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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
IIM
826
Intact Investment Management
Quebec, Canada
$360K
QCG
827
Quadrant Capital Group
Ohio
$350K +$7.28K +280 +2%
FQ
828
First Quadrant
California
$349K
KWM
829
Kingsview Wealth Management
Oregon
$349K +$353K +13,570 New
FIAS
830
FinTrust Investment Advisory Services
South Carolina
$348K +$84.2K +3,240 +31%
IP
831
Investment Partners
Ohio
$347K +$260 +10 +0.1%
CCM
832
Coldstream Capital Management
Washington
$338K -$459K -17,670 -57%
GLI
833
Guardian Life Insurance
New York
$338K +$102K +3,920 +42%
HAG
834
HighPoint Advisor Group
Illinois
$336K -$756K -29,070 -68%
FCAG
835
First Capital Advisors Group
New Jersey
$336K +$340K +13,090 New
BBHC
836
Brown Brothers Harriman & Co
New York
$334K +$191K +7,330 +129%
AWM
837
Avior Wealth Management
Nebraska
$333K +$330K +12,700 +4,704%
BKA
838
Brick & Kyle Associates
Pennsylvania
$330K +$19.5K +750 +6%
TCM
839
Traynor Capital Management
Pennsylvania
$330K +$99K +3,810 +42%
HCM
840
Hollencrest Capital Management
California
$329K +$7.02K +270 +2%
RT
841
Rockland Trust
Massachusetts
$329K +$332K +12,790 New
RCM
842
RB Capital Management
Nevada
$329K +$333K +12,800 New
WA
843
WBH Advisory
Maryland
$325K +$4.68K +180 +1%
LA
844
Lucus Advisors
New York
$325K +$329K +12,660 New
KI
845
Koch Industries
Kansas
$324K -$371K -14,280 -53%
CAM
846
Carret Asset Management
New York
$321K +$45K +1,730 +16%
NL
847
NWAM LLC
Washington
$320K +$10.4K +400 +3%
RC
848
RegentAtlantic Capital
New Jersey
$320K +$324K +12,450 New
NA
849
NewEdge Advisors
Louisiana
$309K +$39K +1,500 +15%
CCA
850
Catalyst Capital Advisors
New York
$308K

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.