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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
TF
651
Tompkins Financial
New York
$584K
IA
652
IFP Advisors
Florida
$581K +$50.4K +2,000 +10%
WA
653
Winfield Associates
Ohio
$579K -$262K -10,390 -30%
TCM
654
Tributary Capital Management
Nebraska
$577K -$62.9K -2,500 -9%
SM
655
Southport Management
Wyoming
$577K
HSA
656
HBK Sorce Advisory
Pennsylvania
$575K +$3.27K +130 +0.5%
GT
657
Glenview Trust
Kentucky
$574K +$11.6K +460 +2%
TAM
658
Taylor Asset Management
Ontario, Canada
$573K +$629K +25,000 New
BIAS
659
Beacon Investment Advisory Services
New Jersey
$566K +$604K +24,000 New
CAGAS
660
Capital Advisory Group Advisory Services
Minnesota
$557K +$593K +23,550 New
OFG
661
OmniStar Financial Group
North Carolina
$546K -$1.74M -69,140 -75%
LSAG
662
Lake Street Advisors Group
New Hampshire
$545K +$5.29K +210 +0.9%
CAM
663
CenterStar Asset Management
Illinois
$540K
SF
664
Synovus Financial
Georgia
$533K +$125K +4,950 +28%
RMDI
665
R.M. Davis Inc
Maine
$530K -$27.7K -1,100 -5%
KIA
666
KCM Investment Advisors
California
$523K +$119K +4,730 +27%
AFM
667
Andesa Financial Management
Pennsylvania
$519K +$106K +4,200 +24%
NJBEST
668
New Jersey Better Educational Savings Trust
New Jersey
$518K +$50.4K +2,000 +10%
CAAS
669
Capital Asset Advisory Services
Michigan
$513K +$42.8K +1,700 +8%
SGI
670
Summit Global Investments
Utah
$505K +$74.5K +2,960 +16%
PGFC
671
Peapack-Gladstone Financial Corp
New Jersey
$503K -$52.4K -2,080 -9%
BHIA
672
Birch Hill Investment Advisors
Massachusetts
$502K +$536K +21,300 New
DCM
673
Driehaus Capital Management
Illinois
$498K -$259K -10,270 -33%
SBIA
674
Sheaff Brock Investment Advisors
Indiana
$493K -$3.27K -130 -0.6%
FAIM
675
Financial Advocates Investment Management
Washington
$475K +$507K +20,150 New

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.