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Broadcom

1,028 hedge funds and large institutions have $89.2B invested in Broadcom in 2018 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 347 increasing their positions, 350 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 128

9% more funds holding

Funds holding: 9391,028 (+89)

5% more capital invested

Capital invested by funds: $85.2B → $89.2B (+$4.01B)

1% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 350

10% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.54B

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

26.22% less ownership

Funds ownership: 880.17%853.95% (-26%)

Holders
1,028
Holders Change
+89
Holders Change %
+9.48%
% of All Funds
23.53%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.14%
New
227
Increased
347
Reduced
350
Closed
128
Calls
$1.39B
Puts
$1.54B
Net Calls
-$152M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
876
Commonwealth Bank of Australia
Australia
$194K +$67.2K +2,740 +51%
CIBC Private Wealth Group
877
CIBC Private Wealth Group
Georgia
$190K +$192K +7,850 New
CAM
878
CenterStar Asset Management
Illinois
$180K
AA
879
Apriem Advisors
California
$176K +$178K +7,250 New
BAM
880
Barrett Asset Management
New York
$175K -$3.92K -160 -2%
SWM
881
SeaCrest Wealth Management
New York
$166K +$9.07K +370 +6%
SNT
882
Security National Trust
West Virginia
$163K
CF
883
Centaurus Financial
California
$161K +$163K +6,650 New
MPPLM
884
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$157K -$18.9K -770 -11%
CLOS
885
Compagnie Lombard Odier SCmA
Switzerland
$155K +$98.1K +4,000 +169%
HCA
886
Heck Capital Advisors
Wisconsin
$150K +$152K +6,180 New
PFA
887
Pathway Financial Advisors
Vermont
$149K
SEIA
888
Signature Estate & Investment Advisors
California
$146K -$287K -11,690 -66%
BBHC
889
Brown Brothers Harriman & Co
New York
$141K +$142K +5,810 New
SWA
890
Sutton Wealth Advisors
Florida
$140K -$22.8K -930 -14%
EWM
891
Edge Wealth Management
New York
$135K +$137K +5,570 New
KFA
892
Krane Funds Advisors
New York
$132K +$2.94K +120 +2%
FPFS
893
First Personal Financial Services
North Carolina
$126K -$8.29M -338,080 -98%
AC
894
Avestar Capital
New York
$126K +$29.4K +1,200 +23%
CHP
895
Cable Hill Partners
Oregon
$126K +$127K +5,190 New
AIM
896
Advantage Investment Management
Iowa
$119K +$120K +4,900 New
MSE
897
MUFG Securities EMEA
United Kingdom
$117K -$33.2M -1,355,170 -100%
MA
898
MUFG Americas
New York
$109K +$38K +1,550 +53%
ZB
899
Zions Bancorporation
Utah
$109K +$110K +4,480 New
AWM
900
AllSquare Wealth Management
New York
$104K +$22.8K +930 +28%

AVGO Hedge Fund Activity: Q2 2018 in Review

1,028 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2018, worth a combined $89.2B — up 4.7% from $85.2B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new AVGO positions and 128 closed out — a net gain of 99 holders — while 347 added to existing stakes and 350 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.21B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $645M sold.

  • 1,028 institutional investors held Broadcom (AVGO) as of Q2 2018, up from 939 in Q1 2018.
  • Funds reported $89.2B of Broadcom stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 227 funds opened new Broadcom positions in Q2 2018 and 128 closed out, a net change of +99 holders.
  • The largest Broadcom buyer in Q2 2018 was Capital Research Global Investors, an estimated $1.21B added.
  • The largest Broadcom seller in Q2 2018 was Lone Pine Capital, an estimated $645M sold.

Based on aggregated 13F filings for Q2 2018.