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Broadcom

1,064 hedge funds and large institutions have $94.5B invested in Broadcom in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 384 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 67

50% more call options, than puts

Call options by funds: $2.34B | Put options by funds: $1.56B

10% more funds holding

Funds holding: 9631,064 (+101)

6% more capital invested

Capital invested by funds: $88.8B → $94.5B (+$5.64B)

3% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 384

0.32% more ownership

Funds ownership: 898.05%898.37% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

Holders
1,064
Holders Change
+101
Holders Change %
+10.49%
% of All Funds
24.13%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.61%
New
177
Increased
394
Reduced
384
Closed
67
Calls
$2.34B
Puts
$1.56B
Net Calls
+$779M
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
951
Reilly Financial Advisors
California
$84K -$39.3K -1,510 -32%
BWA
952
BDO Wealth Advisors
Florida
$82K
BWM
953
Baystate Wealth Management
Massachusetts
$82K +$13K +500 +19%
CAW
954
Cornerstone Advisors (Washington)
Washington
$78K -$6.76K -260 -8%
EWM
955
Evercore Wealth Management
New York
$78K
MPWT
956
MassMutual Private Wealth & Trust
Connecticut
$77.6K -$5.72K -220 -7%
PFSC
957
Peoples Financial Services Corp
Pennsylvania
$77K
VCM
958
Versant Capital Management
Arizona
$76K +$77.7K +2,990 New
KJWM
959
Kiley Juergens Wealth Management
Washington
$69K +$70.7K +2,720 New
LNB
960
Ledyard National Bank
$64K
CFD
961
Creative Financial Designs
Indiana
$64K +$7.8K +300 +14%
PG
962
Patten Group
Tennessee
$62K +$1.3K +50 +2%
AF
963
Allworth Financial
California
$61K +$520 +20 +0.9%
SFG
964
SevenBridge Financial Group
Pennsylvania
$58K -$19.5K -750 -25%
JFGIW
965
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K +$4.68K +180 +9%
Carson Wealth (CWM LLC)
966
Carson Wealth (CWM LLC)
Nebraska
$54K
GRP
967
Global Retirement Partners
California
$54K +$36.4K +1,400 +197%
KF
968
Krilogy Financial
Missouri
$53K
RCG
969
Ruggie Capital Group
Florida
$52K
WOC
970
West Oak Capital
California
$51.4K
PHK
971
Point72 Hong Kong
Hong Kong
$51K -$278K -10,710 -84%
SBL
972
Sargent Bickham Lagudis
Colorado
$51K +$13.3K +510 +34%
EFSCE
973
Enterprise Financial Services Corp (EFSC)
Missouri
$49K -$13K -500 -21%
RWA
974
Ropes Wealth Advisors
Massachusetts
$49K +$49.4K +1,900 New
DBT
975
Dubuque Bank & Trust
Iowa
$46K

AVGO Hedge Fund Activity: Q4 2017 in Review

1,064 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2017, worth a combined $94.5B — up 6.3% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new AVGO positions and 67 closed out — a net gain of 110 holders — while 394 added to existing stakes and 384 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.29B. The largest seller was Lone Pine Capital, cutting an estimated $683M.

  • 1,064 institutional investors held Broadcom (AVGO) as of Q4 2017, up from 963 in Q3 2017.
  • Funds reported $94.5B of Broadcom stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 177 funds opened new Broadcom positions in Q4 2017 and 67 closed out, a net change of +110 holders.
  • The largest Broadcom buyer in Q4 2017 was T. Rowe Price Associates, an estimated $1.29B added.
  • The largest Broadcom seller in Q4 2017 was Lone Pine Capital, an estimated $683M sold.

Based on aggregated 13F filings for Q4 2017.