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Broadcom

1,064 hedge funds and large institutions have $94.5B invested in Broadcom in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 384 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 67

50% more call options, than puts

Call options by funds: $2.34B | Put options by funds: $1.56B

10% more funds holding

Funds holding: 9631,064 (+101)

6% more capital invested

Capital invested by funds: $88.8B → $94.5B (+$5.64B)

3% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 384

0.32% more ownership

Funds ownership: 898.05%898.37% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

Holders
1,064
Holders Change
+101
Holders Change %
+10.49%
% of All Funds
24.13%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.61%
New
177
Increased
394
Reduced
384
Closed
67
Calls
$2.34B
Puts
$1.56B
Net Calls
+$779M
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
1026
Pflug Koory
Nebraska
$9K
GI
1027
Gradient Investments
Minnesota
$9K +$9.1K +350 New
NIM
1028
NuWave Investment Management
New Jersey
$9K +$9.36K +360 New
PO
1029
Private Ocean
California
$8K +$8.06K +310 New
LWA
1030
Lenox Wealth Advisors
New York
$8K +$8.58K +330 New
CT
1031
Clearstead Trust
Maine
$7K
EA
1032
Edge Advisors
Georgia
$7K
WAS
1033
WESPAC Advisors SoCal
California
$7K
AP
1034
Atwood & Palmer
Missouri
$6K
PWM
1035
Paulson Wealth Management
Illinois
$6K +$6.24K +240 New
OIA
1036
OneDigital Investment Advisors
Kansas
$6K +$6.5K +250 New
Walleye Trading
1037
Walleye Trading
New York
$5.74K +$4.5M +173,260 +347%
AIM
1038
Anchor Investment Management
South Carolina
$5.14K +$5.2K +200 New
THWM
1039
Taylor Hoffman Wealth Management
Virginia
$5K +$4.68K +180 New
SIS
1040
Sound Income Strategies
Florida
$5K +$5.2K +200 New
SP
1041
SWS Partners
Ohio
$5K +$5.46K +210 New
SIM
1042
Sonora Investment Management
Arizona
$4.37K
HI
1043
Hudock Inc
Pennsylvania
$4K
PCIA
1044
Prime Capital Investment Advisors
Kansas
$4K +$4.16K +160 New
VIA
1045
Vantage Investment Advisors
Pennsylvania
$3K -$7.8K -300 -71%
AIS
1046
Accurate Investment Solutions
Pennsylvania
$3K
RBC
1047
Roble Belko & Company
Pennsylvania
$3K
VNA
1048
Valley National Advisers
Pennsylvania
$3K
Financial Engines Advisors
1049
Financial Engines Advisors
California
$3K +$3.38K +130 New
NCM
1050
Nelson Capital Management
California
$3K +$3.38K +130 New

AVGO Hedge Fund Activity: Q4 2017 in Review

1,064 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2017, worth a combined $94.5B — up 6.3% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new AVGO positions and 67 closed out — a net gain of 110 holders — while 394 added to existing stakes and 384 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.29B. The largest seller was Lone Pine Capital, cutting an estimated $683M.

  • 1,064 institutional investors held Broadcom (AVGO) as of Q4 2017, up from 963 in Q3 2017.
  • Funds reported $94.5B of Broadcom stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 177 funds opened new Broadcom positions in Q4 2017 and 67 closed out, a net change of +110 holders.
  • The largest Broadcom buyer in Q4 2017 was T. Rowe Price Associates, an estimated $1.29B added.
  • The largest Broadcom seller in Q4 2017 was Lone Pine Capital, an estimated $683M sold.

Based on aggregated 13F filings for Q4 2017.