We are live on ! Find out more
AVGO icon

Broadcom

1,297 hedge funds and large institutions have $78.5B invested in Broadcom in 2020 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 590 increasing their positions, 474 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 474

4% less funds holding

Funds holding: 1,3521,297 (-55)

5.9% less ownership

Funds ownership: 835.91%830% (-5.9%)

16% less funds holding in top 10

Funds holding in top 10: 6454 (-10)

22% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 176

25% less capital invested

Capital invested by funds: $105B → $78.5B (-$26.6B)

32% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.99B

Holders
1,297
Holders Change
-55
Holders Change %
-4.07%
% of All Funds
28.58%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
1.19%
New
137
Increased
590
Reduced
474
Closed
176
Calls
$1.36B
Puts
$1.99B
Net Calls
-$627M
Net Calls Change
+$761M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$425M +$300M +10,648,370 +146%
Charles Schwab
27
Charles Schwab
California
$416M -$7.16M -254,140 -1%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$392M +$8.61M +305,560 +2%
Jennison Associates
29
Jennison Associates
New York
$388M -$305M -10,827,200 -40%
FPA
30
First Pacific Advisors
California
$379M +$37.8M +1,341,320 +9%
Swiss National Bank
31
Swiss National Bank
Switzerland
$369M +$80.6M +2,862,000 +23%
Goldman Sachs
32
Goldman Sachs
New York
$348M -$226M -8,027,730 -35%
UBS Group
33
UBS Group
Switzerland
$345M -$59.1M -2,097,530 -13%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$327M -$14.9M -528,100 -4%
Allianz Asset Management
35
Allianz Asset Management
Germany
$314M -$144M -5,120,720 -28%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$311M +$72.9M +2,587,530 +25%
EIP
37
Epoch Investment Partners
New York
$301M +$104M +3,680,160 +41%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$297M +$52.2M +1,854,110 +17%
CCM
39
Cantillon Capital Management
New York
$276M -$412K -14,630 -0.1%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$266M -$359K -12,740 -0.1%
AllianceBernstein
41
AllianceBernstein
Tennessee
$260M -$172M -6,114,970 -36%
PPA
42
Parametric Portfolio Associates
Washington
$254M -$15.8M -559,380 -5%
TIM
43
Thornburg Investment Management
New Mexico
$237M +$1.03M +36,550 +0.4%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$226M +$30.2M +1,070,600 +13%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$223M -$16.7M -593,010 -6%
American Century Companies
46
American Century Companies
Missouri
$222M -$70.3M -2,495,230 -21%
First Trust Advisors
47
First Trust Advisors
Illinois
$218M +$17.7M +627,010 +7%
AIG
48
American International Group
New York
$210M +$201M +7,121,750 +408%
Deutsche Bank
49
Deutsche Bank
Germany
$210M +$50.9M +1,804,960 +26%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$208M +$2.93M +103,940 +1%

AVGO Hedge Fund Activity: Q1 2020 in Review

1,297 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2020, worth a combined $78.5B — down 25% from $105B a quarter earlier.

Sellers outnumbered buyers: 176 funds closed out of AVGO and 137 opened new positions — a net loss of 39 holders — while 474 trimmed existing stakes and 590 added.

The largest buyer was Capital International Investors, adding an estimated $1.37B. The largest seller was Capital World Investors, cutting an estimated $1.48B.

  • 1,297 institutional investors held Broadcom (AVGO) as of Q1 2020, down from 1,352 in Q4 2019.
  • Funds reported $78.5B of Broadcom stock for Q1 2020, down 25% quarter-over-quarter.
  • 137 funds opened new Broadcom positions in Q1 2020 and 176 closed out, a net change of -39 holders.
  • The largest Broadcom buyer in Q1 2020 was Capital International Investors, an estimated $1.37B added.
  • The largest Broadcom seller in Q1 2020 was Capital World Investors, an estimated $1.48B sold.

Based on aggregated 13F filings for Q1 2020.