We are live on ! Find out more
AVGO icon

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
MMPW
676
Mitchell McLeod Pugh & Williams
Alabama
$706K
FBFS
677
First Business Financial Services
Wisconsin
$705K -$10.5K -430 -1%
ACC
678
Accident Compensation Corp
New Zealand
$704K +$417K +17,000 +142%
FBT
679
First Bankers Trust
Kentucky
$702K +$709K +28,920 New
GXMC
680
Global X Management Company
New York
$691K -$43.4K -1,770 -6%
LTI
681
Laffer Tengler Investments
Tennessee
$689K +$696K +28,400 New
RPC
682
Rossmore Private Capital
Connecticut
$684K -$32.1K -1,310 -4%
FFWA
683
FRG Family Wealth Advisors
Washington
$680K +$687K +28,040 New
NEAM
684
New England Asset Management
Connecticut
$679K +$686K +28,000 New
TWA
685
TCI Wealth Advisors
Arizona
$672K +$10.3K +420 +2%
IAA
686
Independent Advisor Alliance
North Carolina
$667K -$36.8K -1,500 -4%
OIA
687
Optimum Investment Advisors
Illinois
$649K +$24.5K +1,000 +4%
BFA
688
Bragg Financial Advisors
North Carolina
$648K +$655K +26,720 New
BAM
689
Belpointe Asset Management
Nevada
$644K +$650K +26,520 New
IA
690
IFG Advisory
Georgia
$635K +$22.3K +910 +4%
KIA
691
KCM Investment Advisors
California
$631K +$93.4K +3,810 +17%
TSWM
692
Triangle Securities Wealth Management
North Carolina
$627K +$16.9K +690 +3%
WA
693
Winfield Associates
Ohio
$621K +$24.5K +1,000 +4%
GFPC
694
Global Financial Private Capital
Florida
$620K -$34.3K -1,400 -5%
ARMT
695
Amica Retiree Medical Trust
Rhode Island
$616K
SM
696
Sciencast Management
New Jersey
$616K +$718K +29,300 New
APP
697
Avantax Planning Partners
Iowa
$605K -$914K -37,280 -60%
FANJ
698
Financial Architects (New Jersey)
New Jersey
$605K +$612K +24,950 New
PTC
699
Private Trust Company
Ohio
$602K -$48.8K -1,990 -7%
TF
700
Tompkins Financial
New York
$602K

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.