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Broadcom

1,064 hedge funds and large institutions have $94.5B invested in Broadcom in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 384 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 67

50% more call options, than puts

Call options by funds: $2.34B | Put options by funds: $1.56B

10% more funds holding

Funds holding: 9631,064 (+101)

6% more capital invested

Capital invested by funds: $88.8B → $94.5B (+$5.64B)

3% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 384

0.32% more ownership

Funds ownership: 898.05%898.37% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

Holders
1,064
Holders Change
+101
Holders Change %
+10.49%
% of All Funds
24.13%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.61%
New
177
Increased
394
Reduced
384
Closed
67
Calls
$2.34B
Puts
$1.56B
Net Calls
+$779M
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
GW
801
GW & Wade
Massachusetts
$428K -$81.1K -3,120 -16%
SIC
802
Sigma Investment Counselors
Michigan
$421K -$50.7K -1,950 -11%
LNC
803
Lincoln National Corp
Pennsylvania
$421K +$426K +16,370 New
AAP
804
Aristotle Atlantic Partners
Florida
$419K +$424K +16,300 New
AssetMark Inc
805
AssetMark Inc
California
$418K +$36.7K +1,410 +9%
CCM
806
Cadence Capital Management
Massachusetts
$416K
BRC
807
Bell Rock Capital
Delaware
$414K -$571K -21,960 -58%
TIAAOA
808
Teachers Insurance & Annuity Association of America
New York
$410K +$415K +15,980 New
PFPT
809
Pinnacle Financial Partners (Tennessee)
Tennessee
$409K +$86K +3,310 +26%
SWMG
810
Signature Wealth Management Group
Georgia
$409K +$414K +15,910 New
BDF
811
Balasa Dinverno & Foltz
$405K -$10.4K -400 -2%
IWM
812
IHT Wealth Management
Illinois
$395K +$55.4K +2,130 +17%
BAM
813
Berkshire Asset Management
Pennsylvania
$394K -$23.4K -900 -6%
Capstone Investment Advisors
814
Capstone Investment Advisors
New York
$386K -$312K -12,000 -44%
LWAC
815
Laurel Wealth Advisors (California)
California
$385K -$80.6K -3,100 -17%
IWP
816
Icon Wealth Partners
Texas
$385K +$390K +15,000 New
RCAG
817
Rehmann Capital Advisory Group
Michigan
$383K +$50.2K +1,930 +15%
BBA
818
Braun-Bostich & Associates
Pennsylvania
$382K +$386K +14,860 New
TPWA
819
TRUE Private Wealth Advisors
Oregon
$376K +$9.88K +380 +3%
DY
820
Dowling & Yahnke
California
$373K
CAN
821
Cetera Advisor Networks
California
$369K -$27K -1,040 -7%
ST
822
Smithfield Trust
Pennsylvania
$369K +$34.8K +1,340 +10%
MA
823
MUFG Americas
New York
$361K +$298K +11,450 +440%
HIM
824
Hillsdale Investment Management
Ontario, Canada
$360K -$26K -1,000 -7%
ACM
825
AUA Capital Management
Pennsylvania
$360K

AVGO Hedge Fund Activity: Q4 2017 in Review

1,064 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2017, worth a combined $94.5B — up 6.3% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new AVGO positions and 67 closed out — a net gain of 110 holders — while 394 added to existing stakes and 384 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.29B. The largest seller was Lone Pine Capital, cutting an estimated $683M.

  • 1,064 institutional investors held Broadcom (AVGO) as of Q4 2017, up from 963 in Q3 2017.
  • Funds reported $94.5B of Broadcom stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 177 funds opened new Broadcom positions in Q4 2017 and 67 closed out, a net change of +110 holders.
  • The largest Broadcom buyer in Q4 2017 was T. Rowe Price Associates, an estimated $1.29B added.
  • The largest Broadcom seller in Q4 2017 was Lone Pine Capital, an estimated $683M sold.

Based on aggregated 13F filings for Q4 2017.