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Broadcom

1,353 hedge funds and large institutions have $105B invested in Broadcom in 2019 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 569 increasing their positions, 442 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 68

52% more funds holding in top 10

Funds holding in top 10: 4264 (+22)

29% more repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 442

14% more capital invested

Capital invested by funds: $92.5B → $105B (+$12.5B)

10% more funds holding

Funds holding: 1,2341,353 (+119)

8.76% less ownership

Funds ownership: 844.67%835.91% (-8.8%)

42% less call options, than puts

Call options by funds: $1.89B | Put options by funds: $3.28B

Holders
1,353
Holders Change
+119
Holders Change %
+9.64%
% of All Funds
26.65%
Holding in Top 10
64
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+52.38%
% of All Funds
1.26%
New
204
Increased
569
Reduced
442
Closed
68
Calls
$1.89B
Puts
$3.28B
Net Calls
-$1.39B
Net Calls Change
-$344M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$580M -$57.9M -1,906,950 -9%
Charles Schwab
27
Charles Schwab
California
$563M +$27.4M +903,000 +5%
AllianceBernstein
28
AllianceBernstein
Tennessee
$539M -$55.6M -1,831,500 -10%
UBS Group
29
UBS Group
Switzerland
$527M +$16M +527,530 +3%
Morgan Stanley
30
Morgan Stanley
New York
$515M +$76.2M +2,509,140 +18%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$512M +$14.6M +480,900 +3%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$509M +$52M +1,713,730 +12%
FPA
33
First Pacific Advisors
California
$463M -$28.5M -940,280 -6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$453M +$31.1M +1,025,650 +8%
Swiss National Bank
35
Swiss National Bank
Switzerland
$401M -$12.3M -404,000 -3%
American Century Companies
36
American Century Companies
Missouri
$375M -$72.9M -2,402,630 -17%
CCM
37
Cantillon Capital Management
New York
$368M -$7.78M -256,120 -2%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$366M -$26.8M -883,570 -7%
PPA
39
Parametric Portfolio Associates
Washington
$357M +$16.8M +552,740 +5%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$355M -$55.1M -1,815,750 -14%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$337M +$15.6M +513,140 +5%
Ninety One (UK)
42
Ninety One (UK)
United Kingdom
$333M +$166M +5,455,000 +107%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$316M +$36.8M +1,210,540 +14%
TIM
44
Thornburg Investment Management
New Mexico
$314M +$28.4M +933,840 +10%
DZ Bank
45
DZ Bank
Germany
$308M -$76.3M -2,512,550 -20%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$306M -$52.6M -1,733,860 -15%
LAM
47
Lyrical Asset Management
New York
$306M -$143M -4,713,870 -33%
Prudential Financial
48
Prudential Financial
New Jersey
$297M +$57.8M +1,904,300 +25%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$290M +$2.01M +66,190 +0.7%
Barclays
50
Barclays
United Kingdom
$290M -$22.1M -727,440 -7%

AVGO Hedge Fund Activity: Q4 2019 in Review

1,353 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2019, worth a combined $105B — up 14% from $92.5B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new AVGO positions and 68 closed out — a net gain of 136 holders — while 569 added to existing stakes and 442 trimmed.

The largest buyer was Capital International Investors, adding an estimated $634M. The largest seller was Invesco, cutting an estimated $1.02B.

  • 1,353 institutional investors held Broadcom (AVGO) as of Q4 2019, up from 1,234 in Q3 2019.
  • Funds reported $105B of Broadcom stock for Q4 2019, up 14% quarter-over-quarter.
  • 204 funds opened new Broadcom positions in Q4 2019 and 68 closed out, a net change of +136 holders.
  • The largest Broadcom buyer in Q4 2019 was Capital International Investors, an estimated $634M added.
  • The largest Broadcom seller in Q4 2019 was Invesco, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2019.