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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 %
GI
1026
Gradient Investments
Minnesota
$9K +$9K +350 New
NIM
1027
NuWave Investment Management
New Jersey
$9K +$9K +360 New
PO
1028
Private Ocean
California
$8K +$8K +310 New
LWA
1029
Lenox Wealth Advisors
New York
$8K +$8K +330 New
CT
1030
Clearstead Trust
Maine
$7K – – –
WAS
1031
WESPAC Advisors SoCal
California
$7K – – –
EA
1032
Edge Advisors
Georgia
$7K – – –
AP
1033
Atwood & Palmer
Missouri
$6K – – –
PWM
1034
Paulson Wealth Management
Illinois
$6K +$6K +240 New
OIA
1035
OneDigital Investment Advisors
Kansas
$6K +$6K +250 New
Walleye Trading
1036
Walleye Trading
New York
$5.74K +$4.45K +173,260 +347%
AIM
1037
Anchor Investment Management
South Carolina
$5.14K +$5.14K +200 New
THWM
1038
Taylor Hoffman Wealth Management
Virginia
$5K +$5K +180 New
SIS
1039
Sound Income Strategies
Florida
$5K +$5K +200 New
SP
1040
SWS Partners
Ohio
$5K +$5K +210 New
SIM
1041
Sonora Investment Management
Arizona
$4.37K – – –
HI
1042
Hudock Inc
Pennsylvania
$4K – – –
PCIA
1043
Prime Capital Investment Advisors
Kansas
$4K +$4K +160 New
VIA
1044
Vantage Investment Advisors
Pennsylvania
$3K -$7.5K -300 -71%
AIS
1045
Accurate Investment Solutions
Pennsylvania
$3K – – –
VNA
1046
Valley National Advisers
Pennsylvania
$3K – – –
RBC
1047
Roble Belko & Company
Pennsylvania
$3K – – –
Financial Engines Advisors
1048
Financial Engines Advisors
California
$3K +$3K +130 New
NCM
1049
Nelson Capital Management
California
$3K +$3K +130 New
WAS
1050
Winch Advisory Services
Wisconsin
$2K -$1.67K -50 -45%
40 41
42
43 44