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Broadcom

963 hedge funds and large institutions have $88.8B invested in Broadcom in 2017 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 410 increasing their positions, 329 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 52

62% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $1.74B

25% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 329

6% more funds holding in top 10

Funds holding in top 10: 6771 (+4)

4% more funds holding

Funds holding: 926963 (+37)

3% more capital invested

Capital invested by funds: $86.1B → $88.8B (+$2.75B)

10.33% less ownership

Funds ownership: 908.38%898.05% (-10%)

Holders
963
Holders Change
+37
Holders Change %
+4%
% of All Funds
24.01%
Holding in Top 10
71
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.97%
% of All Funds
1.77%
New
100
Increased
410
Reduced
329
Closed
52
Calls
$2.82B
Puts
$1.74B
Net Calls
+$1.08B
Net Calls Change
+$662M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
926
Global Retirement Partners
California
$17K -$25.2K -1,020 -59%
LWA
927
Lowe Wealth Advisors
Maryland
$17K +$247 +10 +1%
CIM
928
Contravisory Investment Management
Massachusetts
$17K +$17.1K +690 New
AC
929
Alexandria Capital
Virginia
$16K
QAM
930
QCI Asset Management
New York
$15K
APSP
931
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K
IP
932
Isthmus Partners
Wisconsin
$13K +$4.95K +200 +63%
CAPTRUST Financial Advisors
933
CAPTRUST Financial Advisors
North Carolina
$12K +$12.1K +490 New
VIA
934
Vantage Investment Advisors
Pennsylvania
$10K +$7.42K +300 +250%
AIL
935
AGF Investments LLC
Ontario, Canada
$10K +$9.89K +400 New
M
936
MOTCO
Texas
$8K
MCM
937
MV Capital Management
Maryland
$8K
PK
938
Pflug Koory
Nebraska
$8K
AWM
939
Avior Wealth Management
Nebraska
$7K
WAS
940
WESPAC Advisors SoCal
California
$7K
CT
941
Clearstead Trust
Maine
$7K +$6.92K +280 New
AP
942
Atwood & Palmer
Missouri
$6K
EA
943
Edge Advisors
Georgia
$6K +$2.23K +90 +47%
BCI
944
Brinker Capital Investments
Pennsylvania
$6K +$6.43K +260 New
AAP
945
Arax Advisory Partners
Colorado
$5K -$247 -10 -4%
SIM
946
Sonora Investment Management
Arizona
$4.12K -$119K -4,830 -97%
MFBTD
947
MB Financial Bank - Trust Department
Illinois
$4K
HI
948
Hudock Inc
Pennsylvania
$4K +$2.47K +100 +143%
SC
949
SouthState Corp
Florida
$3.32K -$124K -5,010 -4%
RBC
950
Roble Belko & Company
Pennsylvania
$3K

AVGO Hedge Fund Activity: Q3 2017 in Review

963 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2017, worth a combined $88.8B — up 3.2% from $86.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AVGO positions and 52 closed out — a net gain of 48 holders — while 410 added to existing stakes and 329 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $374M. The largest seller was Capital Research Global Investors, cutting an estimated $739M.

  • 963 institutional investors held Broadcom (AVGO) as of Q3 2017, up from 926 in Q2 2017.
  • Funds reported $88.8B of Broadcom stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 100 funds opened new Broadcom positions in Q3 2017 and 52 closed out, a net change of +48 holders.
  • The largest Broadcom buyer in Q3 2017 was Janus Henderson Group, an estimated $374M added.
  • The largest Broadcom seller in Q3 2017 was Capital Research Global Investors, an estimated $739M sold.

Based on aggregated 13F filings for Q3 2017.