AVGO icon

Broadcom
AVGO

Overview Fund Activity

1,018 hedge funds and large institutions have $88.2B invested in Broadcom in 2018 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 405 increasing their positions, 373 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
23.31%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
1.21%
New
142
Increased
405
Reduced
373
Closed
138
Calls
$1.74B
Puts
$1.74B
Net Calls
+$5.54M
Net Calls Change
+$157M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$5.66B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$890M
3
Morgan Stanley
Morgan Stanley
New York
+$582M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$517M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$508M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.62B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.79B
3
Capital World Investors
Capital World Investors
California
-$1.59B
4
Jennison Associates
Jennison Associates
New York
-$605M
5
Bank of America
Bank of America
North Carolina
-$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
751
Meridian Wealth Management
Kentucky
$433K +$433K +17,550 New
USGIU
752
U.S. Global Investors (USGI)
Texas
$432K -$17.5K -710 -4%
PC
753
Palo Capital
California
$427K +$427K +17,290 New
PCM
754
Parsons Capital Management
Rhode Island
$425K -$73.8K -2,990 -15%
WA
755
Waverly Advisors
Alabama
$420K – – –
WSC
756
Wellington Shields & Co
New York
$419K – – –
BS
757
Boenning & Scattergood
Pennsylvania
$419K +$419K +17,000 New
SPC
758
Sigma Planning Corp
Michigan
$410K -$169K -6,850 -29%
CC
759
Cedar Capital
Illinois
$403K +$403K +16,340 New
RCAG
760
Rehmann Capital Advisory Group
Michigan
$396K +$14.1K +570 +4%
BCM
761
Bluefin Capital Management
New York
$395K -$98.8K -4,000 -20%
HCA
762
Heck Capital Advisors
Wisconsin
$386K +$233K +9,450 +153%
BAM
763
Berkshire Asset Management
Pennsylvania
$383K – – –
TAM
764
Taylor Asset Management
Ontario, Canada
$382K -$111K -4,500 -23%
HCM
765
Hollencrest Capital Management
California
$381K -$3K -100 -0.8%
CAM
766
Carret Asset Management
New York
$377K +$23.7K +960 +7%
LSAG
767
Lake Street Advisors Group
New Hampshire
$376K -$202K -8,200 -35%
CYG
768
Clean Yield Group
Vermont
$376K -$9.14K -370 -2%
TPWA
769
TRUE Private Wealth Advisors
Oregon
$372K -$43.7K -1,770 -10%
SFSIG
770
San Francisco Sentry Investment Group
California
$362K +$14.5K +590 +4%
PSUF
771
People's United Financial
Connecticut
$361K -$416K -16,870 -54%
BFA
772
Beaumont Financial Advisors
Massachusetts
$361K +$79.1K +3,200 +28%
BCM
773
Brookmont Capital Management
Texas
$359K +$359K +14,550 New
IP
774
Intellectus Partners
California
$353K – – –
IWP
775
Icon Wealth Partners
Texas
$353K +$1.23K +50 +0.4%
29 30
31
32 33