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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
PGWM
1151
Parisi Gray Wealth Management
New Jersey
-$21K -770 Closed
AIL
1152
AGF Investments LLC
Ontario, Canada
-$20K -760 Closed
SPI
1153
Santori & Peters Inc
Pennsylvania
-$17K -750 Closed
QAM
1154
QCI Asset Management
New York
-$15K -600 Closed
FFG
1155
Ford Financial Group
California
-$16K -590 Closed
ME
1156
McIlrath & Eck
Washington
-$14K -560 Closed
NIM
1157
NuWave Investment Management
New Jersey
-$9K -360 Closed
PK
1158
Pflug Koory
Nebraska
-$9K -350 Closed
MCM
1159
MV Capital Management
Maryland
-$9K -340 Closed
CT
1160
Clearstead Trust
Maine
-$7K -280 Closed
PWM
1161
Paulson Wealth Management
Illinois
-$6K -240 Closed
THWM
1162
Taylor Hoffman Wealth Management
Virginia
-$5K -180 Closed
PCIA
1163
Prime Capital Investment Advisors
Kansas
-$4K -160 Closed
Financial Engines Advisors
1164
Financial Engines Advisors
California
-$3K -130 Closed
NCM
1165
Nelson Capital Management
California
-$3K -130 Closed
RBC
1166
Roble Belko & Company
Pennsylvania
-$3K -110 Closed
CB
1167
CNB Bank
Pennsylvania
-$2K -80 Closed
WAS
1168
Winch Advisory Services
Wisconsin
-$2K -60 Closed
SWP
1169
Strategic Wealth Partners
Ohio
-$1K -30 Closed
TSW
1170
Thompson Siegel & Walmsley
Virginia
-$1K -30 Closed
WAP
1171
Wealthcare Advisory Partners
Pennsylvania
-$1K -20 Closed
CTB
1172
Country Trust Bank
Illinois
+$504 +20 New

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.