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Broadcom
AVGO

Overview Fund Activity

1,063 hedge funds and large institutions have $94.4B invested in Broadcom in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 393 increasing their positions, 384 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+101
Holders Change %
+10.5%
% of All Funds
24.14%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.61%
New
177
Increased
393
Reduced
384
Closed
67
Calls
$2.34B
Puts
$1.56B
Net Calls
+$779M
Net Calls Change
-$296M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.28B
2
SIG
Senator Investment Group
New York
+$263M
3
SCP
Soroban Capital Partners
New York
+$227M
4
Bank of America
Bank of America
North Carolina
+$222M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$215M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$675M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$598M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$575M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$491M
5
ClearBridge Investments
ClearBridge Investments
New York
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
876
CIBC Bank USA
Illinois
$244K -$50.4K -1,960 -17%
BWP
877
Baldwin Wealth Partners
Massachusetts
$243K – – –
BFA
878
Bragg Financial Advisors
North Carolina
$243K +$243K +9,450 New
BFO
879
Biltmore Family Office
North Carolina
$238K +$238K +9,250 New
FPS
880
Fieldpoint Private Securities
Connecticut
$237K – – –
CC
881
Cedar Capital
Illinois
$236K +$236K +9,180 New
FGC
882
Financial Gravity Companies
Texas
$234K +$234K +9,450 New
MCM
883
Manchester Capital Management
Vermont
$232K – – –
IWA
884
Intercontinental Wealth Advisors
Texas
$230K -$54.7K -2,130 -19%
IR
885
Invictus RG
Bermuda
$230K +$230K +8,940 New
PCP
886
Proficio Capital Partners
Massachusetts
$229K -$24.4K -950 -10%
PA
887
Parallel Advisors
California
$228K +$7.96K +310 +4%
BJL
888
Brighton Jones LLC
Washington
$228K +$228K +8,880 New
PCA
889
Personal Capital Advisors
California
$225K -$1.8K -70 -0.8%
SAM
890
Silvercrest Asset Management
New York
$223K +$2.32K +90 +1%
MPPLM
891
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$223K +$223K +8,680 New
FWM
892
Frontier Wealth Management
Missouri
$220K -$30.3K -1,180 -12%
SFSIG
893
San Francisco Sentry Investment Group
California
$219K – – –
KA
894
Kovack Advisors
Florida
$219K +$219K +10,180 New
CC
895
Courier Capital
New York
$218K -$18K -700 -8%
SMFS
896
Squar Milner Financial Services
California
$216K +$216K +8,810 New
FMBTD
897
First Midwest Bank Trust Division
Illinois
$214K -$61.7K -2,400 -22%
AA
898
Altman Advisors
Illinois
$213K +$213K +8,300 New
CWM
899
Cornerstone Wealth Management
Missouri
$210K +$210K +7,720 New
JFGLC
900
Johnson Financial Group LLC (Colorado)
Colorado
$209K -$59K -2,300 -22%
34 35
36
37 38