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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
WIM
776
Westside Investment Management
California
$216K +$103K +4,100 +76%
CPH
777
C Partners Holding
Switzerland
$212K -$24.7K -980 -10%
IWA
778
Intercontinental Wealth Advisors
Texas
$211K
SC
779
Savant Capital
Illinois
$211K +$225K +8,940 New
PCP
780
Proficio Capital Partners
Massachusetts
$210K -$252 -10 -0.1%
BWP
781
Baldwin Wealth Partners
Massachusetts
$209K -$15.1K -600 -6%
CWM
782
Chesapeake Wealth Management
Virginia
$209K +$224K +8,890 New
CWM
783
Circle Wealth Management
New Jersey
$207K +$20.1K +800 +10%
MC
784
Marcus Capital
Illinois
$206K +$220K +8,750 New
EF
785
Empirical Finance
Pennsylvania
$204K +$170K +6,770 New
SL
786
Signition LP
New York
$204K +$218K +8,640 New
DCM
787
Donaldson Capital Management
Indiana
$203K +$217K +8,630 New
SAM
788
Silvercrest Asset Management
New York
$202K -$2.27K -90 -1%
WB
789
Webster Bank
Connecticut
$198K -$37.8K -1,500 -15%
IIC
790
Integrated Investment Consultants
Michigan
$198K +$212K +8,420 New
PA
791
Parallel Advisors
California
$197K -$13.6K -540 -6%
HCM
792
Highlander Capital Management
New Jersey
$196K +$214K +8,500 New
BRC
793
Bell Rock Capital
Delaware
$193K -$200K -7,950 -49%
WPA
794
West Paces Advisors
Georgia
$188K +$110K +4,380 +122%
Qube Research & Technologies (QRT)
795
Qube Research & Technologies (QRT)
United Kingdom
$188K +$201K +7,990 New
PGA
796
Premia Global Advisors
Florida
$181K
IBOK
797
Independence Bank of Kentucky
Kentucky
$180K +$8.56K +340 +5%
C
798
Cerebellum
California
$177K +$86.1K +3,420 +84%
BAM
799
Barrett Asset Management
New York
$173K +$39.3K +1,560 +27%
MPPLM
800
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$171K -$36.3K -1,440 -17%

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.