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Broadcom
AVGO

Overview Fund Activity

1,018 hedge funds and large institutions have $88.2B invested in Broadcom in 2018 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 405 increasing their positions, 373 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
23.31%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
1.21%
New
142
Increased
405
Reduced
373
Closed
138
Calls
$1.74B
Puts
$1.74B
Net Calls
+$5.54M
Net Calls Change
+$157M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$5.66B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$890M
3
Morgan Stanley
Morgan Stanley
New York
+$582M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$517M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$508M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.62B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.79B
3
Capital World Investors
Capital World Investors
California
-$1.59B
4
Jennison Associates
Jennison Associates
New York
-$605M
5
Bank of America
Bank of America
North Carolina
-$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
651
IHT Wealth Management
Illinois
$795K +$335K +13,580 +73%
CNAM
652
Campbell Newman Asset Management
Wisconsin
$794K +$40.2K +1,630 +5%
PJSIMP
653
P.J. Schmidt Investment Management (PJS)
Wisconsin
$793K -$3.7K -150 -0.5%
CL
654
CPWM LLC
Washington
$793K +$793K +32,150 New
FNT
655
First National Trust
Pennsylvania
$789K +$307K +12,440 +64%
FIA
656
FNY Investment Advisers
New York
$789K +$789K +32,000 New
BFA
657
Bragg Financial Advisors
North Carolina
$784K +$125K +5,060 +19%
HH
658
Hilltop Holdings
Texas
$773K +$223K +9,040 +41%
AAM
659
Aureus Asset Management
Massachusetts
$770K -$49.1K -1,990 -6%
IA
660
IFP Advisors
Florida
$770K +$359K +14,550 +87%
NIS
661
National Investment Services
Wisconsin
$753K -$92.8K -3,760 -11%
ANRIA
662
American National Registered Investment Advisor
Texas
$752K – – –
ST
663
Spinnaker Trust
Maine
$751K +$987 +40 +0.1%
ARMT
664
Amica Retiree Medical Trust
Rhode Island
$747K +$120K +4,880 +19%
CMBA
665
C.M. Bidwell & Associates
Hawaii
$739K +$739K +29,950 New
Lido Advisors
666
Lido Advisors
California
$735K -$125K -5,080 -15%
EGA
667
E&G Advisors
Texas
$728K -$74K -3,000 -9%
MMPW
668
Mitchell McLeod Pugh & Williams
Alabama
$721K +$3.21K +130 +0.4%
TSWM
669
Triangle Securities Wealth Management
North Carolina
$719K +$80.9K +3,280 +13%
FBFS
670
First Business Financial Services
Wisconsin
$717K – – –
LWAC
671
Laurel Wealth Advisors (California)
California
$709K +$332K +13,450 +88%
MYIA
672
Mount Yale Investment Advisors
Colorado
$698K -$1.25M -53,170 -64%
RPC
673
Rossmore Private Capital
Connecticut
$696K – – –
VCWA
674
Vanguard Capital Wealth Advisors
Colorado
$692K +$692K +28,080 New
NEAM
675
New England Asset Management
Connecticut
$691K – – –
25 26
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