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Broadcom
AVGO

413 hedge funds and large institutions have $13.9B invested in Broadcom in 2014 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 127 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 47

20% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 127

15% more funds holding

Funds holding: 359 → 413 (+54)

14% more capital invested

Capital invested by funds: $12.2B → $13.9B (+$1.68B)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

30% less call options, than puts

Call options by funds: $35.3M | Put options by funds: $50.7M

Holders
413
Holders Change
+54
Holders Change %
+15.04%
% of All Funds
11.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
101
Increased
152
Reduced
127
Closed
47
Calls
$35.3M
Puts
$50.7M
Net Calls
-$15.3M
Net Calls Change
-$8.53M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$345M
2
Coatue Management
Coatue Management
New York
+$282M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$247M
4
JP Morgan Chase
JP Morgan Chase
New York
+$238M
5
Norges Bank
Norges Bank
Norway
+$144M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$757M
2
Boston Partners
Boston Partners
Massachusetts
-$177M
3
MC
Maverick Capital
Texas
-$165M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$126M
5
SC
Sculptor Capital
New York
-$93M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
201
First Western Capital Management
California
$3.08M -$22.8K -3,400 -0.8%
GL
202
GLG LLC
New York
$3.01M – – –
OTPPB
203
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.98M +$2.77M +413,090 New
VAM
204
Visium Asset Management
New York
$2.95M +$2.75M +409,600 New
LG
205
Laidlaw Group
New York
$2.89M -$78.5K -11,700 -3%
LOAMU
206
Lombard Odier Asset Management (USA)
New York
$2.88M -$2.01M -300,000 -43%
PAA
207
Peregrine Asset Advisers
Oregon
$2.64M +$2.46M +366,550 New
3NC
208
300 North Capital
California
$2.62M +$2.44M +363,680 New
PIP
209
Perennial Investment Partners
Australia
$2.59M -$67.1K -10,000 -3%
LS
210
Livforsakringsbolaget Skandia
Sweden
$2.58M – – –
CCM
211
Cadence Capital Management
Massachusetts
$2.58M -$1.39M -207,500 -37%
EIM
212
Emerson Investment Management
Massachusetts
$2.53M -$1.91M -285,150 -45%
Robeco Institutional Asset Management
213
Robeco Institutional Asset Management
Netherlands
$2.51M -$7.64M -1,138,070 -77%
FMLI
214
Fukoku Mutual Life Insurance
Japan
$2.45M -$1.34M -200,000 -37%
PWAG
215
Polaris Wealth Advisory Group
California
$2.45M -$306K -45,600 -12%
WAM
216
World Asset Management
Michigan
$2.42M +$1.43M +212,550 +173%
NMERB
217
New Mexico Educational Retirement Board
New Mexico
$2.36M +$2.2M +328,000 New
MSA
218
Mason Street Advisors
Wisconsin
$2.33M +$2.17M +324,000 New
EAM
219
EULAV Asset Management
Florida
$2.31M – – –
GIA
220
Gateway Investment Advisers
Ohio
$2.18M +$2.03M +302,820 New
SLI
221
Sumitomo Life Insurance
Japan
$2.18M +$10.5K +1,560 +0.5%
LMGAM
222
Liberty Mutual Group Asset Management
Massachusetts
$2.14M +$1.99M +296,800 New
KeyBank National Association
223
KeyBank National Association
Ohio
$2.1M -$676K -100,780 -26%
B
224
BP
United Kingdom
$2.09M – – –
Rafferty Asset Management
225
Rafferty Asset Management
New York
$2.07M +$874K +130,240 +83%
7 8
9
10 11

AVGO Hedge Fund Activity: Q2 2014 in Review

413 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2014, worth a combined $13.9B — up 14% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new AVGO positions and 47 closed out — a net gain of 54 holders — while 152 added to existing stakes and 127 trimmed.

The largest buyer was State Street, adding an estimated $345M. The largest seller was T. Rowe Price Associates, cutting an estimated $757M.

  • 413 institutional investors held Broadcom (AVGO) as of Q2 2014, up from 359 in Q1 2014.
  • Funds reported $13.9B of Broadcom stock for Q2 2014, up 14% quarter-over-quarter.
  • 101 funds opened new Broadcom positions in Q2 2014 and 47 closed out, a net change of +54 holders.
  • The largest Broadcom buyer in Q2 2014 was State Street, an estimated $345M added.
  • The largest Broadcom seller in Q2 2014 was T. Rowe Price Associates, an estimated $757M sold.

Based on aggregated 13F filings for Q2 2014.