613
AHL Partners
United Kingdom
$1.53M -$4.21M -161,940 -73%
TRCT
614
Tower Research Capital (TRC)
New York
$1.53M +$490K +18,830 +46%
BIM
615
Baldwin Investment Management
Pennsylvania
$1.52M +$26K +1,000 +2%
SIA
616
SeaBridge Investment Advisors
New Jersey
$1.48M -$739K -28,420 -33%
NL
617
NVWM LLC
Pennsylvania
$1.48M +$1.5M +57,590 New
GBT
618
Grove Bank & Trust
Florida
$1.47M -$26.3K -1,010 -2%
DS
619
DRW Securities
Illinois
$1.46M +$1.48M +56,880 New
JG
620
Jefferies Group
New York
$1.46M +$964K +37,100 +189%
OAM
621
Oxford Asset Management
United Kingdom
$1.46M +$1.46M +56,350 New
ACM
622
Ativo Capital Management
Illinois
$1.42M -$2.22M -85,540 -61%
RA
623
Rational Advisors
New York
$1.41M -$48.4K -1,860 -3%
TCM
624
Tuttle Capital Management
Connecticut
$1.41M -$48.4K -1,860 -3%
CT
625
Coastline Trust
Rhode Island
$1.41M +$1.43M +55,000 New

AVGO Hedge Fund Activity: Q4 2017 in Review

1,064 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2017, worth a combined $94.5B — up 6.3% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new AVGO positions and 67 closed out — a net gain of 110 holders — while 394 added to existing stakes and 384 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.29B. The largest seller was Lone Pine Capital, cutting an estimated $683M.

  • 1,064 institutional investors held Broadcom (AVGO) as of Q4 2017, up from 963 in Q3 2017.
  • Funds reported $94.5B of Broadcom stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 177 funds opened new Broadcom positions in Q4 2017 and 67 closed out, a net change of +110 holders.
  • The largest Broadcom buyer in Q4 2017 was T. Rowe Price Associates, an estimated $1.29B added.
  • The largest Broadcom seller in Q4 2017 was Lone Pine Capital, an estimated $683M sold.

Based on aggregated 13F filings for Q4 2017.