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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
LAM
26
Lyrical Asset Management
New York
$494M +$2.59M +105,580 +0.5%
SLG
27
Silver Lake Group
California
$476M +$84.5M +3,447,610 +21%
Morgan Stanley
28
Morgan Stanley
New York
$470M -$98.3M -4,010,530 -17%
WRF
29
Waddell & Reed Financial
Kansas
$469M -$25M -1,017,830 -5%
FAM
30
Fred Alger Management
New York
$463M +$468M +19,086,990 New
Wells Fargo
31
Wells Fargo
California
$432M -$20.9M -850,950 -5%
UBS AM
32
UBS AM
Illinois
$425M +$419M +17,077,400 +3,955%
Legal & General Group
33
Legal & General Group
United Kingdom
$419M +$949K +38,720 +0.2%
Deutsche Bank
34
Deutsche Bank
Germany
$385M -$71.2M -2,902,230 -15%
Citadel Advisors
35
Citadel Advisors
Florida
$384M -$446M -18,188,390 -53%
Charles Schwab
36
Charles Schwab
California
$357M +$14.1M +576,560 +4%
PP
37
Prudential plc
United Kingdom
$357M +$7.17M +292,370 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$356M +$27.9M +1,138,280 +8%
UBS Group
39
UBS Group
Switzerland
$339M -$444K -18,120 -0.1%
CCM
40
Cantillon Capital Management
New York
$338M -$9.28M -378,650 -3%
Ninety One (UK)
41
Ninety One (UK)
United Kingdom
$330M +$333M +13,600,620 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$329M +$11.7M +476,000 +4%
American Century Companies
43
American Century Companies
Missouri
$320M +$31.2M +1,270,630 +11%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$316M +$319M +13,005,780 New
Swedbank
45
Swedbank
Sweden
$306M +$25.8M +1,053,360 +9%
TA
46
Teachers Advisors
New York
$304M +$8.88M +362,130 +3%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$303M +$307M +12,507,290 New
SIM
48
SRS Investment Management
New York
$303M +$3.12M +127,070 +1%
Artisan Partners
49
Artisan Partners
Wisconsin
$291M +$294M +11,978,830 New
Franklin Resources
50
Franklin Resources
California
$288M -$68.9M -2,810,470 -19%

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.