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Broadcom

1,064 hedge funds and large institutions have $94.5B invested in Broadcom in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 384 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 67

50% more call options, than puts

Call options by funds: $2.34B | Put options by funds: $1.56B

10% more funds holding

Funds holding: 9631,064 (+101)

6% more capital invested

Capital invested by funds: $88.8B → $94.5B (+$5.64B)

3% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 384

0.32% more ownership

Funds ownership: 898.05%898.37% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

Holders
1,064
Holders Change
+101
Holders Change %
+10.49%
% of All Funds
24.13%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.61%
New
177
Increased
394
Reduced
384
Closed
67
Calls
$2.34B
Puts
$1.56B
Net Calls
+$779M
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$11.1B +$197M +7,574,060 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.43B +$151M +5,812,020 +2%
BlackRock
3
BlackRock
New York
$6.4B +$132M +5,084,700 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$6.25B -$605M -23,273,560 -9%
State Street
5
State Street
Massachusetts
$4.18B +$12.9M +495,400 +0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.51B -$497M -19,115,780 -12%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$3B +$1.29B +49,673,370 +74%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.44B -$582M -22,392,460 -19%
Ameriprise
9
Ameriprise
Minnesota
$2.09B +$3.6M +138,300 +0.2%
Invesco
10
Invesco
Georgia
$1.82B -$88.6M -3,409,350 -5%
Bank of America
11
Bank of America
North Carolina
$1.54B +$225M +8,657,650 +17%
ClearBridge Investments
12
ClearBridge Investments
New York
$1.45B -$193M -7,421,330 -12%
Jennison Associates
13
Jennison Associates
New York
$1.43B +$109M +4,184,200 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.25B -$113M -4,331,280 -8%
Northern Trust
15
Northern Trust
Illinois
$1.16B -$25.8M -993,690 -2%
SCP
16
Soroban Capital Partners
New York
$1.07B +$229M +8,818,510 +27%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.06B +$35.2M +1,354,370 +3%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$993M -$128M -4,930,680 -11%
TCIM
19
TIAA CREF Investment Management
New York
$977M -$13.2M -507,600 -1%
Coatue Management
20
Coatue Management
New York
$960M +$214M +8,217,390 +28%
Goldman Sachs
21
Goldman Sachs
New York
$919M +$134M +5,141,580 +17%
Norges Bank
22
Norges Bank
Norway
$863M +$45.9M +1,764,370 +6%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$852M -$21.5M -826,640 -2%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$828M -$71.1M -2,735,980 -8%
Morgan Stanley
25
Morgan Stanley
New York
$678M +$80.6M +3,099,330 +13%

AVGO Hedge Fund Activity: Q4 2017 in Review

1,064 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2017, worth a combined $94.5B — up 6.3% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new AVGO positions and 67 closed out — a net gain of 110 holders — while 394 added to existing stakes and 384 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.29B. The largest seller was Lone Pine Capital, cutting an estimated $683M.

  • 1,064 institutional investors held Broadcom (AVGO) as of Q4 2017, up from 963 in Q3 2017.
  • Funds reported $94.5B of Broadcom stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 177 funds opened new Broadcom positions in Q4 2017 and 67 closed out, a net change of +110 holders.
  • The largest Broadcom buyer in Q4 2017 was T. Rowe Price Associates, an estimated $1.29B added.
  • The largest Broadcom seller in Q4 2017 was Lone Pine Capital, an estimated $683M sold.

Based on aggregated 13F filings for Q4 2017.