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Broadcom
AVGO

Overview Fund Activity

925 hedge funds and large institutions have $86.1B invested in Broadcom in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 360 increasing their positions, 340 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+69
Holders Change %
+8.06%
% of All Funds
23.1%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.67%
New
131
Increased
360
Reduced
340
Closed
55
Calls
$1.82B
Puts
$1.4B
Net Calls
+$414M
Net Calls Change
+$419M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$327M
2
Ameriprise
Ameriprise
Minnesota
+$312M
3
Jennison Associates
Jennison Associates
New York
+$263M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$257M
5
WRF
Waddell & Reed Financial
Kansas
+$215M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.29B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$922M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$449M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$420M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
676
Tocqueville Asset Management
New York
$583K +$583K +25,000 New
FWCM
677
First Western Capital Management
California
$564K -$151K -6,460 -21%
GT
678
Glenview Trust
Kentucky
$562K – – –
TSWM
679
Triangle Securities Wealth Management
North Carolina
$560K -$26.8K -1,150 -5%
NJBEST
680
New Jersey Better Educational Savings Trust
New Jersey
$559K – – –
SMG
681
Spectrum Management Group
Indiana
$551K +$2.33K +100 +0.4%
OIA
682
Optimum Investment Advisors
Illinois
$548K -$88.6K -3,800 -14%
SBA
683
Seven Bridges Advisors
New York
$547K -$65.3K -2,800 -11%
LFAS
684
Level Four Advisory Services
Texas
$546K -$349K -16,050 -39%
IPC
685
Independent Portfolio Consultants
Florida
$545K -$89K -3,820 -14%
DC
686
Davenport & Co
Virginia
$545K -$32.9K -1,410 -6%
DWT
687
Dorsey & Whitney Trust
South Dakota
$544K +$150K +6,420 +38%
NFG
688
Next Financial Group
Texas
$537K -$45.9K -1,970 -8%
FMWA
689
Forvis Mazars Wealth Advisors
Missouri
$534K -$16.3K -700 -3%
PFP
690
Pinnacle Financial Partners
Tennessee
$525K -$225K -9,650 -30%
VFA
691
Voya Financial Advisors
Connecticut
$524K -$17.8K -760 -3%
BFEC
692
Benjamin F. Edwards & Company
Missouri
$508K +$212K +9,120 +72%
IA
693
IFP Advisors
Florida
$506K +$60K +2,570 +13%
PGFC
694
Peapack-Gladstone Financial Corp
New Jersey
$503K +$2.33K +100 +0.5%
CAAS
695
Capital Asset Advisory Services
Michigan
$501K +$501K +21,400 New
BAC
696
Boys Arnold & Co
North Carolina
$499K -$147K -6,310 -23%
CYG
697
Clean Yield Group
Vermont
$497K – – –
RP
698
Reinhart Partners
Wisconsin
$491K -$5.83K -250 -1%
AAM
699
Aureus Asset Management
Massachusetts
$490K +$51.3K +2,200 +12%
SSG
700
Summit Securities Group
New York
$489K -$2.58M -111,000 -84%
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