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Broadcom

858 hedge funds and large institutions have $81.1B invested in Broadcom in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 310 increasing their positions, 345 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 85

25% more capital invested

Capital invested by funds: $64.6B → $81.1B (+$16.5B)

6.28% more ownership

Funds ownership: 916.54%922.83% (+6.3%)

5% more funds holding in top 10

Funds holding in top 10: 6366 (+3)

2% more funds holding

Funds holding: 840858 (+18)

1% less call options, than puts

Call options by funds: $765M | Put options by funds: $770M

10% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 345

Holders
858
Holders Change
+18
Holders Change %
+2.14%
% of All Funds
21.36%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
1.64%
New
118
Increased
310
Reduced
345
Closed
85
Calls
$765M
Puts
$770M
Net Calls
-$5.17M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$10.7B +$1.05B +50,902,420 +12%
Capital Research Global Investors
2
Capital Research Global Investors
California
$7.36B +$382M +18,567,170 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.86B +$360M +17,461,440 +7%
BlackRock
4
BlackRock
New York
$5.06B +$4.59B +223,079,350 +2,707%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.18B -$93.4M -4,537,830 -2%
State Street
6
State Street
Massachusetts
$3.46B +$120M +5,834,980 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.95B -$633M -30,739,670 -19%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.79B +$343M +16,660,730 +26%
ClearBridge Investments
9
ClearBridge Investments
New York
$1.7B -$109M -5,304,830 -6%
Ameriprise
10
Ameriprise
Minnesota
$1.61B -$13.2M -642,610 -0.9%
Invesco
11
Invesco
Georgia
$1.55B -$104M -5,064,900 -7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$1.47B +$313M +15,195,980 +29%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.17B -$130M -6,315,710 -11%
LPC
14
Lone Pine Capital
Connecticut
$1.16B +$362M +17,561,260 +49%
Bank of America
15
Bank of America
North Carolina
$1.02B -$169M -8,203,590 -15%
Northern Trust
16
Northern Trust
Illinois
$952M +$17.8M +863,380 +2%
Jennison Associates
17
Jennison Associates
New York
$924M +$781M +37,944,080 +896%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$835M +$70.8M +3,436,350 +10%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$834M -$207M -10,052,250 -21%
TCIM
20
TIAA CREF Investment Management
New York
$812M +$203M +9,870,240 +36%
Viking Global Investors
21
Viking Global Investors
Connecticut
$778M -$178M -8,661,810 -20%
Norges Bank
22
Norges Bank
Norway
$757M +$26.1M +1,265,260 +4%
Coatue Management
23
Coatue Management
New York
$643M +$196M +9,524,740 +48%
SCP
24
Soroban Capital Partners
New York
$536M +$60M +2,915,790 +14%
Morgan Stanley
25
Morgan Stanley
New York
$515M -$39.6M -1,922,730 -8%