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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
BCM
826
Blume Capital Management
California
$80K
AWM
827
AllSquare Wealth Management
New York
$79K -$31.5K -1,250 -27%
SIAS
828
Shine Investment Advisory Services
Colorado
$78K -$42K -1,670 -34%
PFBT
829
Parkside Financial Bank & Trust
Missouri
$77K -$1.76K -70 -2%
JA
830
JOYN Advisors
Georgia
$77K +$82.3K +3,270 New
GFP
831
Gryphon Financial Partners
Ohio
$76K -$4.03K -160 -5%
BWA
832
BDO Wealth Advisors
Florida
$75K
BWM
833
Baystate Wealth Management
Massachusetts
$75K +$2.52K +100 +3%
CAW
834
Cornerstone Advisors (Washington)
Washington
$71K
Fuller & Thaler Asset Management
835
Fuller & Thaler Asset Management
California
$71K +$75.5K +3,000 New
LWA
836
Lenox Wealth Advisors
New York
$70K +$66.2K +2,630 +797%
MA
837
MUFG Americas
New York
$69K -$279K -11,100 -79%
WTB
838
Washington Trust Bank
Washington
$67K -$24.9K -990 -26%
HL
839
Harding Loevner
New Jersey
$63K +$67.2K +2,670 New
EDRH
840
Edmond de Rothschild Holding
Switzerland
$61K -$4.31M -171,370 -99%
OHS
841
Odey Holdings (Switzerland)
Switzerland
$61K -$32.7K -1,300 -33%
LNB
842
Ledyard National Bank
$59K
FGC
843
Financial Gravity Companies
Texas
$56K -$177K -7,020 -74%
CLOS
844
Compagnie Lombard Odier SCmA
Switzerland
$56K -$117K -4,630 -66%
Carson Wealth (CWM LLC)
845
Carson Wealth (CWM LLC)
Nebraska
$56K +$7.05K +280 +13%
FGAM
846
Financial Gravity Asset Management
Texas
$56K +$61.2K +2,430 New
AF
847
Allworth Financial
California
$55K -$252 -10 -0.4%
EFSCE
848
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$10.6K +420 +22%
FC
849
Ferris Capital
Massachusetts
$54K +$57.7K +2,290 New
PWAG
850
Polaris Wealth Advisory Group
California
$53K +$56.6K +2,250 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.