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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
LW
1126
Linscomb Wealth
Texas
-$203K -7,890 Closed
CWM
1127
Cornerstone Wealth Management
Missouri
-$210K -7,720 Closed
CIBC Private Wealth Group
1128
CIBC Private Wealth Group
Georgia
-$162K -6,310 Closed
BL
1129
Balentine LLC
Georgia
-$161K -6,280 Closed
FPF
1130
FNY Partners Fund
New York
-$154K -6,000 Closed
CHP
1131
Cable Hill Partners
Oregon
-$156K -5,770 Closed
AIM
1132
Advantage Investment Management
Iowa
-$134K -5,220 Closed
TL
1133
TrueWealth LLC
Georgia
-$99K -3,860 Closed
VFA
1134
Valeo Financial Advisors
Indiana
-$91K -3,560 Closed
Loomis, Sayles & Company
1135
Loomis, Sayles & Company
Massachusetts
-$88K -3,410 Closed
LFA
1136
Legacy Financial Advisors
Kentucky
-$86K -3,370 Closed
EWM
1137
Evercore Wealth Management
New York
-$78K -3,030 Closed
VCM
1138
Versant Capital Management
Arizona
-$76K -2,990 Closed
KJWM
1139
Kiley Juergens Wealth Management
Washington
-$69K -2,720 Closed
PG
1140
Patten Group
Tennessee
-$62K -2,430 Closed
JFGIW
1141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$58K -2,250 Closed
KTM
1142
Keeler Thomas Management
Utah
-$44K -1,720 Closed
RIA
1143
RPG Investment Advisory
California
-$44K -1,700 Closed
GWS
1144
Glassman Wealth Services
Virginia
-$39K -1,530 Closed
AFNAS
1145
American Financial Network Advisory Services
California
-$38K -1,460 Closed
First Manhattan
1146
First Manhattan
New York
-$29K -1,140 Closed
CAC
1147
Certified Advisory Corp
Florida
-$27K -1,060 Closed
IUHSA
1148
Itau Unibanco Holding S.A.
Brazil
-$27K -1,040 Closed
CCM
1149
Cribstone Capital Management
Maine
-$25.2K -1,000 -98%
TC
1150
Trust Company
Kansas
-$26K -1,000 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.