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Broadcom

1,297 hedge funds and large institutions have $78.5B invested in Broadcom in 2020 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 590 increasing their positions, 474 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 474

4% less funds holding

Funds holding: 1,3521,297 (-55)

5.9% less ownership

Funds ownership: 835.91%830% (-5.9%)

16% less funds holding in top 10

Funds holding in top 10: 6454 (-10)

22% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 176

25% less capital invested

Capital invested by funds: $105B → $78.5B (-$26.6B)

32% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.99B

Holders
1,297
Holders Change
-55
Holders Change %
-4.07%
% of All Funds
28.58%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
1.19%
New
137
Increased
590
Reduced
474
Closed
176
Calls
$1.36B
Puts
$1.99B
Net Calls
-$627M
Net Calls Change
+$761M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$9.09B -$1.48B -52,569,860 -12%
Capital International Investors
2
Capital International Investors
California
$8.16B +$1.37B +48,642,200 +16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.9B +$216M +7,659,400 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$6.99B +$655M +23,239,460 +9%
BlackRock
5
BlackRock
New York
$6.03B +$129M +4,574,840 +2%
State Street
6
State Street
Massachusetts
$3.85B -$30.2M -1,072,630 -0.7%
Bank of America
7
Bank of America
North Carolina
$1.9B +$249M +8,830,980 +12%
Ameriprise
8
Ameriprise
Minnesota
$1.57B +$65.3M +2,318,650 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.35B +$34.9M +1,237,590 +2%
Northern Trust
10
Northern Trust
Illinois
$1.14B +$14M +497,280 +1%
ClearBridge Investments
11
ClearBridge Investments
New York
$992M +$184M +6,514,430 +18%
Norges Bank
12
Norges Bank
Norway
$867M -$3.61M -128,060 -0.3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$835M -$73.4M -2,606,750 -7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$737M -$154M -5,467,730 -15%
N
15
Nuveen
North Carolina
$717M +$146M +5,182,790 +21%
Macquarie Group
16
Macquarie Group
Australia
$661M -$74.4M -2,641,790 -9%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$644M -$464M -16,466,630 -38%
Wells Fargo
18
Wells Fargo
California
$585M +$30.7M +1,088,980 +5%
Legal & General Group
19
Legal & General Group
United Kingdom
$579M +$17.4M +617,010 +3%
UBS AM
20
UBS AM
Illinois
$520M +$45.7M +1,620,940 +8%
JP Morgan Chase
21
JP Morgan Chase
New York
$503M -$85.2M -3,024,850 -12%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$483M +$248M +8,802,430 +76%
Morgan Stanley
23
Morgan Stanley
New York
$464M +$92.2M +3,271,530 +20%
Invesco
24
Invesco
Georgia
$429M -$297M -10,529,300 -37%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$426M +$51.7M +1,836,190 +11%

AVGO Hedge Fund Activity: Q1 2020 in Review

1,297 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2020, worth a combined $78.5B — down 25% from $105B a quarter earlier.

Sellers outnumbered buyers: 176 funds closed out of AVGO and 137 opened new positions — a net loss of 39 holders — while 474 trimmed existing stakes and 590 added.

The largest buyer was Capital International Investors, adding an estimated $1.37B. The largest seller was Capital World Investors, cutting an estimated $1.48B.

  • 1,297 institutional investors held Broadcom (AVGO) as of Q1 2020, down from 1,352 in Q4 2019.
  • Funds reported $78.5B of Broadcom stock for Q1 2020, down 25% quarter-over-quarter.
  • 137 funds opened new Broadcom positions in Q1 2020 and 176 closed out, a net change of -39 holders.
  • The largest Broadcom buyer in Q1 2020 was Capital International Investors, an estimated $1.37B added.
  • The largest Broadcom seller in Q1 2020 was Capital World Investors, an estimated $1.48B sold.

Based on aggregated 13F filings for Q1 2020.