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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
RMCM
651
Reynders McVeigh Capital Management
Massachusetts
$840K -$7.36K -300 -0.9%
NIS
652
National Investment Services
Wisconsin
$832K -$1.96K -80 -0.2%
NIPH
653
NN Investment Partners Holdings
Netherlands
$829K +$837K +34,150 New
EMG
654
Ellington Management Group
Connecticut
$825K +$834K +34,000 New
AAM
655
Aureus Asset Management
Massachusetts
$806K +$24.5K +1,000 +3%
MNBTD
656
Moody National Bank Trust Division
Texas
$805K
NFC
657
Northeast Financial Consultants
Connecticut
$803K
EGA
658
E&G Advisors
Texas
$789K +$797K +32,500 New
GCP
659
GSA Capital Partners
United Kingdom
$788K -$626K -25,520 -44%
SCA
660
Snowden Capital Advisors
New York
$784K +$792K +32,320 New
PJSIMP
661
P.J. Schmidt Investment Management (PJS)
Wisconsin
$784K -$5.64K -230 -0.7%
LFASL
662
Lugano Financial Advisors SA (LFA)
Switzerland
$781K +$795K +32,420 New
PSUF
663
People's United Financial
Connecticut
$765K +$413K +16,850 +115%
CA
664
Cetera Advisors
Colorado
$754K +$763K +31,100 New
MC
665
Moors & Cabot
Massachusetts
$752K +$762K +31,060 New
PP
666
Palladium Partners
Virginia
$749K +$8.58K +350 +1%
CNAM
667
Campbell Newman Asset Management
Wisconsin
$742K -$38.2K -1,560 -5%
ANRIA
668
American National Registered Investment Advisor
Texas
$740K
ST
669
Spinnaker Trust
Maine
$737K +$745K +30,400 New
GLA
670
Great Lakes Advisors
Illinois
$734K -$1.84M -75,100 -71%
CCM
671
Coldstream Capital Management
Washington
$727K +$275K +11,200 +60%
BWM
672
Buckley Wealth Management
Nevada
$725K +$19.6K +800 +3%
RC
673
Roundview Capital
New Jersey
$722K +$34.8K +1,420 +5%
FPCP
674
Fort Point Capital Partners
California
$720K +$727K +29,660 New
AAP
675
Aristotle Atlantic Partners
Florida
$718K +$725K +29,580 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.