We are live on ! Find out more
AVGO icon

Broadcom

1,028 hedge funds and large institutions have $89.2B invested in Broadcom in 2018 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 347 increasing their positions, 350 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 128

9% more funds holding

Funds holding: 9391,028 (+89)

5% more capital invested

Capital invested by funds: $85.2B → $89.2B (+$4.01B)

1% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 350

10% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.54B

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

26.22% less ownership

Funds ownership: 880.17%853.95% (-26%)

Holders
1,028
Holders Change
+89
Holders Change %
+9.48%
% of All Funds
23.53%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.14%
New
227
Increased
347
Reduced
350
Closed
128
Calls
$1.39B
Puts
$1.54B
Net Calls
-$152M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
726
HBK Sorce Advisory
Pennsylvania
$533K -$59.6K -2,430 -10%
FAIM
727
Financial Advocates Investment Management
Washington
$533K +$45.8K +1,870 +9%
BA
728
Boston Advisors
Massachusetts
$524K -$32.3M -1,316,810 -98%
AWM
729
Altium Wealth Management
New York
$524K +$529K +21,580 New
PI
730
PHH Investments
Texas
$522K +$37.5K +1,530 +8%
DY
731
Dowling & Yahnke
California
$522K +$107K +4,350 +25%
BAC
732
Boys Arnold & Co
North Carolina
$522K +$527K +21,510 New
SCP
733
Sandhill Capital Partners
New York
$519K +$525K +21,410 New
CWM
734
Cornerstone Wealth Management
Missouri
$518K +$30.8M +1,255,480 New
NL
735
NVWM LLC
Pennsylvania
$514K -$333K -13,580 -39%
ECM
736
Element Capital Management
New York
$512K +$241K +9,820 +87%
RA
737
RiverPark Advisors
New York
$510K -$466K -19,000 -48%
ADL
738
Asset Dedication LLC
California
$510K +$505K +20,610 New
PGFC
739
Peapack-Gladstone Financial Corp
New Jersey
$502K -$15.9K -650 -3%
Balyasny Asset Management
740
Balyasny Asset Management
Illinois
$497K -$42.9M -1,751,000 -99%
Lazard Asset Management
741
Lazard Asset Management
New York
$497K -$2.39M -97,520 -83%
MUS
742
Mitsubishi UFJ Securities
Japan
$497K +$275K +11,200 +120%
PCM
743
Parsons Capital Management
Rhode Island
$490K +$1.72K +70 +0.3%
CS
744
Credential Securities
$487K -$282K -11,520 -36%
AWCI
745
Alpine Woods Capital Investors
New York
$485K -$15.8M -645,000 -97%
TAM
746
Taylor Asset Management
Ontario, Canada
$485K -$123K -5,000 -20%
BCM
747
Bluefin Capital Management
New York
$485K +$490K +20,000 New
SC
748
SRB Corp
Massachusetts
$481K +$486K +19,830 New
PCIA
749
Prime Capital Investment Advisors
Kansas
$477K +$482K +19,650 New
FNT
750
First National Trust
Pennsylvania
$475K +$10.5K +430 +2%

AVGO Hedge Fund Activity: Q2 2018 in Review

1,028 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2018, worth a combined $89.2B — up 4.7% from $85.2B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new AVGO positions and 128 closed out — a net gain of 99 holders — while 347 added to existing stakes and 350 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.21B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $645M sold.

  • 1,028 institutional investors held Broadcom (AVGO) as of Q2 2018, up from 939 in Q1 2018.
  • Funds reported $89.2B of Broadcom stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 227 funds opened new Broadcom positions in Q2 2018 and 128 closed out, a net change of +99 holders.
  • The largest Broadcom buyer in Q2 2018 was Capital Research Global Investors, an estimated $1.21B added.
  • The largest Broadcom seller in Q2 2018 was Lone Pine Capital, an estimated $645M sold.

Based on aggregated 13F filings for Q2 2018.