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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
RCWMU
976
Rothschild & Co Wealth Management (UK)
United Kingdom
$15K +$15.4K +630 New
ME
977
McIlrath & Eck
Washington
$14K +$13.7K +560 New
CPIG
978
Chicago Partners Investment Group
Illinois
$14K +$14.5K +590 New
APSP
979
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K
CT
980
Clearstead Trust
Maine
$13K +$12.7K +520 New
TL
981
TrueWealth LLC
Georgia
$13K +$13.5K +550 New
TCM
982
TD Capital Management
Tennessee
$12K
GCM
983
Gables Capital Management
Florida
$11K +$11K +450 New
LWA
984
Lowe Wealth Advisors
Maryland
$10K -$3.68K -150 -26%
MWM
985
MinichMacGregor Wealth Management
New York
$10K +$11K +450 New
PC
986
Polar Capital
United Kingdom
$9.26K +$509K +20,750 +6%
CFG
987
Citizens Financial Group
Rhode Island
$9K
TCM
988
Tradewinds Capital Management
Washington
$9K +$9.32K +380 New
CWM
989
Cedar Wealth Management
California
$9K +$9.56K +390 New
CWA
990
Clarus Wealth Advisors
Arizona
$9K +$9.56K +390 New
IP
991
Isthmus Partners
Wisconsin
$8K
PK
992
Pflug Koory
Nebraska
$8K +$8.58K +350 New
EA
993
Edge Advisors
Georgia
$7K
CFC
994
Coyle Financial Counsel
Illinois
$7K +$7.36K +300 New
AP
995
Atwood & Palmer
Missouri
$6K
OIA
996
OneDigital Investment Advisors
Kansas
$6K
RWA
997
River Wealth Advisors
Pennsylvania
$6K +$5.64K +230 New
OC
998
Oakworth Capital
Alabama
$6K +$6.38K +260 New
SBL
999
Sargent Bickham Lagudis
Colorado
$5K -$31.9K -1,300 -86%
WF
1000
WealthTrust Fairport
Ohio
$5K -$2.45K -100 -32%

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.