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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
WAS
1051
Winch Advisory Services
Wisconsin
$2K -$1.3K -50 -45%
TIM
1052
Tortoise Investment Management
New York
$2K
AWA
1053
Acorn Wealth Advisors
Michigan
$2K +$2.08K +80 New
CB
1054
CNB Bank
Pennsylvania
$2K +$2.08K +80 New
TSW
1055
Thompson Siegel & Walmsley
Virginia
$1K -$780 -30 -50%
BWA
1056
Burt Wealth Advisors
Maryland
$1K
PCFFS
1057
Pacific Center for Financial Services
California
$1K
WAP
1058
Wealthcare Advisory Partners
Pennsylvania
$1K +$520 +20 New
AWM
1059
Aevitas Wealth Management
Massachusetts
$1K +$780 +30 New
SWP
1060
Strategic Wealth Partners
Ohio
$1K +$780 +30 New
MGIA
1061
Moneta Group Investment Advisors
Missouri
$1K +$1.04K +40 New
CCT
1062
Capital City Trust
Florida
$956 -$32.2K -1,240 -3%
PCG
1063
Private Capital Group
Connecticut
$414 +$419K +16,110 New
Kovitz Investment Group Partners
1064
Kovitz Investment Group Partners
Illinois
$257
NFA
1065
Nationwide Fund Advisors
Ohio
-$78.1M -3,218,800 Closed
DP
1066
DSAM Partners
United Kingdom
-$28.2M -1,162,960 Closed
ZDA
1067
Zweig-DiMenna Associates
New York
-$21.4M -882,880 Closed
TM
1068
Tiger Management
New York
-$19.5M -804,000 Closed
AIA
1069
Avalon Investment & Advisory
Texas
-$15.5M -637,530 Closed
CTI
1070
Community Trust & Investment
Kentucky
-$14.2M -585,150 Closed
GCP
1071
Garelick Capital Partners
Massachusetts
-$8.59M -353,990 Closed
UFF
1072
USA Financial Formulas
Michigan
-$6.65M -274,190 Closed
WBC
1073
Westpac Banking Corp
Australia
-$6.29M -259,420 Closed
LA
1074
Leonetti & Associates
Illinois
-$5.71M -235,360 Closed
GL
1075
GLG LLC
New York
-$5.03M -207,520 Closed

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.