We are live on ! Find out more
AVGO icon

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
LNB
801
Ledyard National Bank
$32K +$20.6K +1,000 +227%
MPWT
802
MassMutual Private Wealth & Trust
Connecticut
$31.1K +$7.62K +370 +35%
OFS
803
Orrstown Financial Services
Pennsylvania
$31K +$29.2K +1,420 New
TFO
804
Tarbox Family Office
California
$28K
GAM
805
Gemmer Asset Management
California
$26K
EA
806
Edge Advisors
Georgia
$26K +$20.6K +1,000 +526%
CPA
807
Clear Perspective Advisors
Illinois
$24K
BIG
808
Bellwether Investment Group
Tennessee
$23K -$30.3K -1,470 -58%
CCM
809
Cribstone Capital Management
Maine
$22K
PA
810
Perennial Advisors
New York
$22K
TC
811
Trust Company
Kansas
$22K
TRCT
812
Tower Research Capital (TRC)
New York
$22K +$10.1K +490 +96%
PFO
813
Pathstone Family Office
New Jersey
$22K +$20.2K +980 New
FFC
814
First Financial Corp
Indiana
$22K +$20.6K +1,000 New
PCA
815
Peddock Capital Advisors
Massachusetts
$22K +$20.6K +1,000 New
FIB
816
First Interstate Bank
Montana
$21K -$1.24K -60 -6%
BWM
817
Baystate Wealth Management
Massachusetts
$21K -$412 -20 -2%
TWA
818
TCI Wealth Advisors
Arizona
$21K
BTIS
819
BB&T Investment Services
North Carolina
$19K +$11.9K +580 +112%
ZB
820
Zions Bancorporation
Utah
$18K -$57K -2,770 -77%
OFW
821
Omnia Family Wealth
Florida
$17K
JCM
822
Jacobi Capital Management
Pennsylvania
$17K +$6.8K +330 +75%
GBBWRPM
823
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K +$15.4K +750 New
AC
824
Alexandria Capital
Virginia
$16K
LWA
825
Lowe Wealth Advisors
Maryland
$16K