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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
Twin Tree Management
876
Twin Tree Management
Texas
$32K -$6.08M -241,660 -99%
TRCT
877
Tower Research Capital (TRC)
New York
$32K -$1.46M -58,100 -98%
GAM
878
Gemmer Asset Management
California
$30K -$3.52K -140 -10%
CFD
879
Creative Financial Designs
Indiana
$29K -$31.5K -1,250 -50%
DSN
880
D. Scott Neal
Kentucky
$28K
TFA
881
Transamerica Financial Advisors
Florida
$28K
RWP
882
RWA Wealth Partners
Massachusetts
$27K +$28.7K +1,140 New
RFA
883
Reilly Financial Advisors
California
$26K -$54.6K -2,170 -67%
CPA
884
Clear Perspective Advisors
Illinois
$26K
PA
885
Perennial Advisors
New York
$25K +$1.76K +70 +7%
CCA
886
Clearwater Capital Advisors
Illinois
$25K +$26.2K +1,040 New
FFC
887
First Financial Corp
Indiana
$24K
PCA
888
Peddock Capital Advisors
Massachusetts
$24K
FIB
889
First Interstate Bank
Montana
$23K
CAPTRUST Financial Advisors
890
CAPTRUST Financial Advisors
North Carolina
$21K -$17.1K -680 -43%
AIS
891
AlphaOne Investment Services
Pennsylvania
$21K +$22.7K +900 New
PW
892
Price Wealth
Texas
$20K -$21.7K -860 -50%
PWM
893
Perigon Wealth Management
California
$20K +$252 +10 +1%
GBBWRPM
894
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K
SIC
895
Salem Investment Counselors
North Carolina
$18K
OFW
896
Omnia Family Wealth
Florida
$17K +$9.06K +360 +97%
MCWS
897
McKinley Carter Wealth Services
West Virginia
$16K +$17.6K +700 New
MSTVIM
898
Messner & Smith Theme Value Investment Management
California
$15K +$16.4K +650 New
APSP
899
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K
LWA
900
Lowe Wealth Advisors
Maryland
$13K

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.