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Broadcom

1,064 hedge funds and large institutions have $94.5B invested in Broadcom in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 384 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 67

50% more call options, than puts

Call options by funds: $2.34B | Put options by funds: $1.56B

10% more funds holding

Funds holding: 9631,064 (+101)

6% more capital invested

Capital invested by funds: $88.8B → $94.5B (+$5.64B)

3% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 384

0.32% more ownership

Funds ownership: 898.05%898.37% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

Holders
1,064
Holders Change
+101
Holders Change %
+10.49%
% of All Funds
24.13%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.61%
New
177
Increased
394
Reduced
384
Closed
67
Calls
$2.34B
Puts
$1.56B
Net Calls
+$779M
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
701
Waverly Advisors
Alabama
$806K +$29.4K +1,130 +4%
IAA
702
Independent Advisor Alliance
North Carolina
$797K +$110K +4,220 +17%
PP
703
Palladium Partners
Virginia
$790K -$16.9K -650 -2%
MF
704
Magnetar Financial
Illinois
$779K +$469K +18,030 +146%
AT
705
Argent Trust
Texas
$758K +$80.8K +3,110 +12%
SSWM
706
Sheets Smith Wealth Management
North Carolina
$757K +$16.4K +630 +2%
FBFS
707
First Business Financial Services
Wisconsin
$756K +$765K +29,410 New
RC
708
Roundview Capital
New Jersey
$753K +$242K +9,300 +46%
CRC
709
Curi RMB Capital
Illinois
$749K +$49.4K +1,900 +7%
MMPW
710
Mitchell McLeod Pugh & Williams
Alabama
$747K +$67.6K +2,600 +10%
PTC
711
Private Trust Company
Ohio
$746K -$84.5K -3,250 -10%
AAM
712
Aureus Asset Management
Massachusetts
$746K +$120K +4,600 +19%
CCA
713
Checchi Capital Advisers
California
$741K +$36.7K +1,410 +5%
BFM
714
Boothbay Fund Management
New York
$724K -$1.14M -43,870 -61%
PJSIMP
715
P.J. Schmidt Investment Management (PJS)
Wisconsin
$715K -$46.8K -1,800 -6%
BAM
716
Belpointe Asset Management
Nevada
$715K +$16.4K +630 +2%
BBA
717
BLB&B Advisors
Pennsylvania
$714K
TWA
718
TCI Wealth Advisors
Arizona
$712K -$10.4K -400 -1%
TCM
719
Tributary Capital Management
Nebraska
$694K -$13K -500 -2%
GXMC
720
Global X Management Company
New York
$690K +$168K +6,460 +32%
AAM
721
Azzad Asset Management
Virginia
$687K +$174K +6,700 +33%
JIP
722
Jaffetilchin Investment Partners
Florida
$686K +$694K +26,690 New
TCM
723
Teza Capital Management
Illinois
$683K +$691K +26,580 New
ACS
724
Archford Capital Strategies
Illinois
$681K +$689K +26,500 New
MA
725
MANA Advisors
New York
$678K +$686K +26,400 New

AVGO Hedge Fund Activity: Q4 2017 in Review

1,064 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2017, worth a combined $94.5B — up 6.3% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new AVGO positions and 67 closed out — a net gain of 110 holders — while 394 added to existing stakes and 384 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.29B. The largest seller was Lone Pine Capital, cutting an estimated $683M.

  • 1,064 institutional investors held Broadcom (AVGO) as of Q4 2017, up from 963 in Q3 2017.
  • Funds reported $94.5B of Broadcom stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 177 funds opened new Broadcom positions in Q4 2017 and 67 closed out, a net change of +110 holders.
  • The largest Broadcom buyer in Q4 2017 was T. Rowe Price Associates, an estimated $1.29B added.
  • The largest Broadcom seller in Q4 2017 was Lone Pine Capital, an estimated $683M sold.

Based on aggregated 13F filings for Q4 2017.