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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
FQ
1101
First Quadrant
California
-$320K -13,580 Closed
GAMA
1102
Graticule Asia Macro Advisors
New York
-$283K -12,000 Closed
VAM
1103
Visionary Asset Management
Texas
-$280K -11,810 Closed
PAS
1104
Park Avenue Securities
New York
-$264K -11,600 Closed
WPP
1105
Whalerock Point Partners
Rhode Island
-$271K -11,500 Closed
NFG
1106
Next Financial Group
Texas
-$267K -11,330 Closed
FWM
1107
Frontier Wealth Management
Missouri
-$233K -9,870 Closed
CG
1108
Caprock Group
Idaho
-$221K -9,370 Closed
IWA
1109
Intercontinental Wealth Advisors
Texas
-$211K -8,960 Closed
SC
1110
Savant Capital
Illinois
-$211K -8,940 Closed
CWM
1111
Chesapeake Wealth Management
Virginia
-$209K -8,890 Closed
CWM
1112
Circle Wealth Management
New Jersey
-$207K -8,780 Closed
DCM
1113
Donaldson Capital Management
Indiana
-$203K -8,630 Closed
HCM
1114
Highlander Capital Management
New Jersey
-$196K -8,500 Closed
IIC
1115
Integrated Investment Consultants
Michigan
-$198K -8,420 Closed
WB
1116
Webster Bank
Connecticut
-$198K -8,410 Closed
PGA
1117
Premia Global Advisors
Florida
-$181K -7,710 Closed
IBOK
1118
Independence Bank of Kentucky
Kentucky
-$180K -7,640 Closed
C
1119
Cerebellum
California
-$177K -7,490 Closed
AIP
1120
Almanack Investment Partners
Pennsylvania
-$170K -7,230 Closed
EF
1121
Empirical Finance
Pennsylvania
-$204K -6,770 Closed
CIP
1122
Convergence Investment Partners
Florida
-$153K -6,500 Closed
HFM
1123
Harvest Fund Management
China
-$152K -6,460 Closed
PHK
1124
Point72 Hong Kong
Hong Kong
-$143K -6,070 Closed
AP
1125
Advisors Preferred
Maryland
-$142K -6,010 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.