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Broadcom
AVGO

Overview Fund Activity

1,063 hedge funds and large institutions have $94.4B invested in Broadcom in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 393 increasing their positions, 384 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+101
Holders Change %
+10.5%
% of All Funds
24.14%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.61%
New
177
Increased
393
Reduced
384
Closed
67
Calls
$2.34B
Puts
$1.56B
Net Calls
+$779M
Net Calls Change
-$296M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.28B
2
SIG
Senator Investment Group
New York
+$263M
3
SCP
Soroban Capital Partners
New York
+$227M
4
Bank of America
Bank of America
North Carolina
+$222M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$215M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$675M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$598M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$575M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$491M
5
ClearBridge Investments
ClearBridge Investments
New York
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
701
Independent Advisor Alliance
North Carolina
$797K +$115K +4,220 +17%
PP
702
Palladium Partners
Virginia
$790K -$16.7K -650 -2%
MF
703
Magnetar Financial
Illinois
$779K +$463K +18,030 +146%
AT
704
Argent Trust
Texas
$758K +$79.9K +3,110 +12%
SSWM
705
Sheets Smith Wealth Management
North Carolina
$757K +$16.2K +630 +2%
FBFS
706
First Business Financial Services
Wisconsin
$756K +$756K +29,410 New
RC
707
Roundview Capital
New Jersey
$753K +$239K +9,300 +46%
CRC
708
Curi RMB Capital
Illinois
$749K +$48.8K +1,900 +7%
MMPW
709
Mitchell McLeod Pugh & Williams
Alabama
$747K +$66.8K +2,600 +10%
PTC
710
Private Trust Company
Ohio
$746K -$83.4K -3,250 -10%
AAM
711
Aureus Asset Management
Massachusetts
$746K +$118K +4,600 +19%
CCA
712
Checchi Capital Advisers
California
$741K +$36.2K +1,410 +5%
BFM
713
Boothbay Fund Management
New York
$724K -$1.13M -43,870 -61%
PJSIMP
714
P.J. Schmidt Investment Management (PJS)
Wisconsin
$715K -$46.2K -1,800 -6%
BAM
715
Belpointe Asset Management
Nevada
$715K +$16.2K +630 +2%
BBA
716
BLB&B Advisors
Pennsylvania
$714K – – –
TWA
717
TCI Wealth Advisors
Arizona
$712K -$10.3K -400 -1%
TCM
718
Tributary Capital Management
Nebraska
$694K -$12.9K -500 -2%
GXMC
719
Global X Management Company
New York
$690K +$166K +6,460 +32%
AAM
720
Azzad Asset Management
Virginia
$687K +$172K +6,700 +33%
JIP
721
Jaffetilchin Investment Partners
Florida
$686K +$686K +26,690 New
TCM
722
Teza Capital Management
Illinois
$683K +$683K +26,580 New
ACS
723
Archford Capital Strategies
Illinois
$681K +$681K +26,500 New
MA
724
MANA Advisors
New York
$678K +$678K +26,400 New
DC
725
DeDora Capital
California
$677K +$677K +26,370 New
27 28
29
30 31