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Broadcom

1,028 hedge funds and large institutions have $89.2B invested in Broadcom in 2018 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 347 increasing their positions, 350 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 128

9% more funds holding

Funds holding: 9391,028 (+89)

5% more capital invested

Capital invested by funds: $85.2B → $89.2B (+$4.01B)

1% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 350

10% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.54B

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

26.22% less ownership

Funds ownership: 880.17%853.95% (-26%)

Holders
1,028
Holders Change
+89
Holders Change %
+9.48%
% of All Funds
23.53%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.14%
New
227
Increased
347
Reduced
350
Closed
128
Calls
$1.39B
Puts
$1.54B
Net Calls
-$152M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
1051
Hartford Investment Management Co (HIMCO)
Connecticut
-$19.6M -830,790 Closed
EWA
1052
EP Wealth Advisors
California
-$13.3M -563,790 Closed
ZDA
1053
Zweig-DiMenna Associates
New York
-$12.7M -540,000 Closed
SC
1054
Scotia Capital
Ontario, Canada
-$11.4M -485,390 Closed
OAM
1055
Oxford Asset Management
United Kingdom
-$10.8M -458,360 Closed
SG
1056
Swarthmore Group
Pennsylvania
-$9.66M -409,750 Closed
PWPCM
1057
Perella Weinberg Partners Capital Management
New York
-$7.9M -335,130 Closed
JPC
1058
Jabodon PT Co
Nevada
-$7.74M -328,400 Closed
SGAM
1059
Smith Group Asset Management
Texas
-$7.45M -316,100 Closed
FTIOP
1060
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$6.26M -265,610 Closed
IC
1061
Inverness Counsel
New York
-$5.95M -252,360 Closed
AAP
1062
Ardsley Advisory Partners
Connecticut
-$5.77M -245,000 Closed
MWA
1063
Marshall Wace Asia
Hong Kong
-$4.98M -211,260 Closed
GF
1064
Gabelli Funds
New York
-$4.78M -203,000 Closed
FIM
1065
Freedom Investment Management
Connecticut
-$4.48M -190,100 Closed
FMII
1066
Farmers & Merchants Investments Inc
Nebraska
-$3.86M -163,900 Closed
DCM
1067
Dupont Capital Management
Delaware
-$3.84M -163,010 Closed
SGA
1068
Strategic Global Advisors
California
-$3.83M -162,720 Closed
MIAN
1069
Mariner Independent Advisor Network
Kansas
-$3.15M -133,800 Closed
TCM
1070
Teza Capital Management
Illinois
-$3.06M -130,010 Closed
B
1071
Barings
North Carolina
-$2.9M -122,830 Closed
I
1072
IberiaBank
Louisiana
-$2.83M -120,320 Closed
WMSA
1073
Weiss Multi-Strategy Advisers
New York
-$2.36M -100,000 Closed
GAM
1074
Gotham Asset Management
New York
-$2.29M -97,060 Closed
OAMG
1075
Odey Asset Management Group
United Kingdom
-$2.29M -97,000 Closed

AVGO Hedge Fund Activity: Q2 2018 in Review

1,028 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2018, worth a combined $89.2B — up 4.7% from $85.2B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new AVGO positions and 128 closed out — a net gain of 99 holders — while 347 added to existing stakes and 350 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.21B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $645M sold.

  • 1,028 institutional investors held Broadcom (AVGO) as of Q2 2018, up from 939 in Q1 2018.
  • Funds reported $89.2B of Broadcom stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 227 funds opened new Broadcom positions in Q2 2018 and 128 closed out, a net change of +99 holders.
  • The largest Broadcom buyer in Q2 2018 was Capital Research Global Investors, an estimated $1.21B added.
  • The largest Broadcom seller in Q2 2018 was Lone Pine Capital, an estimated $645M sold.

Based on aggregated 13F filings for Q2 2018.