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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
GXMC
626
Global X Management Company
New York
$713K +$86.1K +3,420 +13%
ASN
627
Advisory Services Network
Georgia
$699K -$2.27M -89,970 -75%
EWM
628
Endurance Wealth Management
Rhode Island
$696K +$743K +29,500 +295,000%
FBFS
629
First Business Financial Services
Wisconsin
$695K +$2.27K +90 +0.3%
RPC
630
Rossmore Private Capital
Connecticut
$695K +$134K +5,330 +22%
AAM
631
Azzad Asset Management
Virginia
$691K +$65.2K +2,590 +10%
AT
632
Argent Trust
Texas
$691K -$3.78K -150 -0.5%
BWM
633
Buckley Wealth Management
Nevada
$685K -$61.2K -2,430 -8%
MMPW
634
Mitchell McLeod Pugh & Williams
Alabama
$685K
HH
635
Hilltop Holdings
Texas
$683K +$272K +10,790 +59%
DC
636
DeDora Capital
California
$668K +$49.9K +1,980 +8%
RC
637
Roundview Capital
New Jersey
$667K -$25.2K -1,000 -3%
BBA
638
BLB&B Advisors
Pennsylvania
$655K
CAM
639
Covenant Asset Management
New Jersey
$645K -$2.78M -110,540 -80%
TWA
640
TCI Wealth Advisors
Arizona
$643K -$10.8K -430 -2%
GFPC
641
Global Financial Private Capital
Florida
$635K -$1.98M -78,690 -74%
PTC
642
Private Trust Company
Ohio
$632K -$56.6K -2,250 -8%
CRC
643
Curi RMB Capital
Illinois
$616K -$75.5K -3,000 -10%
OIA
644
Optimum Investment Advisors
Illinois
$607K +$25.2K +1,000 +4%
ARMT
645
Amica Retiree Medical Trust
Rhode Island
$599K -$371K -14,730 -37%
PAA
646
Peregrine Asset Advisers
Oregon
$598K
IA
647
IFG Advisory
Georgia
$595K +$105K +4,160 +20%
TSWM
648
Triangle Securities Wealth Management
North Carolina
$593K +$44.3K +1,760 +8%
FNBT
649
FineMark National Bank & Trust
Florida
$593K +$183K +7,250 +40%
PAG
650
Private Advisor Group
New Jersey
$585K -$1.05M -41,570 -63%

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.