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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
CCMW
1126
Cypress Capital Management (Wyoming)
Wyoming
-$112K -4,750 Closed
JT
1127
Jump Trading
Illinois
-$112K -4,750 Closed
BCM
1128
Blume Capital Management
California
-$80K -3,400 Closed
CAW
1129
Cornerstone Advisors (Washington)
Washington
-$71K -3,030 Closed
WTB
1130
Washington Trust Bank
Washington
-$67K -2,830 Closed
HL
1131
Harding Loevner
New Jersey
-$63K -2,670 Closed
OHS
1132
Odey Holdings (Switzerland)
Switzerland
-$61K -2,600 Closed
LNB
1133
Ledyard National Bank
-$59K -2,510 Closed
KF
1134
Krilogy Financial
Missouri
-$49K -2,080 Closed
DBT
1135
Dubuque Bank & Trust
Iowa
-$45K -1,890 Closed
HIIFS
1136
Harel Insurance Investments & Financial Services
Israel
-$37K -1,580 Closed
PFO
1137
Pathstone Family Office
New Jersey
-$33K -1,380 Closed
DSN
1138
D. Scott Neal
Kentucky
-$28K -1,170 Closed
CCA
1139
Clearwater Capital Advisors
Illinois
-$25K -1,040 Closed
FFC
1140
First Financial Corp
Indiana
-$24K -1,000 Closed
FIB
1141
First Interstate Bank
Montana
-$23K -960 Closed
AIS
1142
AlphaOne Investment Services
Pennsylvania
-$21K -900 Closed
SIC
1143
Salem Investment Counselors
North Carolina
-$18K -760 Closed
MCWS
1144
McKinley Carter Wealth Services
West Virginia
-$16K -700 Closed
CIM
1145
Contravisory Investment Management
Massachusetts
-$12K -530 Closed
CA
1146
Centerpoint Advisors
Massachusetts
-$11K -460 Closed
M
1147
MOTCO
Texas
-$8K -350 Closed
WAS
1148
WESPAC Advisors SoCal
California
-$7K -300 Closed
SP
1149
SWS Partners
Ohio
-$5K -210 Closed
TFCM
1150
Taylor Frigon Capital Management
Arizona
-$3K -140 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.