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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
EARNEST Partners
976
EARNEST Partners
Georgia
$46K +$47.1K +1,810 New
LWM
977
Lenox Wealth Management
Ohio
$45K +$2.86K +110 +7%
RIA
978
RPG Investment Advisory
California
$44K
KTM
979
Keeler Thomas Management
Utah
$44K +$44.7K +1,720 New
PW
980
Price Wealth
Texas
$44K +$44.7K +1,720 New
CB
981
Community Bank
New York
$42K
FCB
982
First Command Bank
Texas
$41K
FCFS
983
First Command Financial Services
Texas
$41K
HIIFS
984
Harel Insurance Investments & Financial Services
Israel
$41K
CAPTRUST Financial Advisors
985
CAPTRUST Financial Advisors
North Carolina
$41K +$28.6K +1,100 +224%
GWS
986
Glassman Wealth Services
Virginia
$39K
AFNAS
987
American Financial Network Advisory Services
California
$38K -$8.58K -330 -18%
GTAM
988
Global Trust Asset Management
Florida
$38K +$38.5K +1,480 New
PCTC
989
Perkins Coie Trust Company
Washington
$37K -$19.2K -740 -34%
OFS
990
Orrstown Financial Services
Pennsylvania
$36K
TFO
991
Tarbox Family Office
California
$36K
GAM
992
Gemmer Asset Management
California
$36K +$4.42K +170 +14%
TFA
993
Transamerica Financial Advisors
Florida
$31K
DSN
994
D. Scott Neal
Kentucky
$30K
First Manhattan
995
First Manhattan
New York
$29K +$29.6K +1,140 New
CPA
996
Clear Perspective Advisors
Illinois
$28K
IUHSA
997
Itau Unibanco Holding S.A.
Brazil
$27K +$27K +1,040 New
CAC
998
Certified Advisory Corp
Florida
$27K +$27.6K +1,060 New
FFC
999
First Financial Corp
Indiana
$26K
PCA
1000
Peddock Capital Advisors
Massachusetts
$26K

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.