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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
WCM
601
Wunderlich Capital Managemnt
Tennessee
$877K +$19.6K +780 +2%
FNBOH
602
First National Bank of Hutchinson
Kansas
$875K +$62.9K +2,500 +7%
S
603
SignatureFD
Georgia
$874K +$110K +4,370 +13%
CAM
604
ClariVest Asset Management
California
$856K -$284K -11,300 -24%
GCM
605
Graham Capital Management
Connecticut
$852K
BTNA
606
Bremer Trust National Association
Minnesota
$846K -$69K -2,740 -7%
BWAM
607
Boyd Watterson Asset Management
Ohio
$834K -$3.78K -150 -0.4%
ACA
608
Anchor Capital Advisors
Massachusetts
$825K +$881K +35,000 New
RMCM
609
Reynders McVeigh Capital Management
Massachusetts
$822K +$64.2K +2,550 +8%
NIS
610
National Investment Services
Wisconsin
$809K -$1.25M -49,790 -59%
HF
611
HRT Financial
New York
$800K +$855K +33,960 New
NL
612
NVWM LLC
Pennsylvania
$791K -$575K -22,830 -40%
IAA
613
Independent Advisor Alliance
North Carolina
$788K +$140K +5,550 +19%
Tudor Investment Corp
614
Tudor Investment Corp
Connecticut
$784K -$4.07M -161,630 -83%
MNBTD
615
Moody National Bank Trust Division
Texas
$782K -$25.2K -1,000 -3%
NFC
616
Northeast Financial Consultants
Connecticut
$780K -$1.76K -70 -0.2%
PJSIMP
617
P.J. Schmidt Investment Management (PJS)
Wisconsin
$767K +$118K +4,690 +17%
AAM
618
Aureus Asset Management
Massachusetts
$759K +$79.8K +3,170 +11%
LWAC
619
Laurel Wealth Advisors (California)
California
$758K +$399K +15,860 +106%
CNAM
620
Campbell Newman Asset Management
Wisconsin
$757K +$4.78K +190 +0.6%
CS
621
Credential Securities
$745K -$14.6K -580 -2%
CAG
622
Csenge Advisory Group
Florida
$719K -$364K -14,460 -32%
PP
623
Palladium Partners
Virginia
$719K -$6.29K -250 -0.8%
ANRIA
624
American National Registered Investment Advisor
Texas
$718K -$25.2K -1,000 -3%
RFC
625
Regions Financial Corp
Alabama
$714K -$193K -7,650 -20%

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.