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Broadcom
AVGO

Overview Fund Activity

962 hedge funds and large institutions have $88.8B invested in Broadcom in 2017 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 410 increasing their positions, 329 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+37
Holders Change %
+4%
% of All Funds
24.02%
Holding in Top 10
71
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.97%
% of All Funds
1.77%
New
99
Increased
410
Reduced
329
Closed
51
Calls
$2.82B
Puts
$1.74B
Net Calls
+$1.08B
Net Calls Change
+$662M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$367M
2
ECU
Egerton Capital (UK)
United Kingdom
+$192M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$189M
4
UBS Group
UBS Group
Switzerland
+$167M
5
Bank of America
Bank of America
North Carolina
+$159M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$725M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$419M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$382M
4
Citadel Advisors
Citadel Advisors
Florida
-$313M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
801
Intercontinental Wealth Advisors
Texas
$269K +$45.4K +1,870 +20%
BFA
802
Beaumont Financial Advisors
Massachusetts
$268K – – –
ST
803
Spot Trading
Illinois
$265K -$3.37M -138,730 -93%
LOAMS
804
Lombard Odier Asset Management (Switzerland)
Switzerland
$261K – – –
CAM
805
Carret Asset Management
New York
$261K +$40.3K +1,660 +18%
FMBTD
806
First Midwest Bank Trust Division
Illinois
$260K -$757K -31,200 -74%
Mariner
807
Mariner
Kansas
$255K +$255K +10,510 New
JFGLC
808
Johnson Financial Group LLC (Colorado)
Colorado
$253K -$9.2K -380 -4%
Verition Fund Management
809
Verition Fund Management
Connecticut
$251K -$652K -26,900 -72%
FIAS
810
FinTrust Investment Advisory Services
South Carolina
$250K +$250K +10,300 New
LW
811
Linscomb Wealth
Texas
$248K +$248K +10,220 New
AA
812
Apriem Advisors
California
$246K +$36.4K +1,500 +17%
CCB
813
Cutter & Co Brokerage
Missouri
$243K – – –
NA
814
NewEdge Advisors
Louisiana
$243K +$156K +6,320 +179%
Kovitz Investment Group Partners
815
Kovitz Investment Group Partners
Illinois
$243K +$243K +10,000 New
HIC
816
Holderness Investments Company
North Carolina
$240K – – –
PCP
817
Proficio Capital Partners
Massachusetts
$239K +$28.1K +1,160 +13%
FWM
818
Frontier Wealth Management
Missouri
$236K +$236K +9,740 New
CAMG
819
CWA Asset Management Group
Florida
$235K -$231K -9,500 -50%
BL
820
BFSG LLC
California
$230K +$230K +9,490 New
BWP
821
Baldwin Wealth Partners
Massachusetts
$229K +$4.12K +170 +2%
PA
822
Parallel Advisors
California
$227K -$5.3K -200 -2%
PAS
823
Park Avenue Securities
New York
$227K +$227K +9,440 New
GLI
824
Guardian Life Insurance
New York
$224K +$4.12K +170 +2%
FPS
825
Fieldpoint Private Securities
Connecticut
$224K +$224K +9,240 New
31 32
33
34 35