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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
LWAC
776
Laurel Wealth Advisors (California)
California
$371K -$382K -15,580 -50%
CAMG
777
CWA Asset Management Group
Florida
$370K +$374K +15,250 New
PFPT
778
Pinnacle Financial Partners (Tennessee)
Tennessee
$368K +$73.6K +3,000 +25%
MC
779
Marcus Capital
Illinois
$364K +$153K +6,250 +71%
BCM
780
Boltwood Capital Management
California
$362K +$367K +14,960 New
AC
781
Addison Capital
Pennsylvania
$358K
BFM
782
Boothbay Fund Management
New York
$354K +$54.4K +2,220 +18%
CIM
783
Confluence Investment Management
Missouri
$353K +$357K +14,550 New
GHAM
784
Gilman Hill Asset Management
Connecticut
$352K +$356K +14,520 New
CAM
785
Carret Asset Management
New York
$348K
IP
786
Intellectus Partners
California
$347K +$351K +14,310 New
IWP
787
Icon Wealth Partners
Texas
$346K +$490 +20 +0.1%
SFSIG
788
San Francisco Sentry Investment Group
California
$342K -$8.58K -350 -2%
WPA
789
West Paces Advisors
Georgia
$340K +$148K +6,020 +75%
PCG
790
Private Capital Group
Connecticut
$338K -$45.4K -1,850 -12%
AR
791
Advisory Research
Illinois
$335K -$34.6K -1,410 -9%
AWM
792
Avior Wealth Management
Nebraska
$332K -$4.41K -180 -1%
BTNA
793
Bremer Trust National Association
Minnesota
$331K -$546K -22,270 -62%
TAM
794
Trust Asset Management
Texas
$330K +$333K +13,580 New
EAM
795
Eagle Asset Management
Florida
$328K -$2.59M -105,570 -89%
LOAMS
796
Lombard Odier Asset Management (Switzerland)
Switzerland
$324K
DC
797
DeDora Capital
California
$323K -$369K -15,060 -53%
LP
798
LMR Partners
United Kingdom
$322K -$899K -36,660 -73%
HIM
799
Hillsdale Investment Management
Ontario, Canada
$315K
ST
800
Smithfield Trust
Pennsylvania
$315K +$2.94K +120 +0.9%

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.