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Broadcom

1,243 hedge funds and large institutions have $99.6B invested in Broadcom in 2019 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 537 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 92

18% more repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 454

1.83% more ownership

Funds ownership: 856.27%858.1% (+1.8%)

2% more funds holding

Funds holding: 1,2231,243 (+20)

2% less capital invested

Capital invested by funds: $102B → $99.6B (-$2.34B)

2% less call options, than puts

Call options by funds: $2.12B | Put options by funds: $2.18B

27% less funds holding in top 10

Funds holding in top 10: 7051 (-19)

Holders
1,243
Holders Change
+20
Holders Change %
+1.64%
% of All Funds
27%
Holding in Top 10
51
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.14%
% of All Funds
1.11%
New
128
Increased
537
Reduced
454
Closed
92
Calls
$2.12B
Puts
$2.18B
Net Calls
-$53.9M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$12.6B +$443M +15,186,510 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.15B +$163M +5,599,610 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$7.81B +$1.37B +47,071,060 +21%
BlackRock
4
BlackRock
New York
$7.42B +$30.7M +1,051,860 +0.4%
Capital International Investors
5
Capital International Investors
California
$7.29B -$223M -7,669,070 -3%
State Street
6
State Street
Massachusetts
$4.72B -$38.6M -1,325,910 -0.8%
Bank of America
7
Bank of America
North Carolina
$2.18B +$115M +3,934,780 +5%
Invesco
8
Invesco
Georgia
$1.99B -$1.85M -63,570 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$1.84B -$181M -6,222,980 -9%
AAMU
10
Amundi Asset Management US
Massachusetts
$1.8B -$20.6M -708,010 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.55B +$49M +1,680,410 +3%
Northern Trust
12
Northern Trust
Illinois
$1.43B +$15.2M +520,340 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.37B +$174M +5,955,950 +14%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.36B -$1.28B -43,781,450 -48%
ClearBridge Investments
15
ClearBridge Investments
New York
$1.26B +$61.7M +2,116,810 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.19B +$25.9M +889,580 +2%
Norges Bank
17
Norges Bank
Norway
$1.12B +$6.56M +225,220 +0.6%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.1B -$275M -9,448,860 -20%
N
19
Nuveen
North Carolina
$982M +$955M +32,754,310 +2,421%
Jennison Associates
20
Jennison Associates
New York
$890M -$163M -5,588,870 -15%
Macquarie Group
21
Macquarie Group
Australia
$766M -$9.79M -335,890 -1%
Legal & General Group
22
Legal & General Group
United Kingdom
$673M +$5.23M +179,610 +0.8%
Goldman Sachs
23
Goldman Sachs
New York
$669M +$149M +5,129,720 +28%
Allianz Asset Management
24
Allianz Asset Management
Germany
$647M +$18.5M +634,860 +3%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$605M -$133M -4,565,250 -18%

AVGO Hedge Fund Activity: Q2 2019 in Review

1,243 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2019, worth a combined $99.6B — down 2.3% from $102B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new AVGO positions and 92 closed out — a net gain of 36 holders — while 537 added to existing stakes and 454 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.37B. The largest seller was Fidelity Investments, cutting an estimated $1.28B.

  • 1,243 institutional investors held Broadcom (AVGO) as of Q2 2019, up from 1,223 in Q1 2019.
  • Funds reported $99.6B of Broadcom stock for Q2 2019, down 2.3% quarter-over-quarter.
  • 128 funds opened new Broadcom positions in Q2 2019 and 92 closed out, a net change of +36 holders.
  • The largest Broadcom buyer in Q2 2019 was Capital Research Global Investors, an estimated $1.37B added.
  • The largest Broadcom seller in Q2 2019 was Fidelity Investments, an estimated $1.28B sold.

Based on aggregated 13F filings for Q2 2019.