We are live on ! Find out more
AVGO icon

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
HJGA
51
Hardman Johnston Global Advisors
Connecticut
$262M -$4.88M -199,160 -2%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$261M -$14.5M -591,830 -5%
Barrow, Hanley, Mewhinney & Strauss
53
Barrow, Hanley, Mewhinney & Strauss
Texas
$238M +$2.91M +118,520 +1%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$230M -$4.31M -175,990 -2%
FPA
55
First Pacific Advisors
California
$228M +$231M +9,413,160 New
VVP
56
Vulcan Value Partners
Alabama
$225M +$227M +9,273,940 New
RJA
57
Raymond James & Associates
Florida
$220M +$13M +529,520 +6%
PPA
58
Parametric Portfolio Associates
Washington
$215M +$12.1M +495,240 +6%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$214M +$7.51M +306,470 +4%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$213M +$155M +6,306,320 +254%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$208M -$2.61M -106,390 -1%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$207M -$2.03M -82,870 -1%
AllianceBernstein
63
AllianceBernstein
Tennessee
$183M -$19.3M -788,220 -9%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$182M +$15.3M +625,790 +9%
Federated Hermes
65
Federated Hermes
Pennsylvania
$180M +$1.09M +44,440 +0.6%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$177M -$265M -10,811,380 -60%
USAA
67
United Services Automobile Association
Texas
$175M +$459K +18,720 +0.3%
Citigroup
68
Citigroup
New York
$169M +$85.2M +3,475,240 +100%
Massachusetts Financial Services
69
Massachusetts Financial Services
Massachusetts
$168M -$241M -9,833,550 -59%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$166M +$9.68M +394,770 +6%
Asset Management One
71
Asset Management One
Japan
$161M +$13.8M +560,920 +9%
SMDAM
72
Sumitomo Mitsui DS Asset Management
Japan
$157M +$42.3M +1,725,220 +36%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$155M -$2.87M -117,160 -2%
Principal Financial Group
74
Principal Financial Group
Iowa
$155M -$4.03M -164,410 -3%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155M +$145M +5,920,010 +1,276%

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.