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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
FANJ
1076
Financial Architects (New Jersey)
New Jersey
-$524K -20,810 Closed
PCM
1077
Prelude Capital Management
New York
-$520K -20,640 Closed
LC
1078
Lourd Capital
California
-$527K -20,500 Closed
BAC
1079
Boys Arnold & Co
North Carolina
-$526K -20,470 Closed
HAI
1080
Hennessy Advisors Inc
California
-$524K -20,400 Closed
CAMG
1081
CWA Asset Management Group
Florida
-$505K -19,670 Closed
EGA
1082
E&G Advisors
Texas
-$501K -19,500 Closed
GCM
1083
Gator Capital Management
Florida
-$488K -19,000 Closed
PC
1084
Passport Capital
California
-$470K -18,310 Closed
BTW
1085
Boston Trust Walden
Massachusetts
-$455K -17,710 Closed
CAN
1086
Claraphi Advisory Network
United States
-$440K -17,120 Closed
EMG
1087
Ellington Management Group
Connecticut
-$437K -17,000 Closed
IP
1088
Intellectus Partners
California
-$432K -16,810 Closed
VCWA
1089
Vanguard Capital Wealth Advisors
Colorado
-$430K -16,740 Closed
LNC
1090
Lincoln National Corp
Pennsylvania
-$421K -16,370 Closed
AAP
1091
Aristotle Atlantic Partners
Florida
-$419K -16,300 Closed
TIAAOA
1092
Teachers Insurance & Annuity Association of America
New York
-$410K -15,980 Closed
CAN
1093
Cetera Advisor Networks
California
-$369K -14,370 Closed
ACM
1094
AUA Capital Management
Pennsylvania
-$360K -14,000 Closed
IIM
1095
Intact Investment Management
Quebec, Canada
-$360K -14,000 Closed
KWM
1096
Kingsview Wealth Management
Oregon
-$349K -13,570 Closed
IP
1097
Investment Partners
Ohio
-$347K -13,520 Closed
BBHC
1098
Brown Brothers Harriman & Co
New York
-$334K -13,010 Closed
RT
1099
Rockland Trust
Massachusetts
-$329K -12,790 Closed
LA
1100
Lucus Advisors
New York
-$325K -12,660 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.