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Broadcom
AVGO

Overview Fund Activity

1,018 hedge funds and large institutions have $88.2B invested in Broadcom in 2018 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 405 increasing their positions, 373 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
23.31%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
1.21%
New
142
Increased
405
Reduced
373
Closed
138
Calls
$1.74B
Puts
$1.74B
Net Calls
+$5.54M
Net Calls Change
+$157M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$6.79B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.34B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.06B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.3B
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$508M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$915M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.33B
3
Capital World Investors
3
Capital World Investors
California
$10.5B
4
Jennison Associates
4
Jennison Associates
New York
$811M
5
Bank of America
5
Bank of America
North Carolina
$834M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
851
Lincoln National Corp
Pennsylvania
$220K +$220K +8,920 New
BTNA
852
Bremer Trust National Association
Minnesota
$218K -$118K -4,790 -35%
CFB
853
Cullen/Frost Bankers
Texas
$217K -$353K -14,310 -62%
FPS
854
Fieldpoint Private Securities
Connecticut
$217K -$34.5K -1,400 -14%
CRC
855
Curi RMB Capital
Illinois
$217K +$217K +8,790 New
BWP
856
Baldwin Wealth Partners
Massachusetts
$215K +$15.8K +640 +8%
BAM
857
Belpointe Asset Management
Nevada
$214K -$440K -17,840 -67%
PFGIA
858
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$208K +8,450 New
BRC
859
Bell Rock Capital
Delaware
$205K +$1.48K +60 +0.7%
RP
860
Reinhart Partners
Wisconsin
$204K -$240K -9,700 -54%
CIBC Private Wealth Group
861
CIBC Private Wealth Group
Georgia
$203K +$9.61K +390 +5%
PV
862
Private Vista
Illinois
$201K -$39.4K -1,600 -16%
CBOA
863
Commonwealth Bank of Australia
Australia
$198K – – –
C
864
Cerebellum
California
$196K +$196K +7,940 New
IFAM
865
Institutional & Family Asset Management
Colorado
$192K +$109K +4,420 +132%
WA
866
Winfield Associates
Ohio
$191K -$439K -17,830 -70%
WSTAM
867
Wilbanks Smith & Thomas Asset Management
Virginia
$183K +$183K +7,430 New
VFA
868
Valeo Financial Advisors
Indiana
$167K -$39.5K -1,780 -19%
JA
869
JOYN Advisors
Georgia
$166K -$87.8K -3,560 -35%
SNT
870
Security National Trust
West Virginia
$166K – – –
EDRH
871
Edmond de Rothschild Holding
Switzerland
$160K -$2.49M -101,270 -94%
Carson Wealth (CWM LLC)
872
Carson Wealth (CWM LLC)
Nebraska
$159K +$98K +3,970 +161%
ACA
873
Atlas Capital Advisors
Wyoming
$156K -$119K -4,780 -43%
FA
874
Fortis Advisors
Pennsylvania
$148K +$148K +6,000 New
AC
875
Avestar Capital
New York
$146K +$15.7K +760 +12%
33 34
35
36 37