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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
CCT
626
Capital City Trust
Florida
$986K +$33.3K +1,360 +3%
IB
627
Intrust Bank
Kansas
$978K +$27K +1,100 +3%
SICM
628
Sustainable Insight Capital Management
New York
$972K +$982K +40,060 New
YMRC
629
Yorktown Management & Research Company
Virginia
$971K +$981K +40,000 New
AWP
630
Ascent Wealth Partners
New York
$966K -$7.6K -310 -0.8%
FWCM
631
Ferguson Wellman Capital Management
Oregon
$959K -$158K -6,460 -14%
YWP
632
YorkBridge Wealth Partners
New York
$959K -$4.17K -170 -0.4%
S
633
SignatureFD
Georgia
$949K +$49.8K +2,030 +5%
PG
634
Pendal Group
Australia
$937K -$803K -32,750 -46%
HI
635
HBK Investments
Texas
$898K -$2.78M -113,390 -75%
LMAM
636
Legg Mason Asset Management
Japan
$898K -$24.5K -1,000 -3%
BWAM
637
Boyd Watterson Asset Management
Ohio
$894K +$35.6K +1,450 +4%
P
638
Pitcairn
Pennsylvania
$892K +$902K +36,770 New
AAM
639
Azzad Asset Management
Virginia
$890K +$180K +7,350 +25%
BHIA
640
Birch Hill Investment Advisors
Massachusetts
$890K +$378K +15,400 +72%
OTPPB
641
Ontario Teachers' Pension Plan Board
Ontario, Canada
$881K +$890K +36,300 New
CAN
642
Cetera Advisor Networks
California
$879K +$891K +36,330 New
FNBOH
643
First National Bank of Hutchinson
Kansas
$870K -$31.6K -1,290 -3%
FHA
644
First Horizon Advisors
Tennessee
$866K +$710K +28,960 +428%
CCA
645
Checchi Capital Advisers
California
$863K +$872K +35,570 New
XS
646
XR Securities
Illinois
$857K +$866K +35,330 New
PWM
647
Perigon Wealth Management
California
$854K +$842K +34,350 +3,994%
VFM
648
Viking Fund Management
North Dakota
$849K +$858K +35,000 New
Lido Advisors
649
Lido Advisors
California
$846K -$385K -15,690 -31%
SFFS
650
Stonehage Fleming Financial Services
Jersey
$845K +$854K +34,820 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.