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Broadcom

939 hedge funds and large institutions have $85.2B invested in Broadcom in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 371 increasing their positions, 356 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 356

10% less capital invested

Capital invested by funds: $94.5B → $85.2B (-$9.29B)

12% less funds holding

Funds holding: 1,064939 (-125)

14% less funds holding in top 10

Funds holding in top 10: 7161 (-10)

15% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.28B

18.2% less ownership

Funds ownership: 898.37%880.17% (-18%)

49% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 231

Holders
939
Holders Change
-125
Holders Change %
-11.75%
% of All Funds
21.52%
Holding in Top 10
61
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.08%
% of All Funds
1.4%
New
118
Increased
371
Reduced
356
Closed
231
Calls
$1.09B
Puts
$1.28B
Net Calls
-$191M
Net Calls Change
-$970M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$10.6B +$434M +17,234,240 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.99B +$185M +7,346,320 +3%
BlackRock
3
BlackRock
New York
$6.01B +$148M +5,866,730 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.26B +$1.61B +64,130,190 +55%
Capital Research Global Investors
5
Capital Research Global Investors
California
$4.05B -$1.8B -71,665,790 -29%
State Street
6
State Street
Massachusetts
$3.54B -$315M -12,513,590 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.61B -$659M -26,185,780 -19%
Ameriprise
8
Ameriprise
Minnesota
$2.06B +$155M +6,164,830 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.99B -$265M -10,532,330 -11%
Invesco
10
Invesco
Georgia
$1.66B -$5.72M -227,350 -0.3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.54B +$673M +26,733,250 +69%
Jennison Associates
12
Jennison Associates
New York
$1.38B +$66.4M +2,636,150 +5%
ClearBridge Investments
13
ClearBridge Investments
New York
$1.29B -$44.9M -1,784,370 -3%
Bank of America
14
Bank of America
North Carolina
$1.22B -$211M -8,389,280 -14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.08B -$76.6M -3,044,080 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.03B +$62.2M +2,470,070 +6%
Goldman Sachs
17
Goldman Sachs
New York
$946M +$110M +4,382,620 +12%
TCIM
18
TIAA CREF Investment Management
New York
$926M +$31.2M +1,239,480 +3%
SCP
19
Soroban Capital Partners
New York
$877M -$111M -4,390,650 -11%
Northern Trust
20
Northern Trust
Illinois
$877M -$201M -7,988,650 -18%
Norges Bank
21
Norges Bank
Norway
$866M +$79.4M +3,152,590 +9%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$809M +$29.7M +1,178,170 +4%
Citadel Advisors
23
Citadel Advisors
Florida
$802M +$562M +22,317,680 +191%
Coatue Management
24
Coatue Management
New York
$765M -$123M -4,892,750 -13%
Capital International Investors
25
Capital International Investors
California
$762M +$457M +18,131,980 +128%

AVGO Hedge Fund Activity: Q1 2018 in Review

939 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2018, worth a combined $85.2B — down 9.8% from $94.5B a quarter earlier.

Sellers outnumbered buyers: 231 funds closed out of AVGO and 118 opened new positions — a net loss of 113 holders — while 356 trimmed existing stakes and 371 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.61B. The largest seller was Capital Research Global Investors, cutting an estimated $1.8B.

  • 939 institutional investors held Broadcom (AVGO) as of Q1 2018, down from 1,064 in Q4 2017.
  • Funds reported $85.2B of Broadcom stock for Q1 2018, down 9.8% quarter-over-quarter.
  • 118 funds opened new Broadcom positions in Q1 2018 and 231 closed out, a net change of -113 holders.
  • The largest Broadcom buyer in Q1 2018 was T. Rowe Price Associates, an estimated $1.61B added.
  • The largest Broadcom seller in Q1 2018 was Capital Research Global Investors, an estimated $1.8B sold.

Based on aggregated 13F filings for Q1 2018.