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Broadcom
AVGO

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 %
BWA
951
BDO Wealth Advisors
Florida
$82K – – –
BWM
952
Baystate Wealth Management
Massachusetts
$82K +$13.1K +500 +19%
CAW
953
Cornerstone Advisors (Washington)
Washington
$78K -$6.69K -260 -8%
EWM
954
Evercore Wealth Management
New York
$78K – – –
MPWT
955
MassMutual Private Wealth & Trust
Connecticut
$77.6K -$5.65K -220 -7%
PFSC
956
Peoples Financial Services Corp
Pennsylvania
$77K – – –
VCM
957
Versant Capital Management
Arizona
$76K +$76K +2,990 New
KJWM
958
Kiley Juergens Wealth Management
Washington
$69K +$69K +2,720 New
LNB
959
Ledyard National Bank
$64K – – –
CFD
960
Creative Financial Designs
Indiana
$64K +$7.68K +300 +14%
PG
961
Patten Group
Tennessee
$62K +$1.28K +50 +2%
AF
962
Allworth Financial
California
$61K +$517 +20 +0.9%
SFG
963
SevenBridge Financial Group
Pennsylvania
$58K -$19.3K -750 -25%
JFGIW
964
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K +$4.64K +180 +9%
Carson Wealth (CWM LLC)
965
Carson Wealth (CWM LLC)
Nebraska
$54K – – –
GRP
966
Global Retirement Partners
California
$54K +$35.8K +1,400 +197%
KF
967
Krilogy Financial
Missouri
$53K – – –
RCG
968
Ruggie Capital Group
Florida
$52K – – –
WOC
969
West Oak Capital
California
$51.4K – – –
PHK
970
Point72 Hong Kong
Hong Kong
$51K -$276K -10,710 -84%
SBL
971
Sargent Bickham Lagudis
Colorado
$51K +$13.1K +510 +34%
EFSCE
972
Enterprise Financial Services Corp (EFSC)
Missouri
$49K -$12.8K -500 -21%
RWA
973
Ropes Wealth Advisors
Massachusetts
$49K +$49K +1,900 New
DBT
974
Dubuque Bank & Trust
Iowa
$46K – – –
EARNEST Partners
975
EARNEST Partners
Georgia
$46K +$46K +1,810 New
37 38
39
40 41