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Broadcom

858 hedge funds and large institutions have $81.1B invested in Broadcom in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 310 increasing their positions, 345 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 85

25% more capital invested

Capital invested by funds: $64.6B → $81.1B (+$16.5B)

6.28% more ownership

Funds ownership: 916.54%922.83% (+6.3%)

5% more funds holding in top 10

Funds holding in top 10: 6366 (+3)

2% more funds holding

Funds holding: 840858 (+18)

1% less call options, than puts

Call options by funds: $765M | Put options by funds: $770M

10% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 345

Holders
858
Holders Change
+18
Holders Change %
+2.14%
% of All Funds
21.36%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
1.64%
New
118
Increased
310
Reduced
345
Closed
85
Calls
$765M
Puts
$770M
Net Calls
-$5.17M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
SNT
751
Security National Trust
West Virginia
$155K
CLOS
752
Compagnie Lombard Odier SCmA
Switzerland
$154K -$134K -6,500 -48%
KTC
753
Kistler-Tiffany Companies
Pennsylvania
$151K +$28.4K +1,380 +25%
WTB
754
Washington Trust Bank
Washington
$150K -$50K -2,430 -26%
CM
755
Castleark Management
Illinois
$136K
FPS
756
Fieldpoint Private Securities
Connecticut
$134K +$126K +6,120 New
KF
757
Krilogy Financial
Missouri
$124K
SWA
758
Sutton Wealth Advisors
Florida
$124K +$412 +20 +0.4%
EWM
759
Evercore Wealth Management
New York
$123K +$1.65K +80 +1%
ACS
760
Archford Capital Strategies
Illinois
$118K +$34.6K +1,680 +45%
SSB
761
Sandy Spring Bank
Maryland
$116K
WPA
762
West Paces Advisors
Georgia
$114K
FHA
763
First Horizon Advisors
Tennessee
$114K -$22.9K -1,110 -18%
BL
764
Balentine LLC
Georgia
$114K -$1.65K -80 -2%
CAG
765
Crestwood Advisors Group
Massachusetts
$114K +$104K +5,050 New
CCMW
766
Cypress Capital Management (Wyoming)
Wyoming
$112K
SIM
767
Sonora Investment Management
Arizona
$109K +$103K +5,000 New
DBT
768
Dubuque Bank & Trust
Iowa
$109K
WIM
769
Westside Investment Management
California
$109K
AWM
770
AllSquare Wealth Management
New York
$106K +$27.4K +1,330 +38%
FMA
771
FNY Managed Accounts
New York
$100K +$94.5K +4,590 New
PMFA
772
Plante Moran Financial Advisors
Michigan
$89K -$2.06K -100 -2%
AIM
773
Advantage Investment Management
Iowa
$88K -$10.3K -500 -11%
DSC
774
Duncker Streett & Co
Missouri
$88K
LWM
775
LBA Wealth Management
Florida
$86K +$24.7K +1,200 +44%