AVGO icon

Broadcom
AVGO

Overview Fund Activity

925 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 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+69
Holders Change %
+8.06%
% of All Funds
23.1%
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
55
Calls
$1.82B
Puts
$1.4B
Net Calls
+$414M
Net Calls Change
+$419M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$511M
2
Ameriprise
Ameriprise
Minnesota
$2.03B
3
Jennison Associates
Jennison Associates
New York
$1.25B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$439M
5
WRF
Waddell & Reed Financial
Kansas
$215M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$10.1B
2
Capital Research Global Investors
Capital Research Global Investors
California
$6.91B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.14B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.85B
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
751
Intact Investment Management
Quebec, Canada
$326K +$326K +14,000 New
ADL
752
Asset Dedication LLC
California
$320K – – –
CBA
753
Coastal Bridge Advisors
Connecticut
$318K +$318K +13,630 New
CAN
754
Cetera Advisor Networks
California
$317K -$25.9K -1,100 -8%
IP
755
Investment Partners
Ohio
$315K +$233 +10 +0.1%
ISL
756
Ingalls & Snyder LLC
New York
$310K +$24.5K +1,050 +9%
CWM
757
Cornerstone Wealth Management
Missouri
$309K +$32.7K +1,350 +12%
EGA
758
E&G Advisors
Texas
$303K – – –
HSA
759
HBK Sorce Advisory
Pennsylvania
$298K +$1.87K +80 +0.6%
MFW
760
Mosaic Family Wealth
Missouri
$293K -$1.63K -70 -0.6%
HCM
761
Hollencrest Capital Management
California
$290K – – –
WA
762
WBH Advisory
Maryland
$290K – – –
BP
763
Ballentine Partners
Massachusetts
$289K +$46.2K +1,860 +19%
IAA
764
Independent Advisor Alliance
North Carolina
$288K -$28.8K -1,190 -9%
BTNA
765
Bremer Trust National Association
Minnesota
$287K -$97.1K -4,170 -25%
CCA
766
Catalyst Capital Advisors
New York
$280K – – –
RCAG
767
Rehmann Capital Advisory Group
Michigan
$280K +$57.1K +2,450 +26%
HIM
768
Hillsdale Investment Management
Ontario, Canada
$280K +$203K +8,700 +264%
ZIM
769
Zacks Investment Management
Illinois
$277K +$33.4K +1,430 +14%
QCG
770
Quadrant Capital Group
Ohio
$274K -$408 -20 -0.1%
KIA
771
KCM Investment Advisors
California
$273K -$16.3K -700 -6%
ATC
772
Argent Trust Co
Tennessee
$273K +$273K +11,690 New
NL
773
NWAM LLC
Washington
$272K +$15.4K +660 +6%
SAM
774
Silvercrest Asset Management
New York
$270K +$23.8K +1,020 +10%
FNBT
775
FineMark National Bank & Trust
Florida
$269K +$26.3K +1,130 +11%
29 30
31
32 33