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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
PCM
676
Parsons Capital Management
Rhode Island
$474K -$31.5K -1,250 -6%
PI
677
PHH Investments
Texas
$471K +$504K +20,000 New
GI
678
GAMCO Investors
Connecticut
$467K -$69.2K -2,750 -12%
MCG
679
Meru Capital Group
New York
$460K +$491K +19,500 New
FHA
680
Flagship Harbor Advisors
Massachusetts
$454K +$500K +19,850 New
FNT
681
First National Trust
Pennsylvania
$451K -$2.52K -100 -0.5%
SPC
682
Sigma Planning Corp
Michigan
$450K -$137K -5,450 -22%
KI
683
Koch Industries
Kansas
$450K +$163K +6,470 +51%
RP
684
Reinhart Partners
Wisconsin
$449K -$42.8K -1,700 -8%
QC
685
QCM Cayman
Texas
$447K +$478K +18,980 New
FWCM
686
First Western Capital Management
California
$444K -$75.5K -3,000 -14%
BBA
687
Braun-Bostich & Associates
Pennsylvania
$444K +$100K +3,980 +27%
CCM
688
Coldstream Capital Management
Washington
$442K +$140K +5,580 +42%
CSIC
689
Clifford Swan Investment Counsel
California
$441K
FMC
690
First Merchants Corp
Indiana
$438K -$12.6K -500 -3%
PL
691
Perpetual Ltd
Australia
$424K
SEIA
692
Signature Estate & Investment Advisors
California
$417K -$17.9M -711,540 -98%
DY
693
Dowling & Yahnke
California
$405K +$66.7K +2,650 +18%
WA
694
Waverly Advisors
Alabama
$401K -$362K -14,390 -46%
WSC
695
Wellington Shields & Co
New York
$401K
II
696
Inspire Investing
Idaho
$401K +$186K +7,370 +76%
SI
697
Sensato Investors
California
$401K +$428K +17,000 New
DWT
698
Dorsey & Whitney Trust
South Dakota
$400K +$427K +16,980 New
SWMG
699
Signature Wealth Management Group
Georgia
$395K +$21.9K +870 +5%
GW
700
GW & Wade
Massachusetts
$394K +$2.01K +80 +0.5%

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.