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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
CPM
176
Crescent Park Management
California
$36.4M -$9.72M -385,900 -20%
IIM
177
Ivory Investment Management
New York
$34.9M -$2.38M -94,470 -6%
LCM
178
Logan Capital Management
Pennsylvania
$34.2M -$693K -27,530 -2%
William Blair Investment Management
179
William Blair Investment Management
Illinois
$34M -$8.67M -344,170 -19%
GKIM
180
GW&K Investment Management
Massachusetts
$33.7M +$36M +1,430,080 New
MSE
181
MUFG Securities EMEA
United Kingdom
$32M
TG
182
TCW Group
California
$31.8M -$631K -25,080 -2%
CWM
183
CIBC World Markets
New York
$31.8M +$4.47M +177,470 +15%
BA
184
Boston Advisors
Massachusetts
$31.5M +$1.96M +77,760 +6%
ERSOT
185
Employees Retirement System of Texas
Texas
$31.4M -$101K -4,000 -0.3%
KFC
186
Klingenstein Fields & Co
New York
$30.9M +$165K +6,560 +0.5%
MDSL
187
M.D. Sass LLC
New York
$30.7M +$32.8M +1,303,770 New
BGCP
188
Bristol Gate Capital Partners
Ontario, Canada
$30.7M +$1.2M +47,540 +4%
PA
189
Profund Advisors
Maryland
$30M +$1.24M +49,400 +4%
SB
190
Suntrust Banks
Georgia
$29.9M +$4.7M +186,810 +17%
SOMRS
191
State of Michigan Retirement System
Michigan
$28.5M +$428K +17,000 +1%
OAM
192
Origin Asset Management
United Kingdom
$28.4M -$7.63M -303,000 -20%
SW
193
SVB Wealth
Massachusetts
$28.2M -$127K -5,060 -0.4%
TRSOTSOK
194
Teachers Retirement System of the State of Kentucky
Kentucky
$27.8M -$24.2M -960,000 -45%
FAF
195
Fjarde Ap-fonden
Sweden
$27.6M +$519K +20,630 +2%
Marshall Wace
196
Marshall Wace
United Kingdom
$26.9M +$24.8M +985,230 +636%
TCM
197
Tekne Capital Management
New York
$26.9M +$28.7M +1,139,860 New
ZIC
198
ZWJ Investment Counsel
Georgia
$26.2M +$471K +18,720 +2%
ACM
199
Advisors Capital Management
New Jersey
$26.2M +$1.58M +62,760 +6%
Macquarie Group
200
Macquarie Group
Australia
$25.8M +$14.5M +576,460 +111%

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.