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Broadcom

1,128 hedge funds and large institutions have $87.2B invested in Broadcom in 2018 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 386 increasing their positions, 417 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 92

28% more funds holding in top 10

Funds holding in top 10: 5368 (+15)

10% more funds holding

Funds holding: 1,0211,128 (+107)

8% more call options, than puts

Call options by funds: $2.31B | Put options by funds: $2.13B

1% less capital invested

Capital invested by funds: $88.3B → $87.2B (-$1.08B)

7% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 417

17.04% less ownership

Funds ownership: 864.59%847.56% (-17%)

Holders
1,128
Holders Change
+107
Holders Change %
+10.48%
% of All Funds
25.13%
Holding in Top 10
68
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+28.3%
% of All Funds
1.52%
New
211
Increased
386
Reduced
417
Closed
92
Calls
$2.31B
Puts
$2.13B
Net Calls
+$177M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
PIP
76
Permian Investment Partners
Texas
$136M +$60.1M +2,547,640 +91%
AIM
77
Artemis Investment Management
United Kingdom
$136M +$22.9M +968,840 +22%
TGHSA
78
TPG Group Holdings (SBS) Advisors
Texas
$125M +$8.87M +375,750 +8%
Citadel Advisors
79
Citadel Advisors
Florida
$124M -$177M -7,520,890 -61%
Prudential Financial
80
Prudential Financial
New Jersey
$123M +$5.68M +240,680 +5%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$121M +$76M +3,218,230 +210%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$120M +$17.6M +744,410 +19%
Aviva
83
Aviva
United Kingdom
$120M -$20M -848,770 -15%
SO
84
STRS Ohio
Ohio
$116M +$4.51M +190,950 +4%
WRF
85
Waddell & Reed Financial
Kansas
$116M -$31.4M -1,332,370 -23%
National Pension Service
86
National Pension Service
South Korea
$111M +$5.24M +222,230 +6%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$108M -$61.9M -2,624,890 -38%
CI Investments Inc
88
CI Investments Inc
Ontario, Canada
$103M +$50.7M +2,148,470 +113%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$98.5M -$20.9M -887,370 -19%
VM
90
Valinor Management
New York
$98.3M -$43.1M -1,826,440 -32%
Stifel Financial
91
Stifel Financial
Missouri
$95.9M +$5.02M +212,590 +6%
Lord, Abbett & Co
92
Lord, Abbett & Co
New Jersey
$95.5M +$31.7M +1,342,000 +56%
FMI
93
Factory Mutual Insurance
Massachusetts
$94.9M +$7.2M +305,000 +9%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$94.4M +$26M +1,100,000 +42%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$94.4M +$5.58M +236,390 +7%
Franklin Resources
96
Franklin Resources
California
$91.9M -$12.9M -546,990 -13%
Canada Life
97
Canada Life
Manitoba, Canada
$91.5M +$8.88M +376,330 +11%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$91.1M +$6.85M +290,310 +9%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$89.5M +$5.33M +226,000 +7%
ProShare Advisors
100
ProShare Advisors
Maryland
$88.8M +$12.7M +539,270 +18%

AVGO Hedge Fund Activity: Q4 2018 in Review

1,128 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2018, worth a combined $87.2B — down 1.2% from $88.3B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new AVGO positions and 92 closed out — a net gain of 119 holders — while 386 added to existing stakes and 417 trimmed.

The largest buyer was Capital World Investors, adding an estimated $999M. The largest seller was Wellington Management Group, cutting an estimated $645M.

  • 1,128 institutional investors held Broadcom (AVGO) as of Q4 2018, up from 1,021 in Q3 2018.
  • Funds reported $87.2B of Broadcom stock for Q4 2018, down 1.2% quarter-over-quarter.
  • 211 funds opened new Broadcom positions in Q4 2018 and 92 closed out, a net change of +119 holders.
  • The largest Broadcom buyer in Q4 2018 was Capital World Investors, an estimated $999M added.
  • The largest Broadcom seller in Q4 2018 was Wellington Management Group, an estimated $645M sold.

Based on aggregated 13F filings for Q4 2018.