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Broadcom
AVGO

Overview Fund Activity

938 hedge funds and large institutions have $85.1B invested in Broadcom in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 370 increasing their positions, 356 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-125
Holders Change %
-11.76%
% of All Funds
21.53%
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
370
Reduced
356
Closed
231
Calls
$1.09B
Puts
$1.28B
Net Calls
-$191M
Net Calls Change
-$970M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.51B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$630M
3
Citadel Advisors
Citadel Advisors
Florida
+$526M
4
Capital International Investors
Capital International Investors
California
+$427M
5
Capital World Investors
Capital World Investors
California
+$406M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.69B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$634M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$617M
4
UBS AM
UBS AM
Illinois
-$496M
5
FAM
Fred Alger Management
New York
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
826
AllSquare Wealth Management
New York
$79K -$29.4K -1,250 -27%
SIAS
827
Shine Investment Advisory Services
Colorado
$78K -$39.4K -1,670 -34%
PFBT
828
Parkside Financial Bank & Trust
Missouri
$77K -$1.64K -70 -2%
JA
829
JOYN Advisors
Georgia
$77K +$77K +3,270 New
GFP
830
Gryphon Financial Partners
Ohio
$76K -$3.79K -160 -5%
BWA
831
BDO Wealth Advisors
Florida
$75K – – –
BWM
832
Baystate Wealth Management
Massachusetts
$75K +$2.33K +100 +3%
CAW
833
Cornerstone Advisors (Washington)
Washington
$71K – – –
Fuller & Thaler Asset Management
834
Fuller & Thaler Asset Management
California
$71K +$71K +3,000 New
LWA
835
Lenox Wealth Advisors
New York
$70K +$62.2K +2,630 +797%
MA
836
MUFG Americas
New York
$69K -$260K -11,100 -79%
WTB
837
Washington Trust Bank
Washington
$67K -$23.4K -990 -26%
HL
838
Harding Loevner
New Jersey
$63K +$63K +2,670 New
EDRH
839
Edmond de Rothschild Holding
Switzerland
$61K -$4.02M -171,370 -99%
OHS
840
Odey Holdings (Switzerland)
Switzerland
$61K -$30.5K -1,300 -33%
LNB
841
Ledyard National Bank
$59K – – –
FGC
842
Financial Gravity Companies
Texas
$56K -$162K -7,020 -74%
CLOS
843
Compagnie Lombard Odier SCmA
Switzerland
$56K -$109K -4,630 -66%
Carson Wealth (CWM LLC)
844
Carson Wealth (CWM LLC)
Nebraska
$56K +$6.56K +280 +13%
FGAM
845
Financial Gravity Asset Management
Texas
$56K +$56K +2,430 New
AF
846
Allworth Financial
California
$55K -$234 -10 -0.4%
EFSCE
847
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$9.91K +420 +22%
FC
848
Ferris Capital
Massachusetts
$54K +$54K +2,290 New
PWAG
849
Polaris Wealth Advisory Group
California
$53K +$53K +2,250 New
SFG
850
SevenBridge Financial Group
Pennsylvania
$52K -$1.18K -50 -2%
32 33
34
35 36