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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
PA
1001
Perennial Advisors
New York
$26K
TC
1002
Trust Company
Kansas
$26K
CCM
1003
Cribstone Capital Management
Maine
$26K +$520 +20 +2%
FIB
1004
First Interstate Bank
Montana
$24K
PWM
1005
Perigon Wealth Management
California
$22K -$1.19M -45,760 -98%
JCM
1006
Jacobi Capital Management
Pennsylvania
$21K
PFO
1007
Pathstone Family Office
New Jersey
$21K
PGWM
1008
Parisi Gray Wealth Management
New Jersey
$21K +$20K +770 New
SIC
1009
Salem Investment Counselors
North Carolina
$20K
AIL
1010
AGF Investments LLC
Ontario, Canada
$20K +$9.36K +360 +90%
VEA
1011
Virtus ETF Advisers
New York
$20K +$20.3K +780 New
GBBWRPM
1012
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K
CIM
1013
Contravisory Investment Management
Massachusetts
$18K
SPI
1014
Santori & Peters Inc
Pennsylvania
$17K +$19.5K +750 New
FFG
1015
Ford Financial Group
California
$16K +$15.3K +590 New
LWA
1016
Lowe Wealth Advisors
Maryland
$15K -$3.9K -150 -21%
QAM
1017
QCI Asset Management
New York
$15K
AAP
1018
Arax Advisory Partners
Colorado
$15K +$9.36K +360 +157%
APSP
1019
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K
M
1020
MOTCO
Texas
$14K +$5.2K +200 +57%
ME
1021
McIlrath & Eck
Washington
$14K +$14.6K +560 New
IP
1022
Isthmus Partners
Wisconsin
$13K
TCM
1023
TD Capital Management
Tennessee
$12K +$12.2K +470 New
OFW
1024
Omnia Family Wealth
Florida
$9K -$9.88K -380 -51%
MCM
1025
MV Capital Management
Maryland
$9K

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.