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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
JFGLC
901
Johnson Financial Group LLC (Colorado)
Colorado
$209K -$59.8K -2,300 -22%
AFP
902
Ausdal Financial Partners
Iowa
$209K -$16.9K -650 -7%
NFA
903
Nuveen Fund Advisors
Illinois
$207K -$15.1K -580 -7%
MUS
904
Mitsubishi UFJ Securities
Japan
$206K -$104K -4,000 -33%
NRS
905
Neville Rodie & Shaw
New York
$206K +$208K +8,000 New
CWM
906
Circle Wealth Management
New Jersey
$205K +$207K +7,980 New
LW
907
Linscomb Wealth
Texas
$203K -$60.6K -2,330 -23%
ED
908
Exane Derivatives
France
$202K -$1.77M -68,220 -90%
PGA
909
Premia Global Advisors
Florida
$198K +$200K +7,710 New
IBOK
910
Independence Bank of Kentucky
Kentucky
$188K +$190K +7,300 New
SNT
911
Security National Trust
West Virginia
$182K
CLOS
912
Compagnie Lombard Odier SCmA
Switzerland
$180K -$26K -1,000 -13%
SWA
913
Sutton Wealth Advisors
Florida
$172K -$1.3K -50 -0.7%
HFM
914
Harvest Fund Management
China
$166K
CIBC Private Wealth Group
915
CIBC Private Wealth Group
Georgia
$162K +$164K +6,310 New
BL
916
Balentine LLC
Georgia
$161K -$12K -460 -7%
PFA
917
Pathway Financial Advisors
Vermont
$157K +$159K +6,130 New
CHP
918
Cable Hill Partners
Oregon
$156K -$15.9K -610 -10%
FPF
919
FNY Partners Fund
New York
$154K +$156K +6,000 New
BAM
920
Barrett Asset Management
New York
$149K
WIM
921
Westside Investment Management
California
$147K +$10.4K +400 +8%
MOS
922
MGO One Seven
Ohio
$142K +$143K +5,520 New
AIM
923
Advantage Investment Management
Iowa
$134K -$11.4K -440 -8%
AF
924
Advisornet Financial
Minnesota
$129K +$130K +5,010 New
SIAS
925
Shine Investment Advisory Services
Colorado
$128K +$1.82K +70 +1%

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.