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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
SFG
851
SevenBridge Financial Group
Pennsylvania
$52K -$1.26K -50 -2%
FCB
852
First Command Bank
Texas
$51.1K +$14.4K +570 +36%
FCFS
853
First Command Financial Services
Texas
$51K +$14.4K +570 +36%
MFW
854
Mosaic Family Wealth
Missouri
$49K -$65.5K -2,600 -55%
KF
855
Krilogy Financial
Missouri
$49K
RCG
856
Ruggie Capital Group
Florida
$47K
BCI
857
Brinker Capital Investments
Pennsylvania
$47K +$50.4K +2,000 New
LWM
858
Lenox Wealth Management
Ohio
$45K
RWA
859
Ropes Wealth Advisors
Massachusetts
$45K
DBT
860
Dubuque Bank & Trust
Iowa
$45K +$2.27K +90 +5%
EARNEST Partners
861
EARNEST Partners
Georgia
$43K
WOC
862
West Oak Capital
California
$41.2K -$6.29K -250 -13%
CB
863
Community Bank
New York
$39K
AAP
864
Arax Advisory Partners
Colorado
$39K +$27.7K +1,100 +186%
STA
865
Summit Trail Advisors
New York
$38K -$1.04M -41,480 -6%
VEA
866
Virtus ETF Advisers
New York
$38K +$21.4K +850 +109%
HIIFS
867
Harel Insurance Investments & Financial Services
Israel
$37K
GRP
868
Global Retirement Partners
California
$36K -$15.1K -600 -28%
SBL
869
Sargent Bickham Lagudis
Colorado
$36K -$11.8K -470 -24%
GTAM
870
Global Trust Asset Management
Florida
$35K
JCM
871
Jacobi Capital Management
Pennsylvania
$35K +$18.9K +750 +97%
PCTC
872
Perkins Coie Trust Company
Washington
$34K
OFS
873
Orrstown Financial Services
Pennsylvania
$33K
TFO
874
Tarbox Family Office
California
$33K
PFO
875
Pathstone Family Office
New Jersey
$33K +$14.6K +580 +73%

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.