We are live on ! Find out more
AVGO icon

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
HI
1001
Hudock Inc
Pennsylvania
$5K
SIS
1002
Sound Income Strategies
Florida
$5K
TC
1003
Trilogy Capital
California
$5K +$490 +20 +10%
TAIM
1004
TD Ameritrade Investment Management
Nebraska
$5K +$4.9K +200 New
AIM
1005
Anchor Investment Management
South Carolina
$4.85K
SIM
1006
Sonora Investment Management
Arizona
$4K
KL
1007
KWMG LLC
Kansas
$4K +$3.68K +150 New
SFM
1008
Signet Financial Management
New Jersey
$3K -$4.41K -180 -62%
VNA
1009
Valley National Advisers
Pennsylvania
$3K
RBC
1010
Roble Belko & Company
Pennsylvania
$3K +$2.7K +110 New
VIA
1011
Vantage Investment Advisors
Pennsylvania
$2K -$490 -20 -17%
AIS
1012
Accurate Investment Solutions
Pennsylvania
$2K
CHC
1013
City Holding Co
West Virginia
$2K
TIM
1014
Tortoise Investment Management
New York
$2K
CTB
1015
Country Trust Bank
Illinois
$2K +$1.72K +70 +350%
CIA
1016
CSat Investment Advisory
Michigan
$2K +$1.72K +70 New
HCM
1017
Hilton Capital Management
New York
$2K +$1.72K +70 New
JWM
1018
Janiczek Wealth Management
Colorado
$2K +$1.96K +80 New
FRA
1019
Front Row Advisors
California
$1.06K +$152K +6,210 +15%
BWA
1020
Burt Wealth Advisors
Maryland
$1K
NSB
1021
Norway Savings Bank
Maine
$1K
PCFFS
1022
Pacific Center for Financial Services
California
$1K
SWP
1023
Strategic Wealth Partners
Ohio
$1K +$736 +30 New
BWL
1024
Bogart Wealth LLC
Virginia
$1K +$1.23K +50 New
NIM
1025
NuWave Investment Management
New Jersey
$1K +$1.23K +50 New

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.