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Broadcom
AVGO

Overview Fund Activity

1,124 hedge funds and large institutions have $87.1B invested in Broadcom in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 386 increasing their positions, 415 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+106
Holders Change %
+10.41%
% of All Funds
25.08%
Holding in Top 10
68
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+28.3%
% of All Funds
1.52%
New
210
Increased
386
Reduced
415
Closed
92
Calls
$2.31B
Puts
$2.13B
Net Calls
+$177M
Net Calls Change
+$172M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.08B
2
Capital International Investors
Capital International Investors
California
+$519M
3
Bank of America
Bank of America
North Carolina
+$394M
4
Millennium Management
Millennium Management
New York
+$163M
5
TIM
Thornburg Investment Management
New Mexico
+$96.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$695M
2
Morgan Stanley
Morgan Stanley
New York
-$573M
3
SLG
Silver Lake Group
California
-$412M
4
VVP
Vulcan Value Partners
Alabama
-$345M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
926
Voya Financial Advisors
Connecticut
$227K +$227K +8,950 New
AA
927
Altman Advisors
Illinois
$226K +$226K +8,870 New
FPS
928
Fieldpoint Private Securities
Connecticut
$224K – – –
MCM
929
Manchester Capital Management
Vermont
$223K – – –
Carson Wealth (CWM LLC)
930
Carson Wealth (CWM LLC)
Nebraska
$222K +$58K +2,280 +35%
MHS
931
M Holdings Securities
Oregon
$222K +$222K +8,720 New
AIM
932
Allen Investment Management
New York
$219K +$219K +8,620 New
PAS
933
Park Avenue Securities
New York
$217K -$83.8K -3,350 -28%
SL
934
Signition LP
New York
$217K +$217K +8,530 New
WIM
935
Westside Investment Management
California
$217K -$128K -5,000 -37%
JA
936
JOYN Advisors
Georgia
$216K +$45.2K +1,780 +26%
FVWA
937
Foster Victor Wealth Advisors
South Carolina
$213K +$213K +8,360 New
BWP
938
Baldwin Wealth Partners
Massachusetts
$212K -$10.2K -400 -5%
CGL
939
Clarius Group LLC
Washington
$207K +$207K +8,160 New
NRS
940
Neville Rodie & Shaw
New York
$203K +$203K +8,000 New
VW
941
Vantage Wealth
California
$203K +$203K +8,000 New
Pzena Investment Management
942
Pzena Investment Management
New York
$201K +$201K +7,920 New
HPC
943
Hobart Private Capital
North Carolina
$200K -$67.9K -2,670 -25%
IFAM
944
Institutional & Family Asset Management
Colorado
$195K -$2.29K -90 -1%
LPWM
945
Lake Point Wealth Management
Texas
$195K +$195K +7,680 New
IBOK
946
Independence Bank of Kentucky
Kentucky
$187K +$187K +7,350 New
QAM
947
QCI Asset Management
New York
$182K -$74.4K -2,930 -29%
BTNA
948
Bremer Trust National Association
Minnesota
$182K -$43.3K -1,700 -19%
AIM
949
Advantage Investment Management
Iowa
$177K +$52.7K +2,080 +42%
BOPW
950
Brandywine Oak Private Wealth
Pennsylvania
$177K +$177K +6,990 New
36 37
38
39 40