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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
HIC
851
Holderness Investments Company
North Carolina
$228K
TCM
852
Traynor Capital Management
Pennsylvania
$226K -$18.4K -750 -7%
BFO
853
Biltmore Family Office
North Carolina
$224K
MCM
854
Manchester Capital Management
Vermont
$223K -$2.94K -120 -1%
BO
855
Bach Option
Hong Kong
$222K +$225K +9,160 New
WIP
856
Wellesley Investment Partners
Massachusetts
$222K +$225K +9,160 New
BAS
857
Brown Advisory Securities
Maryland
$222K +$226K +9,230 New
HPC
858
Hobart Private Capital
North Carolina
$220K +$222K +9,070 New
PCP
859
Proficio Capital Partners
Massachusetts
$219K +$2.7K +110 +1%
SL
860
Signition LP
New York
$219K +$9.56K +390 +5%
HPC
861
HM Payson & Co
Maine
$218K +$221K +9,000 New
KWM
862
Kingsview Wealth Management
Oregon
$213K +$215K +8,780 New
HAG
863
HighPoint Advisor Group
Illinois
$211K -$49.5K -2,020 -17%
HB
864
Homrich & Berg
Georgia
$210K +$212K +8,640 New
SAS
865
Stelac Advisory Services
New York
$210K +$213K +8,670 New
EIP
866
Epoch Investment Partners
New York
$210K -$1.56M -63,570 -0.7%
WP
867
WealthPLAN Partners
Nebraska
$209K -$151K -6,150 -42%
SAM
868
Silvercrest Asset Management
New York
$208K
KTC
869
Kistler-Tiffany Companies
Pennsylvania
$206K -$47.1K -1,920 -18%
BRC
870
Bell Rock Capital
Delaware
$200K +$1.47K +60 +0.7%
SMFS
871
Squar Milner Financial Services
California
$200K +$202K +8,250 New
CAM
872
ClariVest Asset Management
California
$198K -$689K -28,110 -77%
IUHSA
873
Itau Unibanco Holding S.A.
Brazil
$197K +$200K +8,140 New
VFA
874
Valeo Financial Advisors
Indiana
$197K +$228K +9,300 New
BWP
875
Baldwin Wealth Partners
Massachusetts
$196K -$18.9K -770 -9%

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.