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Broadcom

858 hedge funds and large institutions have $81.1B invested in Broadcom in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 310 increasing their positions, 345 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 85

25% more capital invested

Capital invested by funds: $64.6B → $81.1B (+$16.5B)

6.28% more ownership

Funds ownership: 916.54%922.83% (+6.3%)

5% more funds holding in top 10

Funds holding in top 10: 6366 (+3)

2% more funds holding

Funds holding: 840858 (+18)

1% less call options, than puts

Call options by funds: $765M | Put options by funds: $770M

10% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 345

Holders
858
Holders Change
+18
Holders Change %
+2.14%
% of All Funds
21.36%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
1.64%
New
118
Increased
310
Reduced
345
Closed
85
Calls
$765M
Puts
$770M
Net Calls
-$5.17M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
676
Dowling & Yahnke
California
$322K -$5.15K -250 -2%
RMCM
677
Reynders McVeigh Capital Management
Massachusetts
$320K +$22.7K +1,100 +8%
CAN
678
Cetera Advisor Networks
California
$318K +$5.56K +270 +2%
PSUF
679
People's United Financial
Connecticut
$316K -$1.74M -84,470 -85%
SRSA
680
S.R. Schill & Associates
Washington
$316K -$14.4K -700 -5%
LWAC
681
Laurel Wealth Advisors (California)
California
$315K -$46.5K -2,260 -14%
SI
682
SII Investments
Wisconsin
$313K +$17.1K +830 +6%
CSM
683
CAMG Solamere Management
North Carolina
$311K +$3.71K +180 +1%
FNT
684
First National Trust
Pennsylvania
$311K +$293K +14,230 New
WA
685
Winfield Associates
Ohio
$310K +$275K +13,350 +1,669%
ACM
686
AUA Capital Management
Pennsylvania
$307K
CSIC
687
Clifford Swan Investment Counsel
California
$307K +$24.5K +1,190 +9%
WPW
688
Waldron Private Wealth
Pennsylvania
$302K +$286K +13,890 New
ST
689
Smithfield Trust
Pennsylvania
$300K -$63.2K -3,070 -18%
ADL
690
Asset Dedication LLC
California
$300K -$4.33K -210 -2%
LC
691
Lourd Capital
California
$300K +$282K +13,700 New
IP
692
Investment Partners
Ohio
$296K -$74.1K -3,600 -21%
TPWA
693
TRUE Private Wealth Advisors
Oregon
$296K -$18.3K -890 -6%
CBU
694
CIBC Bank USA
Illinois
$294K +$3.71K +180 +1%
AA
695
Apriem Advisors
California
$293K +$51.7K +2,510 +23%
EGA
696
E&G Advisors
Texas
$285K +$268K +13,000 New
IAA
697
Independent Advisor Alliance
North Carolina
$284K +$270K +13,100 New
QCG
698
Quadrant Capital Group
Ohio
$283K +$15.2K +740 +6%
HSA
699
HBK Sorce Advisory
Pennsylvania
$279K -$10.1K -490 -4%
BFEC
700
Benjamin F. Edwards & Company
Missouri
$278K +$6.38K +310 +3%