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Broadcom
AVGO

Overview Fund Activity

1,124 hedge funds and large institutions have $87.1B invested in Broadcom in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 386 increasing their positions, 415 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+106
Holders Change %
+10.41%
% of All Funds
25.08%
Holding in Top 10
68
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+28.3%
% of All Funds
1.52%
New
210
Increased
386
Reduced
415
Closed
92
Calls
$2.31B
Puts
$2.13B
Net Calls
+$177M
Net Calls Change
+$172M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.08B
2
Capital International Investors
Capital International Investors
California
+$519M
3
Bank of America
Bank of America
North Carolina
+$394M
4
Millennium Management
Millennium Management
New York
+$163M
5
TIM
Thornburg Investment Management
New Mexico
+$96.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$695M
2
Morgan Stanley
Morgan Stanley
New York
-$573M
3
SLG
Silver Lake Group
California
-$412M
4
VVP
Vulcan Value Partners
Alabama
-$345M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
1026
Glassman Wealth Services
Virginia
$46K +$1.52K +60 +3%
GWMIA
1027
Global Wealth Management Investment Advisory
Florida
$46K +$46K +1,790 New
YWP
1028
YorkBridge Wealth Partners
New York
$45K +$758 +30 +2%
TFO
1029
Tarbox Family Office
California
$45K +$8.34K +330 +23%
WA
1030
WealthTrust-Arizona
Arizona
$43K +$43K +1,690 New
VCM
1031
Vigilant Capital Management
Maine
$42K -$2.52K -100 -6%
CFA
1032
Clarfeld Financial Advisors
New York
$42K +$42K +1,640 New
Winslow Capital Management
1033
Winslow Capital Management
Minnesota
$41K -$1.51K -60 -4%
LWA
1034
Lenox Wealth Advisors
New York
$39K – – –
JCM
1035
Jacobi Capital Management
Pennsylvania
$39K – – –
WCM
1036
WealthBridge Capital Management
Ohio
$39K +$39K +1,540 New
WAP
1037
Wealthcare Advisory Partners
Pennsylvania
$38K – – –
GTAM
1038
Global Trust Asset Management
Florida
$38K – – –
BHWM
1039
Bay Harbor Wealth Management
Maryland
$38K +$38K +1,500 New
WTB
1040
Washington Trust Bank
Washington
$37K – – –
AIA
1041
Alera Investment Advisors
Illinois
$37K +$37K +1,440 New
PCTC
1042
Perkins Coie Trust Company
Washington
$36K – – –
HWA
1043
Heritage Wealth Advisors
Virginia
$36K – – –
KCM
1044
Karp Capital Management
California
$36K +$36K +1,430 New
CA
1045
Claro Advisors
Massachusetts
$33K +$33K +1,320 New
RFA
1046
Reilly Financial Advisors
California
$32K +$252 +10 +0.8%
PA
1047
Perennial Advisors
New York
$32K +$256 +10 +0.8%
AP
1048
Advisors Preferred
Maryland
$32K +$32K +1,240 New
IC
1049
Inscription Capital
Texas
$31K +$31K +1,200 New
RE
1050
RBC Europe
United Kingdom
$25.4K – – –
40 41
42
43 44