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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
Cerity Partners
1026
Cerity Partners
New York
-$2.19M -85,090 Closed
VIA
1027
Virtus Investment Advisers
Connecticut
-$2.15M -83,830 Closed
MUAMU
1028
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$2.06M -80,000 Closed
WCA
1029
Waratah Capital Advisors
Ontario, Canada
-$2.05M -79,870 Closed
IWA
1030
IBEX Wealth Advisors
New Jersey
-$2.15M -78,950 Closed
GIA
1031
Granite Investment Advisors
New Hampshire
-$1.95M -75,940 Closed
UOC
1032
UBS O'Connor
Illinois
-$1.93M -75,000 Closed
BLA
1033
Balter Liquid Alternatives
Massachusetts
-$1.86M -72,370 Closed
EP
1034
Elkfork Partners
Oregon
-$1.83M -71,280 Closed
AIM
1035
Allen Investment Management
New York
-$1.82M -70,900 Closed
EA
1036
Emerald Advisers
Pennsylvania
-$1.8M -70,060 Closed
TAM
1037
Tiverton Asset Management
Delaware
-$1.75M -68,300 Closed
LNWWM
1038
Laird Norton Wetherby Wealth Management
California
-$1.64M -63,990 Closed
BA
1039
Bristol Advisors
Pennsylvania
-$1.62M -63,000 Closed
AI
1040
Atria Investments
North Carolina
-$1.59M -61,900 Closed
DS
1041
DRW Securities
Illinois
-$1.46M -56,880 Closed
ACM
1042
Ativo Capital Management
Illinois
-$1.42M -55,300 Closed
TAM
1043
Tyers Asset Management
Texas
-$1.33M -51,840 Closed
CMG
1044
Cavalry Management Group
California
-$1.32M -51,300 Closed
FAAS
1045
First Allied Advisory Services
California
-$1.29M -49,930 Closed
RCM
1046
Riverhead Capital Management
Delaware
-$1.26M -48,930 Closed
GP
1047
Geneva Partners
Wisconsin
-$1.16M -45,250 Closed
BCM
1048
Bayesian Capital Management
New York
-$1.13M -44,000 Closed
SM
1049
Sciencast Management
New Jersey
-$1.15M -43,730 Closed
CF
1050
Centaurus Financial
California
-$1.11M -43,220 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.