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Broadcom

553 hedge funds and large institutions have $24B invested in Broadcom in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 44

81% more funds holding in top 10

Funds holding in top 10: 2138 (+17)

28% more capital invested

Capital invested by funds: $18.7B → $24B (+$5.26B)

9% more funds holding

Funds holding: 507553 (+46)

2% more call options, than puts

Call options by funds: $269M | Put options by funds: $264M

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

Holders
553
Holders Change
+46
Holders Change %
+9.07%
% of All Funds
14.73%
Holding in Top 10
38
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+80.95%
% of All Funds
1.01%
New
96
Increased
194
Reduced
221
Closed
44
Calls
$269M
Puts
$264M
Net Calls
+$5.08M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.73B -$103M -8,964,440 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.8B -$231M -20,122,430 -12%
State Street
3
State Street
Massachusetts
$1.26B -$46.2M -4,031,420 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$900M +$123M +10,721,800 +18%
Coatue Management
5
Coatue Management
New York
$881M -$182M -15,893,940 -19%
BIT
6
BlackRock Institutional Trust
California
$836M +$13.9M +1,214,140 +2%
Invesco
7
Invesco
Georgia
$801M -$177M -15,399,590 -20%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$585M -$14.2M -1,235,060 -3%
BFA
9
BlackRock Fund Advisors
California
$514M +$496K +43,260 +0.1%
AIM
10
abrdn Investment Management
United Kingdom
$436M -$32M -2,792,100 -8%
Northern Trust
11
Northern Trust
Illinois
$421M +$16.5M +1,438,590 +5%
JHIU
12
Janus Henderson Investors US
Colorado
$415M +$137M +11,952,470 +58%
Bank of America
13
Bank of America
North Carolina
$369M -$24.8M -2,166,190 -7%
SC
14
Sculptor Capital
New York
$312M +$282M +24,567,590 New
MC
15
Maverick Capital
Texas
$307M +$171M +14,937,550 +162%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$302M +$76.4M +6,665,380 +39%
TCIM
17
TIAA CREF Investment Management
New York
$283M -$496K -43,280 -0.2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$263M -$22.7M -1,982,410 -9%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$258M +$12.6M +1,103,140 +6%
Ameriprise
20
Ameriprise
Minnesota
$247M -$18.3M -1,592,020 -8%
PP
21
Prudential plc
United Kingdom
$245M -$40.5M -3,535,590 -16%
BG
22
BlackRock Group
United Kingdom
$237M -$2.78M -242,810 -1%
Franklin Resources
23
Franklin Resources
California
$225M +$13.8M +1,202,570 +7%
Norges Bank
24
Norges Bank
Norway
$210M -$6.96M -606,770 -4%
Morgan Stanley
25
Morgan Stanley
New York
$206M +$4.51M +393,340 +2%

AVGO Hedge Fund Activity: Q1 2015 in Review

553 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2015, worth a combined $24B — up 28% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new AVGO positions and 44 closed out — a net gain of 52 holders — while 194 added to existing stakes and 221 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $282M. The largest seller was Westpac Banking Corp, cutting an estimated $272M.

  • 553 institutional investors held Broadcom (AVGO) as of Q1 2015, up from 507 in Q4 2014.
  • Funds reported $24B of Broadcom stock for Q1 2015, up 28% quarter-over-quarter.
  • 96 funds opened new Broadcom positions in Q1 2015 and 44 closed out, a net change of +52 holders.
  • The largest Broadcom buyer in Q1 2015 was Sculptor Capital, an estimated $282M added.
  • The largest Broadcom seller in Q1 2015 was Westpac Banking Corp, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2015.