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Broadcom
AVGO

Overview Fund Activity

925 hedge funds and large institutions have $86.1B invested in Broadcom in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 360 increasing their positions, 340 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+69
Holders Change %
+8.06%
% of All Funds
23.1%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.67%
New
131
Increased
360
Reduced
340
Closed
55
Calls
$1.82B
Puts
$1.4B
Net Calls
+$414M
Net Calls Change
+$419M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$511M
2
Ameriprise
Ameriprise
Minnesota
$2.03B
3
Jennison Associates
Jennison Associates
New York
$1.25B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$439M
5
WRF
Waddell & Reed Financial
Kansas
$215M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$10.1B
2
Capital Research Global Investors
Capital Research Global Investors
California
$6.91B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.14B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.85B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
801
Proficio Capital Partners
Massachusetts
$221K -$22.3K -880 -9%
AA
802
ALPS Advisors
Colorado
$221K +$221K +9,470 New
BWP
803
Baldwin Wealth Partners
Massachusetts
$217K – – –
PA
804
Parallel Advisors
California
$216K +$43.3K +1,760 +25%
IWA
805
Intercontinental Wealth Advisors
Texas
$215K +$215K +9,220 New
CAM
806
Carret Asset Management
New York
$212K +$212K +9,100 New
GLI
807
Guardian Life Insurance
New York
$211K -$149K -6,420 -41%
MCM
808
Manchester Capital Management
Vermont
$210K – – –
NI
809
Numeric Investors
Massachusetts
$207K +$207K +8,900 New
NFA
810
Nuveen Fund Advisors
Illinois
$206K +$206K +8,830 New
CEP
811
Chicago Equity Partners
Illinois
$205K +$205K +8,800 New
AA
812
Apriem Advisors
California
$201K -$111K -4,760 -36%
CPA
813
Capital Planning Advisors
California
$200K +$200K +8,590 New
SFSIG
814
San Francisco Sentry Investment Group
California
$198K +$198K +8,530 New
KTC
815
Kistler-Tiffany Companies
Pennsylvania
$194K +$33.6K +1,440 +21%
IIC
816
Integrated Investment Consultants
Michigan
$185K +$146K +6,250 +374%
CLOS
817
Compagnie Lombard Odier SCmA
Switzerland
$181K +$17.5K +750 +11%
SNT
818
Security National Trust
West Virginia
$165K – – –
SWA
819
Sutton Wealth Advisors
Florida
$157K +$25.2K +1,080 +19%
WB
820
Webster Bank
Connecticut
$156K -$41.9K -1,800 -21%
BL
821
Balentine LLC
Georgia
$148K +$26.6K +1,140 +22%
CWM
822
Catamount Wealth Management
Connecticut
$140K +$140K +6,000 New
VWA
823
V Wealth Advisors
Kansas
$137K -$83.1K -3,550 -38%
TRCT
824
Tower Research Capital (TRC)
New York
$134K +$111K +4,730 +473%
DSN
825
D. Scott Neal
Kentucky
$127K +$127K +5,470 New
31 32
33
34 35