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Broadcom

926 hedge funds and large institutions have $86.1B invested in Broadcom in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 360 increasing their positions, 340 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 56

29% more call options, than puts

Call options by funds: $1.82B | Put options by funds: $1.4B

8% more funds holding

Funds holding: 858926 (+68)

6% more capital invested

Capital invested by funds: $81.1B → $86.1B (+$4.98B)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

6% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 340

14.45% less ownership

Funds ownership: 922.83%908.38% (-14%)

Holders
926
Holders Change
+68
Holders Change %
+7.93%
% of All Funds
23.09%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.67%
New
131
Increased
360
Reduced
340
Closed
56
Calls
$1.82B
Puts
$1.4B
Net Calls
+$414M
Net Calls Change
+$419M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
726
Intellectus Partners
California
$392K +$22K +950 +6%
BCM
727
Bienville Capital Management
New York
$385K -$3.71K -160 -1%
BDF
728
Balasa Dinverno & Foltz
$382K -$10.2K -440 -3%
PCM
729
Parsons Capital Management
Rhode Island
$379K -$5.8K -250 -2%
FCBT
730
First Citizens Bank & Trust
North Carolina
$373K +$371K +16,000 New
NPC
731
National Planning Corporation
California
$370K +$373K +16,080 New
CL
732
CPWM LLC
Washington
$364K -$13.5K -580 -4%
IR
733
Invictus RG
Bermuda
$356K +$354K +15,270 New
LC
734
Lourd Capital
California
$353K +$33.4K +1,440 +11%
OA
735
Oxbow Advisors
Texas
$351K +$350K +15,070 New
MC
736
Middleton & Co
Massachusetts
$350K
AssetMark Inc
737
AssetMark Inc
California
$344K -$5.1K -220 -1%
CSM
738
CAMG Solamere Management
North Carolina
$344K +$15.1K +650 +5%
LWAC
739
Laurel Wealth Advisors (California)
California
$343K +$7.89K +340 +2%
QC
740
QCM Cayman
Texas
$343K +$341K +14,710 New
RMCM
741
Reynders McVeigh Capital Management
Massachusetts
$340K
HH
742
Hilltop Holdings
Texas
$339K -$11.8K -510 -3%
DY
743
Dowling & Yahnke
California
$338K -$4.64K -200 -1%
SPC
744
Sigma Planning Corp
Michigan
$338K +$68.7K +2,960 +26%
PSUF
745
People's United Financial
Connecticut
$337K
ST
746
Smithfield Trust
Pennsylvania
$337K +$17.2K +740 +5%
BCMO
747
Buckingham Capital Management (Ohio)
Ohio
$334K +$333K +14,350 New
TPWA
748
TRUE Private Wealth Advisors
Oregon
$332K +$16K +690 +5%
Lido Advisors
749
Lido Advisors
California
$327K -$108K -4,640 -25%
ACM
750
AUA Capital Management
Pennsylvania
$326K

AVGO Hedge Fund Activity: Q2 2017 in Review

926 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2017, worth a combined $86.1B — up 6.1% from $81.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new AVGO positions and 56 closed out — a net gain of 75 holders — while 360 added to existing stakes and 340 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $326M. The largest seller was Capital World Investors, cutting an estimated $1.28B.

  • 926 institutional investors held Broadcom (AVGO) as of Q2 2017, up from 858 in Q1 2017.
  • Funds reported $86.1B of Broadcom stock for Q2 2017, up 6.1% quarter-over-quarter.
  • 131 funds opened new Broadcom positions in Q2 2017 and 56 closed out, a net change of +75 holders.
  • The largest Broadcom buyer in Q2 2017 was Citadel Advisors, an estimated $326M added.
  • The largest Broadcom seller in Q2 2017 was Capital World Investors, an estimated $1.28B sold.

Based on aggregated 13F filings for Q2 2017.