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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
$3B
2
SIG
Senator Investment Group
New York
$431M
3
SCP
Soroban Capital Partners
New York
$1.07B
4
Bank of America
Bank of America
North Carolina
$1.54B
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$215M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$633M
2
Capital Research Global Investors
Capital Research Global Investors
California
$6.25B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.44B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.51B
5
ClearBridge Investments
ClearBridge Investments
New York
$1.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
976
Lenox Wealth Management
Ohio
$45K +$2.8K +110 +7%
RIA
977
RPG Investment Advisory
California
$44K – – –
PW
978
Price Wealth
Texas
$44K +$44K +1,720 New
KTM
979
Keeler Thomas Management
Utah
$44K +$44K +1,720 New
CB
980
Community Bank
New York
$42K – – –
HIIFS
981
Harel Insurance Investments & Financial Services
Israel
$41K – – –
FCFS
982
First Command Financial Services
Texas
$41K – – –
FCB
983
First Command Bank
Texas
$41K – – –
CAPTRUST Financial Advisors
984
CAPTRUST Financial Advisors
North Carolina
$41K +$28.4K +1,100 +224%
GWS
985
Glassman Wealth Services
Virginia
$39K – – –
AFNAS
986
American Financial Network Advisory Services
California
$38K -$8.59K -330 -18%
GTAM
987
Global Trust Asset Management
Florida
$38K +$38K +1,480 New
PCTC
988
Perkins Coie Trust Company
Washington
$37K -$19.1K -740 -34%
OFS
989
Orrstown Financial Services
Pennsylvania
$36K – – –
TFO
990
Tarbox Family Office
California
$36K – – –
GAM
991
Gemmer Asset Management
California
$36K +$4.34K +170 +14%
TFA
992
Transamerica Financial Advisors
Florida
$31K – – –
DSN
993
D. Scott Neal
Kentucky
$30K – – –
First Manhattan
994
First Manhattan
New York
$29K +$29K +1,140 New
CPA
995
Clear Perspective Advisors
Illinois
$28K – – –
IUHSA
996
Itau Unibanco Holding S.A.
Brazil
$27K +$27K +1,040 New
CAC
997
Certified Advisory Corp
Florida
$27K +$27K +1,060 New
PA
998
Perennial Advisors
New York
$26K – – –
FFC
999
First Financial Corp
Indiana
$26K – – –
PCA
1000
Peddock Capital Advisors
Massachusetts
$26K – – –
38 39
40
41 42