Broadcom
AVGO
413 hedge funds and large institutions have $13.9B invested in Broadcom in 2014 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 127 reducing their positions, and 47 closing their positions.
115% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 47
20% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 127
15% more funds holding
Funds holding: 359 → 413 (+54)
14% more capital invested
Capital invested by funds: $12.2B → $13.9B (+$1.68B)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
30% less call options, than puts
Call options by funds: $35.3M | Put options by funds: $50.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$345M |
| 2 |
Coatue Management
New York
|
+$282M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$247M |
| 4 |
JP Morgan Chase
New York
|
+$238M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$757M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$177M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
-$165M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$126M |
| 5 |
SC
Sculptor Capital
New York
|
-$93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
451
Virtu Financial
New York
| – | -$268K | -41,680 | Closed |
|
|
BIG
452
Blackthorn Investment Group
Overland Park,
Kansas
| – | -$260K | -40,400 | Closed |
|
|
PAG
453
Private Advisor Group
Morristown,
New Jersey
| – | -$221K | -34,350 | Closed |
|
454
Group One Trading
Chicago,
Illinois
| – | -$221K | -33,000 | Closed |
|
|
SEC
455
Seven Eight Capital
New York
| – | -$209K | -32,530 | Closed |
|
456
Walleye Trading
New York
| – | -$217K | -32,320 | Closed |
|
|
HR
457
Howe & Rusling
Rochester,
New York
| – | -$121K | -18,820 | Closed |
|
|
FMA
458
FNY Managed Accounts
New York
| – | -$97K | -15,000 | Closed |
|
|
SSB
459
Sandy Spring Bank
Olney,
Maryland
| – | -$45K | -7,040 | Closed |
|
|
CFG
460
CKW Financial Group
Honolulu,
Hawaii
| – | -$7K | -1,040 | Closed |
|
AVGO Hedge Fund Activity: Q2 2014 in Review
413 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2014, worth a combined $13.9B — up 14% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new AVGO positions and 47 closed out — a net gain of 54 holders — while 152 added to existing stakes and 127 trimmed.
The largest buyer was State Street, adding an estimated $345M. The largest seller was T. Rowe Price Associates, cutting an estimated $757M.
- 413 institutional investors held Broadcom (AVGO) as of Q2 2014, up from 359 in Q1 2014.
- Funds reported $13.9B of Broadcom stock for Q2 2014, up 14% quarter-over-quarter.
- 101 funds opened new Broadcom positions in Q2 2014 and 47 closed out, a net change of +54 holders.
- The largest Broadcom buyer in Q2 2014 was State Street, an estimated $345M added.
- The largest Broadcom seller in Q2 2014 was T. Rowe Price Associates, an estimated $757M sold.
Based on aggregated 13F filings for Q2 2014.