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Broadcom
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Overview Fund Activity

1,025 hedge funds and large institutions have $89B invested in Broadcom in 2018 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 346 increasing their positions, 350 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+87
Holders Change %
+9.28%
% of All Funds
23.5%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.15%
New
225
Increased
346
Reduced
350
Closed
128
Calls
$1.39B
Puts
$1.54B
Net Calls
-$152M
Net Calls Change
+$39.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.02B
3
Capital World Investors
Capital World Investors
California
+$961M
4
FAM
Fred Alger Management
New York
+$463M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$456M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$645M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$520M
3
Citadel Advisors
Citadel Advisors
Florida
-$441M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$422M
5
SIG
Senator Investment Group
New York
-$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
751
Clifford Swan Investment Counsel
California
$461K +$7.52K +310 +2%
SWP
752
Stratos Wealth Partners
Ohio
$461K +$461K +19,000 New
BB
753
Busey Bank
Illinois
$460K +$217K +8,950 +90%
II
754
Inspire Investing
Idaho
$459K +$46.1K +1,900 +11%
BBA
755
Braun-Bostich & Associates
Pennsylvania
$452K -$5.34K -220 -1%
IWM
756
IHT Wealth Management
Illinois
$452K +$74.2K +3,060 +20%
BTW
757
Boston Trust Walden
Massachusetts
$449K +$449K +18,510 New
LWS
758
Lucia Wealth Services
California
$444K -$1.95M -80,520 -81%
USGIU
759
U.S. Global Investors (USGI)
Texas
$442K +$442K +18,200 New
SWMG
760
Signature Wealth Management Group
Georgia
$437K +$30.1K +1,240 +7%
RP
761
Reinhart Partners
Wisconsin
$436K -$26.7K -1,100 -6%
BDF
762
Balasa Dinverno & Foltz
$414K +$26.2K +1,080 +7%
WA
763
Waverly Advisors
Alabama
$413K – – –
WSC
764
Wellington Shields & Co
New York
$412K – – –
TPWA
765
TRUE Private Wealth Advisors
Oregon
$409K +$45.6K +1,880 +13%
IA
766
IFP Advisors
Florida
$404K -$145K -5,980 -26%
RCM
767
RB Capital Management
Nevada
$393K +$63.3K +2,610 +19%
FAM
768
Foresters Asset Management
Ontario, Canada
$383K +$383K +12,000 New
KeyBank National Association
769
KeyBank National Association
Ohio
$378K -$19.6K -810 -5%
CYG
770
Clean Yield Group
Vermont
$378K – – –
BAM
771
Berkshire Asset Management
Pennsylvania
$377K – – –
RCAG
772
Rehmann Capital Advisory Group
Michigan
$375K +$7.04K +290 +2%
LWAC
773
Laurel Wealth Advisors (California)
California
$371K -$378K -15,580 -50%
CAMG
774
CWA Asset Management Group
Florida
$370K +$370K +15,250 New
PFP
775
Pinnacle Financial Partners
Tennessee
$368K +$72.9K +3,000 +25%
29 30
31
32 33