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Broadcom
AVGO

Overview Fund Activity

1,124 hedge funds and large institutions have $87.1B invested in Broadcom in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 386 increasing their positions, 415 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+106
Holders Change %
+10.41%
% of All Funds
25.08%
Holding in Top 10
68
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+28.3%
% of All Funds
1.52%
New
210
Increased
386
Reduced
415
Closed
92
Calls
$2.31B
Puts
$2.13B
Net Calls
+$177M
Net Calls Change
+$172M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.08B
2
Capital International Investors
Capital International Investors
California
+$519M
3
Bank of America
Bank of America
North Carolina
+$394M
4
Millennium Management
Millennium Management
New York
+$163M
5
TIM
Thornburg Investment Management
New Mexico
+$96.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$695M
2
Morgan Stanley
Morgan Stanley
New York
-$573M
3
SLG
Silver Lake Group
California
-$412M
4
VVP
Vulcan Value Partners
Alabama
-$345M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSPF
701
British Steel Pension Fund
United Kingdom
$695K +$695K +28,170 New
WCM
702
Windsor Capital Management
Arizona
$693K -$15.5K -610 -2%
OIA
703
Optimum Investment Advisors
Illinois
$690K – – –
LTI
704
Laffer Tengler Investments
Tennessee
$689K -$2.54K -100 -0.4%
BWM
705
Buckley Wealth Management
Nevada
$688K +$3.05K +120 +0.4%
AAS
706
Avantax Advisory Services
Texas
$686K +$686K +26,950 New
SAM
707
Symphony Asset Management
California
$684K -$961K -37,780 -58%
DY
708
Dowling & Yahnke
California
$679K +$60.1K +2,530 +10%
1NWS
709
1 North Wealth Services
Maryland
$679K +$679K +26,710 New
XS
710
XR Securities
Illinois
$677K +$677K +26,630 New
CCM
711
Coldstream Capital Management
Washington
$676K -$382K -15,020 -36%
APP
712
Avantax Planning Partners
Iowa
$676K +$53.1K +2,090 +9%
PGFC
713
Peapack-Gladstone Financial Corp
New Jersey
$674K +$147K +5,800 +28%
WS
714
Wedbush Securities
California
$667K -$1.55M -60,970 -70%
PP
715
Palladium Partners
Virginia
$666K -$19.1K -750 -3%
FANJ
716
Financial Architects (New Jersey)
New Jersey
$655K +$23.7K +930 +4%
KeyBank National Association
717
KeyBank National Association
Ohio
$654K +$47.8K +1,880 +8%
VCWA
718
Vanguard Capital Wealth Advisors
Colorado
$649K -$64.8K -2,550 -9%
XWM
719
Xcel Wealth Management
Florida
$645K +$645K +25,370 New
WHG
720
Westwood Holdings Group
Texas
$640K -$69.9K -2,750 -10%
MWA
721
Meridian Wealth Advisors
Texas
$638K +$638K +25,110 New
QC
722
Quadrature Capital
United Kingdom
$634K +$634K +24,950 New
TF
723
Tompkins Financial
New York
$633K +$2.54K +100 +0.4%
CIM
724
CIM Investment Management
Pennsylvania
$628K -$25.4K -1,000 -4%
SRSA
725
S.R. Schill & Associates
Washington
$626K +$626K +24,630 New
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