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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
CANY
1051
Caxton Associates (New York)
New York
-$1.05M -40,740 Closed
HFS
1052
HL Financial Services
Kentucky
-$1.03M -40,120 Closed
YMRC
1053
Yorktown Management & Research Company
Virginia
-$1.03M -40,000 Closed
P
1054
Pitcairn
Pennsylvania
-$1.02M -39,720 Closed
BBCM
1055
Boardman Bay Capital Management
New York
-$969K -37,700 Closed
SBA
1056
Seven Bridges Advisors
New York
-$909K -35,390 Closed
OMC
1057
Old Mission Capital
Illinois
-$905K -35,230 Closed
SWP
1058
Stratos Wealth Partners
Ohio
-$874K -34,020 Closed
HPC
1059
HM Payson & Co
Maine
-$841K -32,730 Closed
MF
1060
Magnetar Financial
Illinois
-$779K -30,340 Closed
SSWM
1061
Sheets Smith Wealth Management
North Carolina
-$757K -29,460 Closed
CCA
1062
Checchi Capital Advisers
California
-$741K -28,850 Closed
BAM
1063
Belpointe Asset Management
Nevada
-$715K -27,830 Closed
JIP
1064
Jaffetilchin Investment Partners
Florida
-$686K -26,690 Closed
ACS
1065
Archford Capital Strategies
Illinois
-$681K -26,500 Closed
MA
1066
MANA Advisors
New York
-$678K -26,400 Closed
SMG
1067
Spectrum Management Group
Indiana
-$667K -25,950 Closed
BHA
1068
Beech Hill Advisors
New York
-$662K -25,750 Closed
WIA
1069
Wealthstreet Investment Advisors
Texas
-$647K -25,200 Closed
1WA
1070
180 Wealth Advisors
Washington
-$631K -24,550 Closed
IIA
1071
IPG Investment Advisors
California
-$623K -24,250 Closed
FMWA
1072
Forvis Mazars Wealth Advisors
Missouri
-$616K -23,990 Closed
SCA
1073
Snowden Capital Advisors
New York
-$613K -23,850 Closed
CA
1074
Cetera Advisors
Colorado
-$611K -23,750 Closed
ADL
1075
Asset Dedication LLC
California
-$565K -22,060 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.