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Broadcom

599 hedge funds and large institutions have $28.3B invested in Broadcom in 2015 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 262 increasing their positions, 194 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $884M

35% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 194

3% less capital invested

Capital invested by funds: $29.1B → $28.3B (-$810M)

3% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 96

2% less funds holding

Funds holding: 609599 (-10)

5% less funds holding in top 10

Funds holding in top 10: 4038 (-2)

Holders
599
Holders Change
-10
Holders Change %
-1.64%
% of All Funds
16.72%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
1.06%
New
93
Increased
262
Reduced
194
Closed
96
Calls
$1.26B
Puts
$884M
Net Calls
+$380M
Net Calls Change
+$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.58B +$14.1M +1,119,610 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.84B +$33.1M +2,617,870 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.77B +$505M +39,970,030 +39%
SLG
4
Silver Lake Group
California
$1.72B
State Street
5
State Street
Massachusetts
$1.17B -$14.7M -1,167,280 -1%
Invesco
6
Invesco
Georgia
$923M +$47.6M +3,764,770 +5%
Viking Global Investors
7
Viking Global Investors
Connecticut
$868M +$274M +21,704,730 +46%
BIT
8
BlackRock Institutional Trust
California
$814M +$7.04M +557,540 +0.9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$551M -$8.85M -700,730 -2%
Bank of America
10
Bank of America
North Carolina
$543M +$170M +13,440,910 +45%
Coatue Management
11
Coatue Management
New York
$542M -$24.7M -1,954,980 -4%
JHIU
12
Janus Henderson Investors US
Colorado
$519M +$13.3M +1,054,600 +3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$497M +$103M +8,128,980 +26%
AIM
14
abrdn Investment Management
United Kingdom
$458M +$11.2M +884,170 +2%
Ameriprise
15
Ameriprise
Minnesota
$433M +$53.1M +4,200,860 +14%
PP
16
Prudential plc
United Kingdom
$424M +$158M +12,519,070 +58%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$397M -$8.76M -693,610 -2%
Northern Trust
18
Northern Trust
Illinois
$396M -$7.25M -574,150 -2%
BFA
19
BlackRock Fund Advisors
California
$393M -$10.2M -807,700 -3%
SC
20
Sculptor Capital
New York
$381M -$45.5M -3,597,790 -11%
Winslow Capital Management
21
Winslow Capital Management
Minnesota
$380M +$224M +17,756,190 +140%
WBC
22
Westpac Banking Corp
Australia
$316M +$20.2M +1,600,600 +7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$257M +$8.52M +674,410 +3%
TCIM
24
TIAA CREF Investment Management
New York
$225M -$10.6M -837,540 -4%
LAM
25
Lyrical Asset Management
New York
$223M +$11.4M +903,020 +5%

AVGO Hedge Fund Activity: Q3 2015 in Review

599 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2015, worth a combined $28.3B — down 2.8% from $29.1B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of AVGO and 93 opened new positions — a net loss of 3 holders — while 194 trimmed existing stakes and 262 added.

The largest buyer was Fidelity Investments, adding an estimated $505M. The largest seller was Maverick Capital, cutting an estimated $193M.

  • 599 institutional investors held Broadcom (AVGO) as of Q3 2015, down from 609 in Q2 2015.
  • Funds reported $28.3B of Broadcom stock for Q3 2015, down 2.8% quarter-over-quarter.
  • 93 funds opened new Broadcom positions in Q3 2015 and 96 closed out, a net change of -3 holders.
  • The largest Broadcom buyer in Q3 2015 was Fidelity Investments, an estimated $505M added.
  • The largest Broadcom seller in Q3 2015 was Maverick Capital, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2015.