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Broadcom

1,021 hedge funds and large institutions have $88.3B invested in Broadcom in 2018 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 406 increasing their positions, 374 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.65% more ownership

Funds ownership: 853.95%864.59% (+11%)

6% more funds holding in top 10

Funds holding in top 10: 5053 (+3)

9% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 374

3% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 138

0% more call options, than puts

Call options by funds: $1.74B | Put options by funds: $1.74B

1% less funds holding

Funds holding: 1,0281,021 (-7)

1% less capital invested

Capital invested by funds: $89.2B → $88.3B (-$895M)

Holders
1,021
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
23.34%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
1.21%
New
142
Increased
406
Reduced
374
Closed
138
Calls
$1.74B
Puts
$1.74B
Net Calls
+$5.54M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$10.5B -$1.44B -64,329,980 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.3B +$470M +20,948,470 +7%
Capital International Investors
3
Capital International Investors
California
$6.79B +$5.15B +229,555,780 +504%
BlackRock
4
BlackRock
New York
$6.4B +$46.9M +2,092,800 +0.8%
Capital Research Global Investors
5
Capital Research Global Investors
California
$6.34B +$809M +36,083,950 +16%
State Street
6
State Street
Massachusetts
$4.19B +$319M +14,226,260 +9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.42B -$357M -15,923,060 -14%
Ameriprise
8
Ameriprise
Minnesota
$2.09B -$259M -11,552,300 -13%
Invesco
9
Invesco
Georgia
$1.91B -$52.7M -2,348,750 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.33B -$1.63B -72,603,580 -57%
ClearBridge Investments
11
ClearBridge Investments
New York
$1.27B -$16M -715,000 -1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$1.26B +$160M +7,128,250 +16%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.24B +$119M +5,327,900 +12%
Northern Trust
14
Northern Trust
Illinois
$1.19B +$29M +1,294,010 +3%
Morgan Stanley
15
Morgan Stanley
New York
$1.06B +$529M +23,583,290 +122%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$971M -$159M -7,110,100 -15%
Norges Bank
17
Norges Bank
Norway
$970M +$42.5M +1,896,310 +5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$915M -$3.29B -146,721,520 -80%
Bank of America
19
Bank of America
North Carolina
$834M -$439M -19,573,460 -37%
Jennison Associates
20
Jennison Associates
New York
$811M -$550M -24,516,660 -43%
TCIM
21
TIAA CREF Investment Management
New York
$592M -$362M -16,140,430 -40%
UBS Group
22
UBS Group
Switzerland
$555M +$191M +8,524,880 +61%
Goldman Sachs
23
Goldman Sachs
New York
$519M -$217M -9,679,180 -32%
UBS AM
24
UBS AM
Illinois
$511M +$71.7M +3,195,370 +18%
LAM
25
Lyrical Asset Management
New York
$509M +$5.81M +258,910 +1%

AVGO Hedge Fund Activity: Q3 2018 in Review

1,021 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2018, worth a combined $88.3B — down 1% from $89.2B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new AVGO positions and 138 closed out — a net gain of 4 holders — while 406 added to existing stakes and 374 trimmed.

The largest buyer was Capital International Investors, adding an estimated $5.15B. The largest seller was T. Rowe Price Associates, cutting an estimated $3.29B.

  • 1,021 institutional investors held Broadcom (AVGO) as of Q3 2018, down from 1,028 in Q2 2018.
  • Funds reported $88.3B of Broadcom stock for Q3 2018, down 1% quarter-over-quarter.
  • 142 funds opened new Broadcom positions in Q3 2018 and 138 closed out, a net change of +4 holders.
  • The largest Broadcom buyer in Q3 2018 was Capital International Investors, an estimated $5.15B added.
  • The largest Broadcom seller in Q3 2018 was T. Rowe Price Associates, an estimated $3.29B sold.

Based on aggregated 13F filings for Q3 2018.