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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
TCOV
901
Trust Company of Vermont
Vermont
$13K +$13.8K +550 New
MPWT
902
MassMutual Private Wealth & Trust
Connecticut
$12.5K -$62.7K -2,490 -82%
CIM
903
Contravisory Investment Management
Massachusetts
$12K -$4.03K -160 -23%
TCM
904
TD Capital Management
Tennessee
$11K +$252 +10 +2%
CA
905
Centerpoint Advisors
Massachusetts
$11K +$11.6K +460 New
CFG
906
Citizens Financial Group
Rhode Island
$9K +$9.57K +380 New
IP
907
Isthmus Partners
Wisconsin
$8K -$5.04K -200 -38%
M
908
MOTCO
Texas
$8K -$5.04K -200 -36%
WAS
909
WESPAC Advisors SoCal
California
$7K
SFM
910
Signet Financial Management
New Jersey
$7K +$7.3K +290 New
WF
911
WealthTrust Fairport
Ohio
$7K +$7.8K +310 New
AP
912
Atwood & Palmer
Missouri
$6K
OIA
913
OneDigital Investment Advisors
Kansas
$6K
EA
914
Edge Advisors
Georgia
$6K +$252 +10 +4%
ACM
915
Aviance Capital Management
Florida
$6K +$6.29K +250 New
OTC
916
Opera Trading Capital
France
$6K +$356K +14,140 New
SIS
917
Sound Income Strategies
Florida
$5K
SP
918
SWS Partners
Ohio
$5K
HI
919
Hudock Inc
Pennsylvania
$5K +$1.01K +40 +24%
TC
920
Trilogy Capital
California
$5K +$5.04K +200 New
TFS
921
TrustCore Financial Services
Tennessee
$5K +$5.04K +200 New
AIM
922
Anchor Investment Management
South Carolina
$4.71K
SIM
923
Sonora Investment Management
Arizona
$4.01K
VNA
924
Valley National Advisers
Pennsylvania
$3K
VIA
925
Vantage Investment Advisors
Pennsylvania
$3K

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.