Broadcom
AVGO
1,021 hedge funds and large institutions have $88.3B invested in Broadcom in 2018 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 406 increasing their positions, 374 reducing their positions, and 138 closing their positions.
10.65% more ownership
Funds ownership: 853.95% → 864.59% (+11%)
6% more funds holding in top 10
Funds holding in top 10: 50 → 53 (+3)
9% more repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 374
3% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 138
0% more call options, than puts
Call options by funds: $1.74B | Put options by funds: $1.74B
1% less funds holding
Funds holding: 1,028 → 1,021 (-7)
1% less capital invested
Capital invested by funds: $89.2B → $88.3B (-$895M)
Top Buyers
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.29B |
| 2 |
JP Morgan Chase
New York
|
-$1.63B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$1.44B |
| 4 |
Jennison Associates
New York
|
-$550M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$439M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
1151
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$6K | -250 | Closed |
|
|
KL
1152
KWMG LLC
Overland Park,
Kansas
| – | -$4K | -150 | Closed |
|
|
VNA
1153
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$3K | -110 | Closed |
|
|
AIS
1154
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$2K | -100 | Closed |
|
|
HCM
1155
Hilton Capital Management
Garden City,
New York
| – | -$2K | -70 | Closed |
|
|
TIM
1156
Tortoise Investment Management
White Plains,
New York
| – | -$2K | -70 | Closed |
|
|
NSB
1157
Norway Savings Bank
Portland,
Maine
| – | -$224 | -10 | -33% |
|
1158
Fidelity International
Hamilton,
Bermuda
| – | +$224 | +10 | New |
|
AVGO Hedge Fund Activity: Q3 2018 in Review
1,021 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2018, worth a combined $88.3B — down 1% from $89.2B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new AVGO positions and 138 closed out — a net gain of 4 holders — while 406 added to existing stakes and 374 trimmed.
The largest buyer was Capital International Investors, adding an estimated $5.15B. The largest seller was T. Rowe Price Associates, cutting an estimated $3.29B.
- 1,021 institutional investors held Broadcom (AVGO) as of Q3 2018, down from 1,028 in Q2 2018.
- Funds reported $88.3B of Broadcom stock for Q3 2018, down 1% quarter-over-quarter.
- 142 funds opened new Broadcom positions in Q3 2018 and 138 closed out, a net change of +4 holders.
- The largest Broadcom buyer in Q3 2018 was Capital International Investors, an estimated $5.15B added.
- The largest Broadcom seller in Q3 2018 was T. Rowe Price Associates, an estimated $3.29B sold.
Based on aggregated 13F filings for Q3 2018.