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Broadcom

1,233 hedge funds and large institutions have $92.5B invested in Broadcom in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 542 increasing their positions, 466 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 466

2% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 100

1% less funds holding

Funds holding: 1,2431,233 (-10)

7% less capital invested

Capital invested by funds: $99.6B → $92.5B (-$7.04B)

13.43% less ownership

Funds ownership: 858.1%844.67% (-13%)

18% less funds holding in top 10

Funds holding in top 10: 5142 (-9)

41% less call options, than puts

Call options by funds: $1.53B | Put options by funds: $2.58B

Holders
1,233
Holders Change
-10
Holders Change %
-0.8%
% of All Funds
27.04%
Holding in Top 10
42
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.65%
% of All Funds
0.92%
New
102
Increased
542
Reduced
466
Closed
100
Calls
$1.53B
Puts
$2.58B
Net Calls
-$1.04B
Net Calls Change
-$991M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$12B -$3.05M -107,130 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.91B +$140M +4,918,860 +2%
Capital International Investors
3
Capital International Investors
California
$7.58B +$601M +21,132,290 +8%
Capital Research Global Investors
4
Capital Research Global Investors
California
$7.51B +$17.8M +624,500 +0.2%
BlackRock
5
BlackRock
New York
$7.14B +$25.3M +889,890 +0.3%
State Street
6
State Street
Massachusetts
$4.52B -$14.7M -518,540 -0.3%
Bank of America
7
Bank of America
North Carolina
$1.9B -$194M -6,818,700 -9%
Ameriprise
8
Ameriprise
Minnesota
$1.85B +$84.3M +2,963,700 +5%
Invesco
9
Invesco
Georgia
$1.72B -$194M -6,806,680 -10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.51B +$24.9M +876,520 +2%
Northern Trust
11
Northern Trust
Illinois
$1.33B -$39.4M -1,387,520 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.24B -$63.9M -2,248,630 -5%
ClearBridge Investments
13
ClearBridge Investments
New York
$1.16B -$51.6M -1,813,310 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.14B +$814K +28,640 +0.1%
N
15
Nuveen
North Carolina
$1.07B +$128M +4,492,780 +13%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.05B -$289M -10,178,850 -21%
Norges Bank
17
Norges Bank
Norway
$1.02B -$52M -1,828,910 -5%
Jennison Associates
18
Jennison Associates
New York
$750M -$106M -3,743,050 -12%
Macquarie Group
19
Macquarie Group
Australia
$747M +$12.9M +453,650 +2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$711M -$350M -12,324,860 -32%
Legal & General Group
21
Legal & General Group
United Kingdom
$642M -$2.87M -101,050 -0.4%
UBS AM
22
UBS AM
Illinois
$639M +$120M +4,215,130 +22%
Goldman Sachs
23
Goldman Sachs
New York
$625M -$17.2M -604,020 -3%
Wells Fargo
24
Wells Fargo
California
$610M +$139M +4,887,210 +28%
Allianz Asset Management
25
Allianz Asset Management
Germany
$560M -$62.4M -2,195,650 -10%

AVGO Hedge Fund Activity: Q3 2019 in Review

1,233 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2019, worth a combined $92.5B — down 7.1% from $99.6B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AVGO positions and 100 closed out — a net gain of 2 holders — while 542 added to existing stakes and 466 trimmed.

The largest buyer was Capital International Investors, adding an estimated $601M. The largest seller was T. Rowe Price Associates, cutting an estimated $350M.

  • 1,233 institutional investors held Broadcom (AVGO) as of Q3 2019, down from 1,243 in Q2 2019.
  • Funds reported $92.5B of Broadcom stock for Q3 2019, down 7.1% quarter-over-quarter.
  • 102 funds opened new Broadcom positions in Q3 2019 and 100 closed out, a net change of +2 holders.
  • The largest Broadcom buyer in Q3 2019 was Capital International Investors, an estimated $601M added.
  • The largest Broadcom seller in Q3 2019 was T. Rowe Price Associates, an estimated $350M sold.

Based on aggregated 13F filings for Q3 2019.