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Broadcom
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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 %
SWM
926
SeaCrest Wealth Management
New York
$124K +$124K +4,830 New
CCMW
927
Cypress Capital Management (Wyoming)
Wyoming
$122K – – –
MFW
928
Mosaic Family Wealth
Missouri
$121K -$230K -8,940 -66%
FHA
929
First Horizon Advisors
Tennessee
$119K +$5.64K +220 +5%
AWM
930
AllSquare Wealth Management
New York
$118K -$1.28K -50 -1%
CBOA
931
Commonwealth Bank of Australia
Australia
$114K -$2.27K -90 -2%
CAM
932
CenterStar Asset Management
Illinois
$112K – – –
C
933
Cerebellum
California
$105K +$105K +4,070 New
SSB
934
Sandy Spring Bank
Maryland
$101K +$9.56K +370 +10%
OHS
935
Odey Holdings (Switzerland)
Switzerland
$100K – – –
KA
936
Kaizen Advisory
Illinois
$100K +$100K +3,890 New
TL
937
TrueWealth LLC
Georgia
$99K +$99K +3,860 New
WTB
938
Washington Trust Bank
Washington
$98K -$11.5K -450 -11%
CFA
939
Carroll Financial Associates
North Carolina
$95K -$56K -2,200 -37%
AC
940
Avestar Capital
New York
$93K +$93K +4,350 New
WPA
941
West Paces Advisors
Georgia
$92.5K -$41.6K -1,620 -31%
PMFA
942
Plante Moran Financial Advisors
Michigan
$92K +$8.97K +350 +11%
VFA
943
Valeo Financial Advisors
Indiana
$91K +$7.92K +310 +10%
Loomis, Sayles & Company
944
Loomis, Sayles & Company
Massachusetts
$88K +$88K +3,410 New
PFBT
945
Parkside Financial Bank & Trust
Missouri
$87K -$11.2K -430 -11%
BCM
946
Blume Capital Management
California
$87K – – –
BTIS
947
BB&T Investment Services
North Carolina
$86K +$30.3K +1,180 +54%
GFP
948
Gryphon Financial Partners
Ohio
$86K +$86K +3,370 New
LFA
949
Legacy Financial Advisors
Kentucky
$86K +$86K +3,370 New
RFA
950
Reilly Financial Advisors
California
$84K -$38.9K -1,510 -32%
36 37
38
39 40