We are live on ! Find out more
AVGO icon

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
PGFC
751
Peapack-Gladstone Financial Corp
New Jersey
$602K +$48.1K +1,850 +9%
TSWM
752
Triangle Securities Wealth Management
North Carolina
$601K -$2.6K -100 -0.4%
DC
753
Davenport & Co
Virginia
$601K
LSAG
754
Lake Street Advisors Group
New Hampshire
$589K +$596K +22,920 New
GI
755
GAMCO Investors
Connecticut
$579K -$18.2K -700 -3%
ADL
756
Asset Dedication LLC
California
$565K +$222K +8,540 +63%
FWCM
757
First Western Capital Management
California
$561K
PCM
758
Parsons Capital Management
Rhode Island
$549K +$133K +5,130 +32%
IA
759
IFG Advisory
Georgia
$542K +$549K +21,110 New
SBIA
760
Sheaff Brock Investment Advisors
Indiana
$541K -$42.1K -1,620 -7%
FANJ
761
Financial Architects (New Jersey)
New Jersey
$534K +$307K +11,820 +131%
RP
762
Reinhart Partners
Wisconsin
$533K -$7.8K -300 -1%
PCM
763
Prelude Capital Management
New York
$530K -$263K -10,130 -33%
IA
764
IFP Advisors
Florida
$530K -$84.7K -3,260 -14%
LC
765
Lourd Capital
California
$527K +$171K +6,580 +47%
BAC
766
Boys Arnold & Co
North Carolina
$526K
HAI
767
Hennessy Advisors Inc
California
$524K +$530K +20,400 New
Mariner
768
Mariner
Kansas
$517K +$250K +9,610 +91%
CAAS
769
Capital Asset Advisory Services
Michigan
$515K -$28.6K -1,100 -5%
NJBEST
770
New Jersey Better Educational Savings Trust
New Jersey
$514K +$52K +2,000 +11%
CYG
771
Clean Yield Group
Vermont
$510K
CAMG
772
CWA Asset Management Group
Florida
$505K +$260K +10,000 +103%
EGA
773
E&G Advisors
Texas
$501K +$507K +19,500 New
Fiera Capital (Canada)
774
Fiera Capital (Canada)
Quebec, Canada
$500K -$10M -384,830 -95%
JT
775
Jump Trading
Illinois
$495K -$56.7K -2,180 -10%

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.