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Broadcom

1,064 hedge funds and large institutions have $94.5B invested in Broadcom in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 384 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 67

50% more call options, than puts

Call options by funds: $2.34B | Put options by funds: $1.56B

10% more funds holding

Funds holding: 9631,064 (+101)

6% more capital invested

Capital invested by funds: $88.8B → $94.5B (+$5.64B)

3% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 384

0.32% more ownership

Funds ownership: 898.05%898.37% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

Holders
1,064
Holders Change
+101
Holders Change %
+10.49%
% of All Funds
24.13%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.61%
New
177
Increased
394
Reduced
384
Closed
67
Calls
$2.34B
Puts
$1.56B
Net Calls
+$779M
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
876
Cutler Group
California
$247K -$136K -5,220 -35%
CBU
877
CIBC Bank USA
Illinois
$244K -$51K -1,960 -17%
BWP
878
Baldwin Wealth Partners
Massachusetts
$243K
BFA
879
Bragg Financial Advisors
North Carolina
$243K +$246K +9,450 New
BFO
880
Biltmore Family Office
North Carolina
$238K +$240K +9,250 New
FPS
881
Fieldpoint Private Securities
Connecticut
$237K
CC
882
Cedar Capital
Illinois
$236K +$239K +9,180 New
FGC
883
Financial Gravity Companies
Texas
$234K +$246K +9,450 New
MCM
884
Manchester Capital Management
Vermont
$232K
IWA
885
Intercontinental Wealth Advisors
Texas
$230K -$55.4K -2,130 -19%
IR
886
Invictus RG
Bermuda
$230K +$232K +8,940 New
PCP
887
Proficio Capital Partners
Massachusetts
$229K -$24.7K -950 -10%
PA
888
Parallel Advisors
California
$228K +$8.06K +310 +4%
BJL
889
Brighton Jones LLC
Washington
$228K +$231K +8,880 New
PCA
890
Personal Capital Advisors
California
$225K -$1.82K -70 -0.8%
SAM
891
Silvercrest Asset Management
New York
$223K +$2.34K +90 +1%
MPPLM
892
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$223K +$226K +8,680 New
FWM
893
Frontier Wealth Management
Missouri
$220K -$30.7K -1,180 -12%
SFSIG
894
San Francisco Sentry Investment Group
California
$219K
KA
895
Kovack Advisors
Florida
$219K +$265K +10,180 New
CC
896
Courier Capital
New York
$218K -$18.2K -700 -8%
SMFS
897
Squar Milner Financial Services
California
$216K +$229K +8,810 New
FMBTD
898
First Midwest Bank Trust Division
Illinois
$214K -$62.4K -2,400 -22%
AA
899
Altman Advisors
Illinois
$213K +$216K +8,300 New
CWM
900
Cornerstone Wealth Management
Missouri
$210K +$201K +7,720 New

AVGO Hedge Fund Activity: Q4 2017 in Review

1,064 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2017, worth a combined $94.5B — up 6.3% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new AVGO positions and 67 closed out — a net gain of 110 holders — while 394 added to existing stakes and 384 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.29B. The largest seller was Lone Pine Capital, cutting an estimated $683M.

  • 1,064 institutional investors held Broadcom (AVGO) as of Q4 2017, up from 963 in Q3 2017.
  • Funds reported $94.5B of Broadcom stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 177 funds opened new Broadcom positions in Q4 2017 and 67 closed out, a net change of +110 holders.
  • The largest Broadcom buyer in Q4 2017 was T. Rowe Price Associates, an estimated $1.29B added.
  • The largest Broadcom seller in Q4 2017 was Lone Pine Capital, an estimated $683M sold.

Based on aggregated 13F filings for Q4 2017.