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Broadcom
AVGO

1,021 hedge funds and large institutions have $88.3B invested in Broadcom in 2018 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 406 increasing their positions, 374 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.65% more ownership

Funds ownership: 853.95% → 864.59% (+11%)

6% more funds holding in top 10

Funds holding in top 10: 50 → 53 (+3)

9% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 374

3% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 138

0% more call options, than puts

Call options by funds: $1.74B | Put options by funds: $1.74B

1% less funds holding

Funds holding: 1,028 → 1,021 (-7)

1% less capital invested

Capital invested by funds: $89.2B → $88.3B (-$895M)

Holders
1,021
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
23.34%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
1.21%
New
142
Increased
406
Reduced
374
Closed
138
Calls
$1.74B
Puts
$1.74B
Net Calls
+$5.54M
Net Calls Change
+$157M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$5.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$809M
3
Morgan Stanley
Morgan Stanley
New York
+$529M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$470M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$462M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.29B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.63B
3
Capital World Investors
Capital World Investors
California
-$1.44B
4
Jennison Associates
Jennison Associates
New York
-$550M
5
Bank of America
Bank of America
North Carolina
-$439M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
1001
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K -$337K -15,010 -99%
RBC
1002
Roble Belko & Company
Pennsylvania
$3K – – –
ACM
1003
Advent Capital Management
New York
$3K +$2.47K +110 New
NCM
1004
Nelson Capital Management
California
$3K +$2.92K +130 New
MWM
1005
MinichMacGregor Wealth Management
New York
$2K -$7.85K -350 -78%
CHC
1006
City Holding Co
West Virginia
$2K – – –
CTB
1007
Country Trust Bank
Illinois
$2K – – –
JWM
1008
Janiczek Wealth Management
Colorado
$2K – – –
CIA
1009
CSat Investment Advisory
Michigan
$2K +$448 +20 +29%
NIM
1010
NuWave Investment Management
New Jersey
$2K +$448 +20 +40%
TNBTD
1011
Trustmark National Bank Trust Department
Mississippi
$2K +$2.24K +100 New
VIA
1012
Vantage Investment Advisors
Pennsylvania
$2K +$13K +580 +580%
BWA
1013
Burt Wealth Advisors
Maryland
$1K – – –
PCFFS
1014
Pacific Center for Financial Services
California
$1K – – –
SWP
1015
Strategic Wealth Partners
Ohio
$1K – – –
VRM
1016
Vectors Research Management
New York
$1K +$897 +40 New
WAM
1017
Wakefield Asset Management
Colorado
$1K +$1.12K +50 New
FRA
1018
Front Row Advisors
California
$981 -$44.8K -2,000 -4%
Artisan Partners
1019
Artisan Partners
Wisconsin
– -$291M -11,978,830 Closed
Westfield Capital Management
1020
Westfield Capital Management
Massachusetts
– -$105M -4,330,790 Closed
BI
1021
BlueSpruce Investments
Illinois
– -$104M -4,272,670 Closed
Boston Partners
1022
Boston Partners
Massachusetts
– -$59M -2,432,010 Closed
CCM
1023
Criterion Capital Management
California
– -$31.8M -1,308,570 Closed
BWCA
1024
Brenner West Capital Advisors
New York
– -$30.6M -1,261,060 Closed
CWM
1025
Cornerstone Wealth Management
Missouri
– -$518K -1,255,480 Closed
39 40
41
42 43

AVGO Hedge Fund Activity: Q3 2018 in Review

1,021 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2018, worth a combined $88.3B — down 1% from $89.2B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new AVGO positions and 138 closed out — a net gain of 4 holders — while 406 added to existing stakes and 374 trimmed.

The largest buyer was Capital International Investors, adding an estimated $5.15B. The largest seller was T. Rowe Price Associates, cutting an estimated $3.29B.

  • 1,021 institutional investors held Broadcom (AVGO) as of Q3 2018, down from 1,028 in Q2 2018.
  • Funds reported $88.3B of Broadcom stock for Q3 2018, down 1% quarter-over-quarter.
  • 142 funds opened new Broadcom positions in Q3 2018 and 138 closed out, a net change of +4 holders.
  • The largest Broadcom buyer in Q3 2018 was Capital International Investors, an estimated $5.15B added.
  • The largest Broadcom seller in Q3 2018 was T. Rowe Price Associates, an estimated $3.29B sold.

Based on aggregated 13F filings for Q3 2018.