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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
LPC
26
Lone Pine Capital
Connecticut
$645M +$69.2M +2,747,250 +11%
Morgan Stanley
27
Morgan Stanley
New York
$551M -$75.9M -3,016,130 -11%
WRF
28
Waddell & Reed Financial
Kansas
$480M +$201M +7,977,090 +64%
LAM
29
Lyrical Asset Management
New York
$477M +$17.9M +709,730 +4%
Deutsche Bank
30
Deutsche Bank
Germany
$442M +$171M +6,784,580 +57%
Allianz Asset Management
31
Allianz Asset Management
Germany
$442M -$37.1M -1,473,610 -7%
Wells Fargo
32
Wells Fargo
California
$440M -$65.7M -2,611,480 -12%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$426M +$154M +6,116,200 +51%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$422M +$5.52M +219,190 +1%
Legal & General Group
35
Legal & General Group
United Kingdom
$406M -$27.7M -1,098,590 -6%
SIG
36
Senator Investment Group
New York
$404M +$8.81M +350,000 +2%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$395M -$390M -15,475,610 -48%
SLG
38
Silver Lake Group
California
$381M
Franklin Resources
39
Franklin Resources
California
$346M -$5.34M -212,080 -1%
PP
40
Prudential plc
United Kingdom
$339M +$35.2M +1,398,160 +11%
CCM
41
Cantillon Capital Management
New York
$337M +$60.1M +2,387,150 +20%
Charles Schwab
42
Charles Schwab
California
$333M +$16.2M +642,150 +5%
UBS Group
43
UBS Group
Switzerland
$330M +$3.51M +139,580 +1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$319M +$39.8M +1,580,900 +13%
Swiss National Bank
45
Swiss National Bank
Switzerland
$308M -$48.1M -1,911,000 -13%
SIM
46
SRS Investment Management
New York
$292M +$145M +5,774,670 +87%
TA
47
Teachers Advisors
New York
$287M -$10.1M -399,620 -3%
American Century Companies
48
American Century Companies
Missouri
$281M -$78.6M -3,122,060 -21%
Swedbank
49
Swedbank
Sweden
$273M +$82M +3,258,450 +39%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$268M -$9.66M -383,820 -3%

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.