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Broadcom

858 hedge funds and large institutions have $81.1B invested in Broadcom in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 310 increasing their positions, 345 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 85

25% more capital invested

Capital invested by funds: $64.6B → $81.1B (+$16.5B)

6.28% more ownership

Funds ownership: 916.54%922.83% (+6.3%)

5% more funds holding in top 10

Funds holding in top 10: 6366 (+3)

2% more funds holding

Funds holding: 840858 (+18)

1% less call options, than puts

Call options by funds: $765M | Put options by funds: $770M

10% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 345

Holders
858
Holders Change
+18
Holders Change %
+2.14%
% of All Funds
21.36%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
1.64%
New
118
Increased
310
Reduced
345
Closed
85
Calls
$765M
Puts
$770M
Net Calls
-$5.17M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
776
Reilly Financial Advisors
California
$83K
BBHC
777
Brown Brothers Harriman & Co
New York
$78K +$73.1K +3,550 New
HIM
778
Hillsdale Investment Management
Ontario, Canada
$72K -$309K -15,000 -82%
OHS
779
Odey Holdings (Switzerland)
Switzerland
$72K -$14.8K -720 -18%
MUS
780
Mitsubishi UFJ Securities
Japan
$72K +$53.5K +2,600 +371%
CAW
781
Cornerstone Advisors (Washington)
Washington
$68K -$1.03K -50 -2%
MA
782
MUFG Americas
New York
$66K
FCMT
783
Founders Capital Management (Texas)
Texas
$66K +$61.8K +3,000 New
SFG
784
SevenBridge Financial Group
Pennsylvania
$65K
IUHSA
785
Itau Unibanco Holding S.A.
Brazil
$61K +$57.7K +2,800 New
CFA
786
Carroll Financial Associates
North Carolina
$57K +$26.8K +1,300 +98%
WA
787
WFG Advisors
Texas
$55K -$72.1K -3,500 -58%
PCTC
788
Perkins Coie Trust Company
Washington
$52K
PG
789
Patten Group
Tennessee
$52K +$4.12K +200 +9%
CFD
790
Creative Financial Designs
Indiana
$48K
JFGIW
791
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K +$42.4K +2,060 New
WOC
792
West Oak Capital
California
$43.8K -$14.6K -710 -26%
CB
793
Community Bank
New York
$41K -$28.8K -1,400 -43%
Carson Wealth (CWM LLC)
794
Carson Wealth (CWM LLC)
Nebraska
$37K -$74.3K -3,610 -68%
IIC
795
Integrated Investment Consultants
Michigan
$37K
EFSCE
796
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$8.24K +400 +31%
HIIFS
797
Harel Insurance Investments & Financial Services
Israel
$35K +$5.97K +290 +22%
GWS
798
Glassman Wealth Services
Virginia
$34K -$9.27K -450 -23%
SA
799
SpiderRock Advisors
Delaware
$34K
TDC
800
Thompson Davis & Co
Virginia
$33K +$7.41K +360 +31%