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Broadcom

939 hedge funds and large institutions have $85.2B invested in Broadcom in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 371 increasing their positions, 356 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 356

10% less capital invested

Capital invested by funds: $94.5B → $85.2B (-$9.29B)

12% less funds holding

Funds holding: 1,064939 (-125)

14% less funds holding in top 10

Funds holding in top 10: 7161 (-10)

15% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.28B

18.2% less ownership

Funds ownership: 898.37%880.17% (-18%)

49% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 231

Holders
939
Holders Change
-125
Holders Change %
-11.75%
% of All Funds
21.52%
Holding in Top 10
61
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.08%
% of All Funds
1.4%
New
118
Increased
371
Reduced
356
Closed
231
Calls
$1.09B
Puts
$1.28B
Net Calls
-$191M
Net Calls Change
-$970M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
751
Beaumont Financial Advisors
Massachusetts
$269K +$4.28K +170 +2%
NFG
752
Next Financial Group
Texas
$267K +$9.06K +360 +3%
ECM
753
Element Capital Management
New York
$266K +$284K +11,300 New
BP
754
Ballentine Partners
Massachusetts
$265K -$7.55K -300 -3%
PAS
755
Park Avenue Securities
New York
$264K +$292K +11,600 New
SIM
756
SSI Investment Management
California
$256K +$275K +10,920 New
PCA
757
Personal Capital Advisors
California
$254K +$51.1K +2,030 +23%
KTC
758
Kistler-Tiffany Companies
Pennsylvania
$245K
AssetMark Inc
759
AssetMark Inc
California
$244K -$149K -5,900 -36%
FPS
760
Fieldpoint Private Securities
Connecticut
$240K +$24.2K +960 +10%
FCAG
761
First Capital Advisors Group
New Jersey
$239K -$74.3K -2,950 -23%
TCM
762
Traynor Capital Management
Pennsylvania
$238K -$70K -2,780 -22%
SCP
763
Syntal Capital Partners
Texas
$235K -$1.25M -49,740 -83%
BB
764
Busey Bank
Illinois
$235K +$252K +10,000 New
ONB
765
Old National Bancorp
Indiana
$233K -$208K -8,250 -46%
FWM
766
Frontier Wealth Management
Missouri
$233K +$33K +1,310 +15%
AWM
767
AE Wealth Management
Kansas
$228K -$252 -10 -0.1%
HIC
768
Holderness Investments Company
North Carolina
$222K -$12.6K -500 -5%
CG
769
Caprock Group
Idaho
$221K -$7.3K -290 -3%
CBU
770
CIBC Bank USA
Illinois
$221K -$2.52K -100 -1%
TA
771
Tiedemann Advisors
New York
$221K +$236K +9,360 New
GLI
772
Guardian Life Insurance
New York
$220K -$95.9K -3,810 -29%
MCM
773
Manchester Capital Management
Vermont
$220K +$7.55K +300 +3%
MUS
774
Mitsubishi UFJ Securities
Japan
$219K +$32.7K +1,300 +16%
BFO
775
Biltmore Family Office
North Carolina
$218K

AVGO Hedge Fund Activity: Q1 2018 in Review

939 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2018, worth a combined $85.2B — down 9.8% from $94.5B a quarter earlier.

Sellers outnumbered buyers: 231 funds closed out of AVGO and 118 opened new positions — a net loss of 113 holders — while 356 trimmed existing stakes and 371 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.61B. The largest seller was Capital Research Global Investors, cutting an estimated $1.8B.

  • 939 institutional investors held Broadcom (AVGO) as of Q1 2018, down from 1,064 in Q4 2017.
  • Funds reported $85.2B of Broadcom stock for Q1 2018, down 9.8% quarter-over-quarter.
  • 118 funds opened new Broadcom positions in Q1 2018 and 231 closed out, a net change of -113 holders.
  • The largest Broadcom buyer in Q1 2018 was T. Rowe Price Associates, an estimated $1.61B added.
  • The largest Broadcom seller in Q1 2018 was Capital Research Global Investors, an estimated $1.8B sold.

Based on aggregated 13F filings for Q1 2018.