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Broadcom
AVGO

Overview Fund Activity

938 hedge funds and large institutions have $85.1B invested in Broadcom in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 370 increasing their positions, 356 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-125
Holders Change %
-11.76%
% of All Funds
21.53%
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
370
Reduced
356
Closed
231
Calls
$1.09B
Puts
$1.28B
Net Calls
-$191M
Net Calls Change
-$970M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.51B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$630M
3
Citadel Advisors
Citadel Advisors
Florida
+$526M
4
Capital International Investors
Capital International Investors
California
+$427M
5
Capital World Investors
Capital World Investors
California
+$406M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.69B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$634M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$617M
4
UBS AM
UBS AM
Illinois
-$496M
5
FAM
Fred Alger Management
New York
-$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
926
Bartlett & Co Wealth Management
Ohio
$2.12K +$2.12K +90 New
PO
927
Private Ocean
California
$2K -$4.2K -210 -68%
AWA
928
Acorn Wealth Advisors
Michigan
$2K – – –
HWM
929
Holloway Wealth Management
Florida
$2K – – –
TIM
930
Tortoise Investment Management
New York
$2K – – –
AIS
931
Accurate Investment Solutions
Pennsylvania
$2K – – –
BC
932
Bartlett & Co
Ohio
$2K +$2K +90 New
CHC
933
City Holding Co
West Virginia
$2K +$2K +90 New
LFG
934
LifePlan Financial Group
Ohio
$2K +$2K +100 New
PCFFS
935
Pacific Center for Financial Services
California
$1K – – –
BWA
936
Burt Wealth Advisors
Maryland
$1K – – –
AWM
937
Aevitas Wealth Management
Massachusetts
$1K – – –
MGIA
938
Moneta Group Investment Advisors
Missouri
$1K +$333 +20 +50%
NSB
939
Norway Savings Bank
Maine
$1K +$1K +30 New
Viking Global Investors
940
Viking Global Investors
Connecticut
– -$634M -24,668,360 Closed
FAM
941
Fred Alger Management
New York
– -$496M -19,307,150 Closed
Artisan Partners
942
Artisan Partners
Wisconsin
– -$215M -8,386,440 Closed
Mackenzie Financial
943
Mackenzie Financial
Ontario, Canada
– -$160M -6,233,670 Closed
1832 Asset Management
944
1832 Asset Management
Ontario, Canada
– -$121M -4,724,380 Closed
SO
945
STRS Ohio
Ohio
– -$86.2M -3,353,890 Closed
JPMPWA
946
J.P. Morgan Private Wealth Advisors
California
– -$77.3M -3,007,390 Closed
PCM
947
Palestra Capital Management
New York
– -$64.2M -2,500,000 Closed
CC
948
Cannell & Co
New York
– -$57.7M -2,245,250 Closed
HP
949
Hound Partners
New York
– -$55.7M -2,168,580 Closed
Lord, Abbett & Co
950
Lord, Abbett & Co
New Jersey
– -$48.9M -1,904,330 Closed
36 37
38
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