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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
DC
726
DeDora Capital
California
$677K +$686K +26,370 New
SMG
727
Spectrum Management Group
Indiana
$667K +$15.9K +610 +2%
BHA
728
Beech Hill Advisors
New York
$662K -$14.3K -550 -2%
PAA
729
Peregrine Asset Advisers
Oregon
$652K
WIA
730
Wealthstreet Investment Advisors
Texas
$647K +$655K +25,200 New
AA
731
ALPS Advisors
Colorado
$643K +$109K +4,200 +20%
AFA
732
Aurora Financial Advisors
Massachusetts
$642K +$650K +24,990 New
TF
733
Tompkins Financial
New York
$637K -$11.7K -450 -2%
OIA
734
Optimum Investment Advisors
Illinois
$636K +$19.5K +750 +3%
1WA
735
180 Wealth Advisors
Washington
$631K +$638K +24,550 New
SPC
736
Sigma Planning Corp
Michigan
$630K +$228K +8,760 +56%
SM
737
Southport Management
Wyoming
$629K -$663K -25,500 -51%
KCM
738
Kendall Capital Management
Maryland
$625K +$632K +24,330 New
HSA
739
HBK Sorce Advisory
Pennsylvania
$624K +$253K +9,750 +67%
IIA
740
IPG Investment Advisors
California
$623K +$630K +24,250 New
RPC
741
Rossmore Private Capital
Connecticut
$621K +$629K +24,180 New
FMWA
742
Forvis Mazars Wealth Advisors
Missouri
$616K +$50.2K +1,930 +9%
GT
743
Glenview Trust
Kentucky
$614K
SCA
744
Snowden Capital Advisors
New York
$613K +$67.6K +2,600 +12%
CA
745
Cetera Advisors
Colorado
$611K +$207K +7,980 +51%
TMAM
746
Tokio Marine Asset Management
Japan
$610K -$661K -25,430 -52%
FMLI
747
Fukoku Mutual Life Insurance
Japan
$610K -$52K -2,000 -8%
CBA
748
Coastal Bridge Advisors
Connecticut
$610K +$4.42K +170 +0.8%
CA
749
Calton & Associates
Florida
$607K +$601K +23,110 New
RMDI
750
R.M. Davis Inc
Maine
$606K +$24.2K +930 +4%

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.