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Broadcom

939 hedge funds and large institutions have $85.2B invested in Broadcom in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 371 increasing their positions, 356 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 356

10% less capital invested

Capital invested by funds: $94.5B → $85.2B (-$9.29B)

12% less funds holding

Funds holding: 1,064939 (-125)

14% less funds holding in top 10

Funds holding in top 10: 7161 (-10)

15% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.28B

18.2% less ownership

Funds ownership: 898.37%880.17% (-18%)

49% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 231

Holders
939
Holders Change
-125
Holders Change %
-11.75%
% of All Funds
21.52%
Holding in Top 10
61
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.08%
% of All Funds
1.4%
New
118
Increased
371
Reduced
356
Closed
231
Calls
$1.09B
Puts
$1.28B
Net Calls
-$191M
Net Calls Change
-$970M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1001
Solaris Asset Management
New York
-$4.22M -164,210 Closed
ACPU
1002
Arrowgrass Capital Partners (US)
Delaware
-$4.13M -160,550 Closed
SWM
1003
Segment Wealth Management
Texas
-$3.81M -148,160 Closed
KWILP
1004
Kiwi Wealth Investments Limited Partnership
New Zealand
-$3.68M -143,210 Closed
TI
1005
Trexquant Investment
Connecticut
-$3.59M -139,780 Closed
LTI
1006
Laffer Tengler Investments
Tennessee
-$3.47M -135,230 Closed
CAIMH
1007
Central Asset Investments & Management Holdings
Hong Kong
-$3.45M -134,400 Closed
MSWM
1008
Mader & Shannon Wealth Management
Missouri
-$3.42M -133,340 Closed
RI
1009
Redwood Investments
Massachusetts
-$3.25M -126,460 Closed
CS
1010
Comerica Securities
Michigan
-$3.25M -126,430 Closed
PA
1011
Pinnacle Associates
New York
-$3.24M -126,020 Closed
FFA
1012
First Foundation Advisors
California
-$3.22M -125,390 Closed
ACI
1013
Alpha Cubed Investments
California
-$3.21M -124,990 Closed
NIT
1014
NumerixS Investment Technologies
British Columbia, Canada
-$2.98M -116,000 Closed
GHCM
1015
Glen Harbor Capital Management
California
-$2.83M -110,160 Closed
LMIM
1016
Lockheed Martin Investment Management
Maryland
-$2.72M -106,050 Closed
BIMC
1017
Benson Investment Management Company
Virginia
-$2.65M -103,200 Closed
William Blair & Company
1018
William Blair & Company
Illinois
-$2.51M -97,600 Closed
MCIM
1019
Meadow Creek Investment Management
Georgia
-$2.33M -90,720 Closed
TCM
1020
TimesSquare Capital Management
New York
-$2.29M -89,350 Closed
LIA
1021
LS Investment Advisors
Michigan
-$2.25M -87,710 Closed
AC
1022
Alexandria Capital
Virginia
-$2.24M -87,320 Closed
EGM
1023
Engineers Gate Manager
New York
-$2.21M -86,060 Closed
MIFH
1024
Migdal Insurance & Financial Holdings
Israel
-$2.21M -86,000 Closed
CLM
1025
ClearBridge LLC (Maryland)
Maryland
-$2.21M -85,940 Closed

AVGO Hedge Fund Activity: Q1 2018 in Review

939 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2018, worth a combined $85.2B — down 9.8% from $94.5B a quarter earlier.

Sellers outnumbered buyers: 231 funds closed out of AVGO and 118 opened new positions — a net loss of 113 holders — while 356 trimmed existing stakes and 371 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.61B. The largest seller was Capital Research Global Investors, cutting an estimated $1.8B.

  • 939 institutional investors held Broadcom (AVGO) as of Q1 2018, down from 1,064 in Q4 2017.
  • Funds reported $85.2B of Broadcom stock for Q1 2018, down 9.8% quarter-over-quarter.
  • 118 funds opened new Broadcom positions in Q1 2018 and 231 closed out, a net change of -113 holders.
  • The largest Broadcom buyer in Q1 2018 was T. Rowe Price Associates, an estimated $1.61B added.
  • The largest Broadcom seller in Q1 2018 was Capital Research Global Investors, an estimated $1.8B sold.

Based on aggregated 13F filings for Q1 2018.