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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 %
AFP
901
Ausdal Financial Partners
Iowa
$209K -$16.7K -650 -7%
NFA
902
Nuveen Fund Advisors
Illinois
$207K -$14.9K -580 -7%
MUS
903
Mitsubishi UFJ Securities
Japan
$206K -$103K -4,000 -33%
NRS
904
Neville Rodie & Shaw
New York
$206K +$206K +8,000 New
CWM
905
Circle Wealth Management
New Jersey
$205K +$205K +7,980 New
LW
906
Linscomb Wealth
Texas
$203K -$59.9K -2,330 -23%
ED
907
Exane Derivatives
France
$202K -$1.75M -68,220 -90%
PGA
908
Premia Global Advisors
Florida
$198K +$198K +7,710 New
IBOK
909
Independence Bank of Kentucky
Kentucky
$188K +$188K +7,300 New
SNT
910
Security National Trust
West Virginia
$182K – – –
CLOS
911
Compagnie Lombard Odier SCmA
Switzerland
$180K -$25.7K -1,000 -13%
SWA
912
Sutton Wealth Advisors
Florida
$172K -$1.28K -50 -0.7%
HFM
913
Harvest Fund Management
China
$166K – – –
CIBC Private Wealth Group
914
CIBC Private Wealth Group
Georgia
$162K +$162K +6,310 New
BL
915
Balentine LLC
Georgia
$161K -$11.8K -460 -7%
PFA
916
Pathway Financial Advisors
Vermont
$157K +$157K +6,130 New
CHP
917
Cable Hill Partners
Oregon
$156K -$16.5K -610 -10%
FPF
918
FNY Partners Fund
New York
$154K +$154K +6,000 New
BAM
919
Barrett Asset Management
New York
$149K – – –
WIM
920
Westside Investment Management
California
$147K +$10.9K +400 +8%
MOS
921
MGO One Seven
Ohio
$142K +$142K +5,520 New
AIM
922
Advantage Investment Management
Iowa
$134K -$11.3K -440 -8%
AF
923
Advisornet Financial
Minnesota
$129K +$129K +5,010 New
SIAS
924
Shine Investment Advisory Services
Colorado
$128K +$1.8K +70 +1%
RE
925
RBC Europe
United Kingdom
$124K – – –
35 36
37
38 39