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Broadcom

1,028 hedge funds and large institutions have $89.2B invested in Broadcom in 2018 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 347 increasing their positions, 350 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 128

9% more funds holding

Funds holding: 9391,028 (+89)

5% more capital invested

Capital invested by funds: $85.2B → $89.2B (+$4.01B)

1% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 350

10% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.54B

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

26.22% less ownership

Funds ownership: 880.17%853.95% (-26%)

Holders
1,028
Holders Change
+89
Holders Change %
+9.48%
% of All Funds
23.53%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.14%
New
227
Increased
347
Reduced
350
Closed
128
Calls
$1.39B
Puts
$1.54B
Net Calls
-$152M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
951
Perkins Coie Trust Company
Washington
$35K
TFO
952
Tarbox Family Office
California
$35K +$736 +30 +2%
OFS
953
Orrstown Financial Services
Pennsylvania
$34K
MGIA
954
Moneta Group Investment Advisors
Missouri
$32K +$31.4K +1,280 +2,133%
VCM
955
Vigilant Capital Management
Maine
$32K +$32.4K +1,320 New
RFA
956
Reilly Financial Advisors
California
$31K +$4.17K +170 +16%
CFD
957
Creative Financial Designs
Indiana
$30K
PA
958
Perennial Advisors
New York
$30K +$4.17K +170 +16%
PWAG
959
Polaris Wealth Advisory Group
California
$29K -$24.5K -1,000 -44%
TFA
960
Transamerica Financial Advisors
Florida
$29K +$736 +30 +3%
RWP
961
RWA Wealth Partners
Massachusetts
$29K +$1.72K +70 +6%
BL
962
Balentine LLC
Georgia
$29K +$29.4K +1,200 New
PCA
963
Peddock Capital Advisors
Massachusetts
$27K +$2.45K +100 +10%
CPA
964
Clear Perspective Advisors
Illinois
$26K
LWM
965
Lenox Wealth Management
Ohio
$25K -$18.4K -750 -42%
RE
966
RBC Europe
United Kingdom
$24.3K -$118K -4,830 -83%
CAC
967
Certified Advisory Corp
Florida
$24K +$23.8K +970 New
RIA
968
RPG Investment Advisory
California
$24K +$24.5K +1,000 New
TFS
969
TrustCore Financial Services
Tennessee
$22K +$17.4K +710 +355%
DWM
970
Destination Wealth Management
California
$22K +$22.1K +900 New
MAM
971
Meeder Asset Management
Ohio
$21.6K -$905K -36,900 -98%
GBBWRPM
972
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K
OFW
973
Omnia Family Wealth
Florida
$18K
MPWT
974
MassMutual Private Wealth & Trust
Connecticut
$16.5K +$3.68K +150 +28%
IAS
975
IMA Advisory Services
Colorado
$16K +$15.9K +650 New

AVGO Hedge Fund Activity: Q2 2018 in Review

1,028 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2018, worth a combined $89.2B — up 4.7% from $85.2B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new AVGO positions and 128 closed out — a net gain of 99 holders — while 347 added to existing stakes and 350 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.21B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $645M sold.

  • 1,028 institutional investors held Broadcom (AVGO) as of Q2 2018, up from 939 in Q1 2018.
  • Funds reported $89.2B of Broadcom stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 227 funds opened new Broadcom positions in Q2 2018 and 128 closed out, a net change of +99 holders.
  • The largest Broadcom buyer in Q2 2018 was Capital Research Global Investors, an estimated $1.21B added.
  • The largest Broadcom seller in Q2 2018 was Lone Pine Capital, an estimated $645M sold.

Based on aggregated 13F filings for Q2 2018.