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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 %
WTB
826
Washington Trust Bank
Washington
$123K -$36K -1,550 -23%
FHA
827
First Horizon Advisors
Tennessee
$122K – – –
WPA
828
West Paces Advisors
Georgia
$122K – – –
WIM
829
Westside Investment Management
California
$121K – – –
CCMW
830
Cypress Capital Management (Wyoming)
Wyoming
$119K – – –
IUHSA
831
Itau Unibanco Holding S.A.
Brazil
$117K +$51.9K +2,230 +80%
SIM
832
Sonora Investment Management
Arizona
$117K – – –
SIAS
833
Shine Investment Advisory Services
Colorado
$116K +$116K +4,990 New
MCIA
834
Mountain Capital Investment Advisors
Colorado
$113K +$113K +4,850 New
FC
835
Ferris Capital
Massachusetts
$107K +$107K +4,610 New
BBHC
836
Brown Brothers Harriman & Co
New York
$106K +$23.3K +1,000 +28%
SSB
837
Sandy Spring Bank
Maryland
$100K -$24.2K -1,040 -20%
AIM
838
Advantage Investment Management
Iowa
$100K +$6.76K +290 +7%
RFA
839
Reilly Financial Advisors
California
$99K +$11.6K +500 +13%
BAM
840
Barrett Asset Management
New York
$98K +$98K +4,200 New
OHS
841
Odey Holdings (Switzerland)
Switzerland
$91K +$14K +600 +18%
BWA
842
BDO Wealth Advisors
Florida
$91K +$91K +3,920 New
CFA
843
Carroll Financial Associates
North Carolina
$86K +$25.6K +1,110 +42%
NA
844
NewEdge Advisors
Louisiana
$85.6K +$85.6K +3,540 New
PFBT
845
Parkside Financial Bank & Trust
Missouri
$84K +$84K +3,610 New
LWA
846
Lenox Wealth Advisors
New York
$78K +$78K +3,360 New
PMFA
847
Plante Moran Financial Advisors
Michigan
$76K -$19.5K -830 -20%
WA
848
WFG Advisors
Texas
$75K +$16.4K +700 +28%
EWM
849
Evercore Wealth Management
New York
$74K -$56.4K -2,430 -43%
CAW
850
Cornerstone Advisors (Washington)
Washington
$71K -$1.41K -60 -2%
32 33
34
35 36