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Broadcom
AVGO

Overview Fund Activity

938 hedge funds and large institutions have $85.1B invested in Broadcom in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 370 increasing their positions, 356 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-125
Holders Change %
-11.76%
% of All Funds
21.53%
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
370
Reduced
356
Closed
231
Calls
$1.09B
Puts
$1.28B
Net Calls
-$191M
Net Calls Change
-$970M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.51B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$630M
3
Citadel Advisors
Citadel Advisors
Florida
+$526M
4
Capital International Investors
Capital International Investors
California
+$427M
5
Capital World Investors
Capital World Investors
California
+$406M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.69B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$634M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$617M
4
UBS AM
UBS AM
Illinois
-$496M
5
FAM
Fred Alger Management
New York
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
876
Tower Research Capital (TRC)
New York
$32K -$1.39M -58,100 -98%
GAM
877
Gemmer Asset Management
California
$30K -$3.31K -140 -10%
CFD
878
Creative Financial Designs
Indiana
$29K -$29K -1,250 -50%
TFA
879
Transamerica Financial Advisors
Florida
$28K – – –
DSN
880
D. Scott Neal
Kentucky
$28K – – –
RWP
881
RWA Wealth Partners
Massachusetts
$27K +$27K +1,140 New
RFA
882
Reilly Financial Advisors
California
$26K -$51.8K -2,170 -67%
CPA
883
Clear Perspective Advisors
Illinois
$26K – – –
PA
884
Perennial Advisors
New York
$25K +$1.64K +70 +7%
CCA
885
Clearwater Capital Advisors
Illinois
$25K +$25K +1,040 New
PCA
886
Peddock Capital Advisors
Massachusetts
$24K – – –
FFC
887
First Financial Corp
Indiana
$24K – – –
FIB
888
First Interstate Bank
Montana
$23K – – –
CAPTRUST Financial Advisors
889
CAPTRUST Financial Advisors
North Carolina
$21K -$15.7K -680 -43%
AIS
890
AlphaOne Investment Services
Pennsylvania
$21K +$21K +900 New
PW
891
Price Wealth
Texas
$20K -$20K -860 -50%
PWM
892
Perigon Wealth Management
California
$20K +$233 +10 +1%
GBBWRPM
893
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K – – –
SIC
894
Salem Investment Counselors
North Carolina
$18K – – –
OFW
895
Omnia Family Wealth
Florida
$17K +$8.38K +360 +97%
MCWS
896
McKinley Carter Wealth Services
West Virginia
$16K +$16K +700 New
MSTVIM
897
Messner & Smith Theme Value Investment Management
California
$15K +$15K +650 New
LWA
898
Lowe Wealth Advisors
Maryland
$13K – – –
APSP
899
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
TCOV
900
Trust Company of Vermont
Vermont
$13K +$13K +550 New
34 35
36
37 38