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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
TFCM
926
Taylor Frigon Capital Management
Arizona
$3K +$3.52K +140 New
BCWM
927
Bartlett & Co Wealth Management
Ohio
$2.12K +$2.27K +90 New
PO
928
Private Ocean
California
$2K -$5.29K -210 -68%
AIS
929
Accurate Investment Solutions
Pennsylvania
$2K
AWA
930
Acorn Wealth Advisors
Michigan
$2K
HWM
931
Holloway Wealth Management
Florida
$2K
TIM
932
Tortoise Investment Management
New York
$2K
BC
933
Bartlett & Co
Ohio
$2K +$2.27K +90 New
CHC
934
City Holding Co
West Virginia
$2K +$2.27K +90 New
LFG
935
LifePlan Financial Group
Ohio
$2K +$2.52K +100 New
AWM
936
Aevitas Wealth Management
Massachusetts
$1K
BWA
937
Burt Wealth Advisors
Maryland
$1K
PCFFS
938
Pacific Center for Financial Services
California
$1K
MGIA
939
Moneta Group Investment Advisors
Missouri
$1K +$504 +20 +50%
NSB
940
Norway Savings Bank
Maine
$1K +$755 +30 New
Viking Global Investors
941
Viking Global Investors
Connecticut
-$634M -24,668,360 Closed
FAM
942
Fred Alger Management
New York
-$496M -19,307,150 Closed
Artisan Partners
943
Artisan Partners
Wisconsin
-$215M -8,386,440 Closed
Mackenzie Financial
944
Mackenzie Financial
Ontario, Canada
-$160M -6,233,670 Closed
1832 Asset Management
945
1832 Asset Management
Ontario, Canada
-$121M -4,724,380 Closed
SO
946
STRS Ohio
Ohio
-$86.2M -3,353,890 Closed
JMPWA
947
JP Morgan Private Wealth Advisors
California
-$77.3M -3,007,390 Closed
PCM
948
Palestra Capital Management
New York
-$64.2M -2,500,000 Closed
CC
949
Cannell & Co
New York
-$57.7M -2,245,250 Closed
HP
950
Hound Partners
New York
-$55.7M -2,168,580 Closed

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.