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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
MFW
701
Mosaic Family Wealth
Missouri
$277K -$10.1K -490 -4%
SBIA
702
Sheaff Brock Investment Advisors
Indiana
$276K -$10.3K -500 -4%
HCM
703
Hollencrest Capital Management
California
$273K -$13K -630 -5%
WA
704
WBH Advisory
Maryland
$273K
KIA
705
KCM Investment Advisors
California
$272K -$154K -7,460 -38%
ISL
706
Ingalls & Snyder LLC
New York
$268K +$252K +12,260 New
Mariner
707
Mariner
Kansas
$266K +$250K +12,130 New
CCA
708
Catalyst Capital Advisors
New York
$263K
Two Sigma Advisers
709
Two Sigma Advisers
New York
$261K +$246K +11,930 New
CCM
710
Catawba Capital Management
Virginia
$255K
SPC
711
Sigma Planning Corp
Michigan
$253K +$238K +11,540 New
CAS
712
Cue Advisory Services
Arizona
$249K
SS
713
Simplicity Solutions
Minnesota
$249K +$235K +11,390 New
CWM
714
Cornerstone Wealth Management
Missouri
$246K +$235K +11,390 New
RC
715
Roundview Capital
New Jersey
$242K +$228K +11,050 New
RIM
716
Rampart Investment Management
Connecticut
$241K -$510K -24,750 -69%
NL
717
NWAM LLC
Washington
$241K -$11.3K -550 -5%
BP
718
BBR Partners
New York
$241K +$226K +10,990 New
HIC
719
Holderness Investments Company
North Carolina
$239K +$224K +10,900 New
IWM
720
IHT Wealth Management
Illinois
$238K +$3.09K +150 +1%
LOAMS
721
Lombard Odier Asset Management (Switzerland)
Switzerland
$236K +$222K +10,760 New
SHWM
722
Smith & Howard Wealth Management
Georgia
$236K +$222K +10,780 New
SF
723
Synovus Financial
Georgia
$232K +$7K +340 +3%
CC
724
Courier Capital
New York
$232K +$218K +10,590 New
SAM
725
Silvercrest Asset Management
New York
$231K +$217K +10,560 New