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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 %
SMG
726
Spectrum Management Group
Indiana
$667K +$15.7K +610 +2%
BHA
727
Beech Hill Advisors
New York
$662K -$14.1K -550 -2%
PAA
728
Peregrine Asset Advisers
Oregon
$652K – – –
WIA
729
Wealthstreet Investment Advisors
Texas
$647K +$647K +25,200 New
AA
730
ALPS Advisors
Colorado
$643K +$108K +4,200 +20%
AFA
731
Aurora Financial Advisors
Massachusetts
$642K +$642K +24,990 New
TF
732
Tompkins Financial
New York
$637K -$11.6K -450 -2%
OIA
733
Optimum Investment Advisors
Illinois
$636K +$19.3K +750 +3%
1WA
734
180 Wealth Advisors
Washington
$631K +$631K +24,550 New
SPC
735
Sigma Planning Corp
Michigan
$630K +$225K +8,760 +56%
SM
736
Southport Management
Wyoming
$629K -$655K -25,500 -51%
KCM
737
Kendall Capital Management
Maryland
$625K +$625K +24,330 New
HSA
738
HBK Sorce Advisory
Pennsylvania
$624K +$251K +9,750 +67%
IIA
739
IPG Investment Advisors
California
$623K +$623K +24,250 New
RPC
740
Rossmore Private Capital
Connecticut
$621K +$621K +24,180 New
FMWA
741
Forvis Mazars Wealth Advisors
Missouri
$616K +$49.6K +1,930 +9%
GT
742
Glenview Trust
Kentucky
$614K – – –
SCA
743
Snowden Capital Advisors
New York
$613K +$66.8K +2,600 +12%
CA
744
Cetera Advisors
Colorado
$611K +$205K +7,980 +51%
TMAM
745
Tokio Marine Asset Management
Japan
$610K -$653K -25,430 -52%
FMLI
746
Fukoku Mutual Life Insurance
Japan
$610K -$51.4K -2,000 -8%
CBA
747
Coastal Bridge Advisors
Connecticut
$610K +$4.54K +170 +0.8%
CA
748
Calton & Associates
Florida
$607K +$607K +23,110 New
RMDI
749
R.M. Davis Inc
Maine
$606K +$23.9K +930 +4%
PGFC
750
Peapack-Gladstone Financial Corp
New Jersey
$602K +$47.5K +1,850 +9%
28 29
30
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