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Broadcom

1,028 hedge funds and large institutions have $89.2B invested in Broadcom in 2018 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 347 increasing their positions, 350 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 128

9% more funds holding

Funds holding: 9391,028 (+89)

5% more capital invested

Capital invested by funds: $85.2B → $89.2B (+$4.01B)

1% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 350

10% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.54B

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

26.22% less ownership

Funds ownership: 880.17%853.95% (-26%)

Holders
1,028
Holders Change
+89
Holders Change %
+9.48%
% of All Funds
23.53%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.14%
New
227
Increased
347
Reduced
350
Closed
128
Calls
$1.39B
Puts
$1.54B
Net Calls
-$152M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
751
First Western Capital Management
California
$475K +$18.6K +760 +4%
Holocene Advisors
752
Holocene Advisors
New York
$468K +$473K +19,280 New
CAAS
753
Capital Asset Advisory Services
Michigan
$467K -$61.3K -2,500 -11%
CSIC
754
Clifford Swan Investment Counsel
California
$461K +$7.6K +310 +2%
SWP
755
Stratos Wealth Partners
Ohio
$461K +$466K +19,000 New
BB
756
Busey Bank
Illinois
$460K +$219K +8,950 +90%
II
757
Inspire Investing
Idaho
$459K +$46.6K +1,900 +11%
BBA
758
Braun-Bostich & Associates
Pennsylvania
$452K -$5.39K -220 -1%
IWM
759
IHT Wealth Management
Illinois
$452K +$75K +3,060 +20%
BTW
760
Boston Trust Walden
Massachusetts
$449K +$454K +18,510 New
LWS
761
Lucia Wealth Services
California
$444K -$1.97M -80,520 -81%
USGIU
762
U.S. Global Investors (USGI)
Texas
$442K +$446K +18,200 New
SWMG
763
Signature Wealth Management Group
Georgia
$437K +$30.4K +1,240 +7%
RP
764
Reinhart Partners
Wisconsin
$436K -$27K -1,100 -6%
BDF
765
Balasa Dinverno & Foltz
$414K +$26.5K +1,080 +7%
WA
766
Waverly Advisors
Alabama
$413K
WSC
767
Wellington Shields & Co
New York
$412K
TPWA
768
TRUE Private Wealth Advisors
Oregon
$409K +$46.1K +1,880 +13%
IA
769
IFP Advisors
Florida
$404K -$147K -5,980 -26%
RCM
770
RB Capital Management
Nevada
$393K +$64K +2,610 +19%
FAM
771
Foresters Asset Management
Ontario, Canada
$383K +$294K +12,000 New
KeyBank National Association
772
KeyBank National Association
Ohio
$378K -$19.9K -810 -5%
CYG
773
Clean Yield Group
Vermont
$378K
BAM
774
Berkshire Asset Management
Pennsylvania
$377K
RCAG
775
Rehmann Capital Advisory Group
Michigan
$375K +$7.11K +290 +2%

AVGO Hedge Fund Activity: Q2 2018 in Review

1,028 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2018, worth a combined $89.2B — up 4.7% from $85.2B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new AVGO positions and 128 closed out — a net gain of 99 holders — while 347 added to existing stakes and 350 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.21B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $645M sold.

  • 1,028 institutional investors held Broadcom (AVGO) as of Q2 2018, up from 939 in Q1 2018.
  • Funds reported $89.2B of Broadcom stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 227 funds opened new Broadcom positions in Q2 2018 and 128 closed out, a net change of +99 holders.
  • The largest Broadcom buyer in Q2 2018 was Capital Research Global Investors, an estimated $1.21B added.
  • The largest Broadcom seller in Q2 2018 was Lone Pine Capital, an estimated $645M sold.

Based on aggregated 13F filings for Q2 2018.