We are live on ! Find out more
AVGO icon

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
SB
176
Suntrust Banks
Georgia
$33.3M +$2.56M +104,510 +8%
LCM
177
Logan Capital Management
Pennsylvania
$32.8M -$2.39M -97,400 -7%
KFC
178
Klingenstein Fields & Co
New York
$32.8M +$1.02M +41,720 +3%
TG
179
TCW Group
California
$32M -$719K -29,310 -2%
CCM
180
Criterion Capital Management
California
$31.8M -$79.6M -3,246,410 -71%
BGCP
181
Bristol Gate Capital Partners
Ontario, Canada
$31M -$565K -23,050 -2%
BWCA
182
Brenner West Capital Advisors
New York
$30.6M -$8.25M -336,290 -21%
CAM
183
Contour Asset Management
New York
$30.6M -$23.3M -951,390 -43%
TCM
184
Tekne Capital Management
New York
$30.3M +$2.68M +109,400 +10%
ERSOT
185
Employees Retirement System of Texas
Texas
$29.4M -$2.94M -120,000 -9%
SOMRS
186
State of Michigan Retirement System
Michigan
$28.8M -$490K -20,000 -2%
MDSL
187
M.D. Sass LLC
New York
$28.4M -$3.22M -131,420 -10%
ZIC
188
ZWJ Investment Counsel
Georgia
$28.3M +$1.34M +54,720 +5%
ACM
189
Advisors Capital Management
New Jersey
$28.1M +$1.12M +45,730 +4%
PA
190
Profund Advisors
Maryland
$27.8M -$3.1M -126,320 -10%
FAF
191
Fjarde Ap-fonden
Sweden
$27.8M -$634K -25,860 -2%
Hudson Bay Capital Management
192
Hudson Bay Capital Management
Connecticut
$27.5M +$13.6M +555,390 +96%
Macquarie Group
193
Macquarie Group
Australia
$27.4M +$780K +31,820 +3%
ELI
194
Empire Life Investments
Ontario, Canada
$26.9M +$27.2M +1,108,790 New
GG
195
Gofen & Glossberg
Illinois
$26.8M +$2.1M +85,640 +8%
MCM
196
Moore Capital Management
New York
$26.7M -$53.9M -2,200,000 -67%
LPL Financial
197
LPL Financial
California
$26.5M +$209K +8,510 +0.8%
Axa
198
Axa
France
$26.1M +$1.95M +79,410 +8%
MSL
199
Mackay Shields LLC
New York
$26M +$26.3M +1,073,100 New
AC
200
Asturias Capital
New York
$26M +$503K +20,500 +2%

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.