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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
SIC
701
Sigma Investment Counselors
Michigan
$388K +$1.26K +50 +0.3%
KeyBank National Association
702
KeyBank National Association
Ohio
$386K -$50.1K -1,990 -11%
BDF
703
Balasa Dinverno & Foltz
$377K +$5.79K +230 +1%
DTL
704
Dynamic Technology Lab
Singapore
$377K +$403K +16,000 New
PCG
705
Private Capital Group
Connecticut
$373K -$7.3K -290 -2%
FMLI
706
Fukoku Mutual Life Insurance
Japan
$371K -$201K -8,000 -34%
CYG
707
Clean Yield Group
Vermont
$367K -$107K -4,260 -21%
BAM
708
Berkshire Asset Management
Pennsylvania
$366K +$5.04K +200 +1%
BSW
709
Buckingham Strategic Wealth
Missouri
$359K -$66K -2,620 -15%
AR
710
Advisory Research
Illinois
$358K -$2.58M -102,450 -87%
RCAG
711
Rehmann Capital Advisory Group
Michigan
$357K +$6.29K +250 +2%
IWM
712
IHT Wealth Management
Illinois
$354K +$26.9K +1,070 +7%
PNC
713
Park National Corp
Ohio
$354K +$378K +15,020 New
TPWA
714
TRUE Private Wealth Advisors
Oregon
$353K +$8.56K +340 +2%
QSS
715
Quantitative Systematic Strategies
Florida
$352K +$376K +14,950 New
TMAM
716
Tokio Marine Asset Management
Japan
$348K -$226K -8,980 -38%
WP
717
WealthPLAN Partners
Nebraska
$348K +$371K +14,750 New
AC
718
Addison Capital
Pennsylvania
$348K +$372K +14,760 New
PSUF
719
People's United Financial
Connecticut
$345K -$2.21M -87,900 -86%
CSM
720
CAMG Solamere Management
North Carolina
$342K -$71.5K -2,840 -16%
SFSIG
721
San Francisco Sentry Investment Group
California
$341K +$149K +5,910 +69%
CAM
722
Carret Asset Management
New York
$338K +$46.6K +1,850 +15%
IWP
723
Icon Wealth Partners
Texas
$335K -$19.4K -770 -5%
AWM
724
Avior Wealth Management
Nebraska
$327K +$22.4K +890 +7%
FQ
725
First Quadrant
California
$320K

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.