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Broadcom

939 hedge funds and large institutions have $85.2B invested in Broadcom in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 371 increasing their positions, 356 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 356

10% less capital invested

Capital invested by funds: $94.5B → $85.2B (-$9.29B)

12% less funds holding

Funds holding: 1,064939 (-125)

14% less funds holding in top 10

Funds holding in top 10: 7161 (-10)

15% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.28B

18.2% less ownership

Funds ownership: 898.37%880.17% (-18%)

49% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 231

Holders
939
Holders Change
-125
Holders Change %
-11.75%
% of All Funds
21.52%
Holding in Top 10
61
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.08%
% of All Funds
1.4%
New
118
Increased
371
Reduced
356
Closed
231
Calls
$1.09B
Puts
$1.28B
Net Calls
-$191M
Net Calls Change
-$970M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
801
Almanack Investment Partners
Pennsylvania
$170K +$182K +7,230 New
FHA
802
First Horizon Advisors
Tennessee
$162K +$53.4K +2,120 +46%
SWA
803
Sutton Wealth Advisors
Florida
$158K +$755 +30 +0.4%
SNT
804
Security National Trust
West Virginia
$158K -$9.31K -370 -5%
PFSC
805
Peoples Financial Services Corp
Pennsylvania
$154K +$88.1K +3,500 +117%
CIP
806
Convergence Investment Partners
Florida
$153K +$164K +6,500 New
HFM
807
Harvest Fund Management
China
$152K
SWM
808
SeaCrest Wealth Management
New York
$152K +$41.3K +1,640 +34%
PFA
809
Pathway Financial Advisors
Vermont
$144K
PHK
810
Point72 Hong Kong
Hong Kong
$143K +$103K +4,090 +207%
AP
811
Advisors Preferred
Maryland
$142K +$151K +6,010 New
RE
812
RBC Europe
United Kingdom
$137K +$25.2K +1,000 +21%
CBOA
813
Commonwealth Bank of Australia
Australia
$123K +$20.6K +820 +18%
MOS
814
MGO One Seven
Ohio
$116K -$14.9K -590 -11%
ACA
815
Atlas Capital Advisors
Wyoming
$113K +$120K +4,780 New
JT
816
Jump Trading
Illinois
$112K -$366K -14,530 -75%
CCMW
817
Cypress Capital Management (Wyoming)
Wyoming
$112K
AC
818
Avestar Capital
New York
$99K +$19.4K +770 +18%
AF
819
Advisornet Financial
Minnesota
$94K -$25.2K -1,000 -20%
Winslow Capital Management
820
Winslow Capital Management
Minnesota
$93K -$285M -11,314,860 -100%
SSB
821
Sandy Spring Bank
Maryland
$93K
KA
822
Kaizen Advisory
Illinois
$92K
PMFA
823
Plante Moran Financial Advisors
Michigan
$90K +$6.29K +250 +7%
CFA
824
Carroll Financial Associates
North Carolina
$87K
IFAM
825
Institutional & Family Asset Management
Colorado
$82K +$87.1K +3,460 New

AVGO Hedge Fund Activity: Q1 2018 in Review

939 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2018, worth a combined $85.2B — down 9.8% from $94.5B a quarter earlier.

Sellers outnumbered buyers: 231 funds closed out of AVGO and 118 opened new positions — a net loss of 113 holders — while 356 trimmed existing stakes and 371 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.61B. The largest seller was Capital Research Global Investors, cutting an estimated $1.8B.

  • 939 institutional investors held Broadcom (AVGO) as of Q1 2018, down from 1,064 in Q4 2017.
  • Funds reported $85.2B of Broadcom stock for Q1 2018, down 9.8% quarter-over-quarter.
  • 118 funds opened new Broadcom positions in Q1 2018 and 231 closed out, a net change of -113 holders.
  • The largest Broadcom buyer in Q1 2018 was T. Rowe Price Associates, an estimated $1.61B added.
  • The largest Broadcom seller in Q1 2018 was Capital Research Global Investors, an estimated $1.8B sold.

Based on aggregated 13F filings for Q1 2018.