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Broadcom

1,028 hedge funds and large institutions have $89.2B invested in Broadcom in 2018 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 347 increasing their positions, 350 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 128

9% more funds holding

Funds holding: 9391,028 (+89)

5% more capital invested

Capital invested by funds: $85.2B → $89.2B (+$4.01B)

1% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 350

10% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.54B

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

26.22% less ownership

Funds ownership: 880.17%853.95% (-26%)

Holders
1,028
Holders Change
+89
Holders Change %
+9.48%
% of All Funds
23.53%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.14%
New
227
Increased
347
Reduced
350
Closed
128
Calls
$1.39B
Puts
$1.54B
Net Calls
-$152M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
801
Peoples Financial Services Corp
Pennsylvania
$315K +$159K +6,500 +100%
BSW
802
Buckingham Strategic Wealth
Missouri
$314K -$57.1K -2,330 -15%
QCG
803
Quadrant Capital Group
Ohio
$313K -$2.7K -110 -0.8%
BKA
804
Brick & Kyle Associates
Pennsylvania
$312K
PFS
805
Prospera Financial Services
Texas
$311K +$311K +12,700 New
HCM
806
Hollencrest Capital Management
California
$310K
DWT
807
Dorsey & Whitney Trust
South Dakota
$309K -$104K -4,230 -25%
CBA
808
Coastal Bridge Advisors
Connecticut
$309K
OA
809
Oxbow Advisors
Texas
$308K
WA
810
WBH Advisory
Maryland
$307K
PNC
811
Park National Corp
Ohio
$306K -$58.8K -2,400 -16%
BCM
812
Bienville Capital Management
New York
$303K +$18.1K +740 +6%
BCM
813
Breiter Capital Management
Florida
$303K +$306K +12,500 New
Fisher Asset Management
814
Fisher Asset Management
Washington
$300K -$13.5K -550 -4%
ONB
815
Old National Bancorp
Indiana
$295K +$56.4K +2,300 +23%
FCAG
816
First Capital Advisors Group
New Jersey
$292K +$46.8K +1,910 +19%
DWM
817
Dakota Wealth Management
Florida
$292K +$295K +12,050 New
CCA
818
Catalyst Capital Advisors
New York
$291K
KJHP
819
K.J. Harrison & Partners
Ontario, Canada
$291K
WIM
820
Westside Investment Management
California
$291K +$73.6K +3,000 +32%
SIC
821
Sigma Investment Counselors
Michigan
$286K -$114K -4,650 -28%
OCG
822
Opus Capital Group
Ohio
$286K +$289K +11,800 New
NL
823
NWAM LLC
Washington
$282K +$285K +11,640 New
BFA
824
Beaumont Financial Advisors
Massachusetts
$277K
CL
825
Choreo LLC
Illinois
$276K +$279K +11,390 New

AVGO Hedge Fund Activity: Q2 2018 in Review

1,028 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2018, worth a combined $89.2B — up 4.7% from $85.2B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new AVGO positions and 128 closed out — a net gain of 99 holders — while 347 added to existing stakes and 350 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.21B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $645M sold.

  • 1,028 institutional investors held Broadcom (AVGO) as of Q2 2018, up from 939 in Q1 2018.
  • Funds reported $89.2B of Broadcom stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 227 funds opened new Broadcom positions in Q2 2018 and 128 closed out, a net change of +99 holders.
  • The largest Broadcom buyer in Q2 2018 was Capital Research Global Investors, an estimated $1.21B added.
  • The largest Broadcom seller in Q2 2018 was Lone Pine Capital, an estimated $645M sold.

Based on aggregated 13F filings for Q2 2018.