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Broadcom
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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 %
TC
1001
Trust Company
Kansas
$26K – – –
CCM
1002
Cribstone Capital Management
Maine
$26K +$510 +20 +2%
FIB
1003
First Interstate Bank
Montana
$24K – – –
PWM
1004
Perigon Wealth Management
California
$22K -$1.18M -45,760 -98%
PFO
1005
Pathstone Family Office
New Jersey
$21K – – –
JCM
1006
Jacobi Capital Management
Pennsylvania
$21K – – –
PGWM
1007
Parisi Gray Wealth Management
New Jersey
$21K +$21K +770 New
SIC
1008
Salem Investment Counselors
North Carolina
$20K – – –
AIL
1009
AGF Investments LLC
Ontario, Canada
$20K +$9.47K +360 +90%
VEA
1010
Virtus ETF Advisers
New York
$20K +$20K +780 New
GBBWRPM
1011
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K – – –
CIM
1012
Contravisory Investment Management
Massachusetts
$18K – – –
SPI
1013
Santori & Peters Inc
Pennsylvania
$17K +$17K +750 New
FFG
1014
Ford Financial Group
California
$16K +$16K +590 New
LWA
1015
Lowe Wealth Advisors
Maryland
$15K -$3.95K -150 -21%
QAM
1016
QCI Asset Management
New York
$15K – – –
AAP
1017
Arax Advisory Partners
Colorado
$15K +$9.15K +360 +157%
APSP
1018
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K – – –
M
1019
MOTCO
Texas
$14K +$5.09K +200 +57%
ME
1020
McIlrath & Eck
Washington
$14K +$14K +560 New
IP
1021
Isthmus Partners
Wisconsin
$13K – – –
TCM
1022
TD Capital Management
Tennessee
$12K +$12K +470 New
OFW
1023
Omnia Family Wealth
Florida
$9K -$9.24K -380 -51%
PK
1024
Pflug Koory
Nebraska
$9K – – –
MCM
1025
MV Capital Management
Maryland
$9K – – –
39 40
41
42 43