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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 %
TIM
1051
Tortoise Investment Management
New York
$2K – – –
AWA
1052
Acorn Wealth Advisors
Michigan
$2K +$2K +80 New
CB
1053
CNB Bank
Pennsylvania
$2K +$2K +80 New
TSW
1054
Thompson Siegel & Walmsley
Virginia
$1K -$1K -30 -50%
BWA
1055
Burt Wealth Advisors
Maryland
$1K – – –
PCFFS
1056
Pacific Center for Financial Services
California
$1K – – –
WAP
1057
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +20 New
SWP
1058
Strategic Wealth Partners
Ohio
$1K +$1K +30 New
AWM
1059
Aevitas Wealth Management
Massachusetts
$1K +$1K +30 New
MGIA
1060
Moneta Group Investment Advisors
Missouri
$1K +$1K +40 New
CCT
1061
Capital City Trust
Florida
$956 -$32 -1,240 -3%
PCG
1062
Private Capital Group
Connecticut
$414 +$414 +16,110 New
Kovitz Investment Group Partners
1063
Kovitz Investment Group Partners
Illinois
$257 – – –
NFA
1064
Nationwide Fund Advisors
Ohio
– -$78.1M -3,218,800 Closed
DP
1065
DSAM Partners
United Kingdom
– -$28.2M -1,162,960 Closed
ZDA
1066
Zweig-DiMenna Associates
New York
– -$21.4M -882,880 Closed
TM
1067
Tiger Management
New York
– -$19.5M -804,000 Closed
AIA
1068
Avalon Investment & Advisory
Texas
– -$15.5M -637,530 Closed
CTI
1069
Community Trust & Investment
Kentucky
– -$14.2M -585,150 Closed
GCP
1070
Garelick Capital Partners
Massachusetts
– -$8.59M -353,990 Closed
UFF
1071
USA Financial Formulas
Michigan
– -$6.65M -274,190 Closed
WBC
1072
Westpac Banking Corp
Australia
– -$6.29M -259,420 Closed
LA
1073
Leonetti & Associates
Illinois
– -$5.71M -235,360 Closed
GL
1074
GLG LLC
New York
– -$5.03M -207,520 Closed
NLI
1075
Nippon Life Insurance
Japan
– -$4.35M -179,270 Closed
41 42
43
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