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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
NL
1101
NWAM LLC
Washington
-$320K -12,450 Closed
RC
1102
RegentAtlantic Capital
New Jersey
-$320K -12,450 Closed
AL
1103
AJO LP
Pennsylvania
-$308K -11,980 Closed
NP
1104
Ninepoint Partners
Ontario, Canada
-$303K -11,800 Closed
Verition Fund Management
1105
Verition Fund Management
Connecticut
-$276K -10,750 Closed
VFA
1106
Voya Financial Advisors
Connecticut
-$279K -10,710 Closed
AGM
1107
Alpine Global Management
New York
-$274K -10,660 Closed
KA
1108
Kovack Advisors
Florida
-$219K -10,180 Closed
BO
1109
Bach Option
Hong Kong
-$259K -10,090 Closed
IH
1110
IFC Holdings
Florida
-$258K -10,050 Closed
HM
1111
Harvest Management
New York
-$257K -10,000 Closed
Kovitz Investment Group Partners
1112
Kovitz Investment Group Partners
Illinois
-$257 -10,000 Closed
BL
1113
BFSG LLC
California
-$252K -9,810 Closed
BFA
1114
Bragg Financial Advisors
North Carolina
-$243K -9,450 Closed
CC
1115
Cedar Capital
Illinois
-$236K -9,180 Closed
IR
1116
Invictus RG
Bermuda
-$230K -8,940 Closed
BJL
1117
Brighton Jones LLC
Washington
-$228K -8,880 Closed
SMFS
1118
Squar Milner Financial Services
California
-$216K -8,810 Closed
CC
1119
Courier Capital
New York
-$218K -8,500 Closed
FMBTD
1120
First Midwest Bank Trust Division
Illinois
-$214K -8,320 Closed
AA
1121
Altman Advisors
Illinois
-$213K -8,300 Closed
JFGLC
1122
Johnson Financial Group LLC (Colorado)
Colorado
-$209K -8,150 Closed
AFP
1123
Ausdal Financial Partners
Iowa
-$209K -8,130 Closed
NFA
1124
Nuveen Fund Advisors
Illinois
-$207K -8,060 Closed
NRS
1125
Neville Rodie & Shaw
New York
-$206K -8,000 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.