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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
GLI
826
Guardian Life Insurance
New York
$275K +$48.5K +1,980 +21%
UB
827
UMB Bank
Missouri
$273K -$15.2K -620 -5%
PCA
828
Personal Capital Advisors
California
$273K +$12.3K +500 +5%
SLF
829
Sun Life Financial
Ontario, Canada
$270K +$273K +11,130 New
SS
830
Simplicity Solutions
Minnesota
$261K +$263K +10,740 New
TA
831
Tiedemann Advisors
New York
$258K +$29.9K +1,220 +13%
JA
832
JOYN Advisors
Georgia
$250K +$172K +7,020 +215%
KA
833
Kaizen Advisory
Illinois
$249K +$157K +6,390 +164%
SBIA
834
Sheaff Brock Investment Advisors
Indiana
$247K -$264K -10,760 -51%
FPS
835
Fieldpoint Private Securities
Connecticut
$247K
AWM
836
AE Wealth Management
Kansas
$247K +$12.5K +510 +5%
SIM
837
SSI Investment Management
California
$244K -$20.8K -850 -8%
PA
838
Parallel Advisors
California
$244K +$42.2K +1,720 +21%
BA
839
Birinyi Associates
Connecticut
$243K -$1.1M -45,000 -82%
OTC
840
Opera Trading Capital
France
$243K -$102K -4,140 -29%
BA
841
Bristol Advisors
Pennsylvania
$243K +$245K +10,000 New
CL
842
CSS LLC
Illinois
$243K +$245K +10,000 New
SCP
843
Syntal Capital Partners
Texas
$242K
AssetMark Inc
844
AssetMark Inc
California
$241K -$10.3K -420 -4%
PV
845
Private Vista
Illinois
$237K +$239K +9,760 New
CPH
846
C Partners Holding
Switzerland
$230K +$12K +490 +5%
ACA
847
Atlas Capital Advisors
Wyoming
$230K +$153K +6,250 +131%
TMAM
848
Tokio Marine Asset Management
Japan
$228K -$132K -5,380 -36%
BP
849
Ballentine Partners
Massachusetts
$228K -$44.9K -1,830 -16%
CBU
850
CIBC Bank USA
Illinois
$228K

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.