We are live on ! Find out more
AVGOP

Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A

Delisted

AVGOP was delisted on the 29th of September, 2022.

73 hedge funds and large institutions have $3.45B invested in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 6973 (+4)

20% less capital invested

Capital invested by funds: $4.3B → $3.45B (-$843M)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
31
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
26
Oxbow Advisors
Texas
$12.6M +$4.89M +4,577 +51%
PCM
27
Palisade Capital Management
New Jersey
$9.16M +$1.17M +1,100 +13%
SG Americas Securities
28
SG Americas Securities
New York
$6M +$6.86M +6,424 New
GF
29
Gabelli Funds
New York
$5.65M
ZIC
30
ZWJ Investment Counsel
Georgia
$5.25M +$53.4K +50 +0.9%
Wells Fargo
31
Wells Fargo
California
$4.4M -$9.18M -8,605 -65%
Morgan Stanley
32
Morgan Stanley
New York
$4.36M +$413K +387 +9%
NIP
33
Nicholas Investment Partners
California
$4.33M
P8IP
34
Pier 88 Investment Partners
California
$4.18M -$1.52M -1,421 -24%
FPCG
35
Fort Pitt Capital Group
Pennsylvania
$3.74M +$208K +195 +5%
PCM
36
Palouse Capital Management
Washington
$3.48M -$69.4K -65 -2%
Federated Hermes
37
Federated Hermes
Pennsylvania
$3.46M
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$2.93M +$3.34M +3,128 New
LTI
39
Laffer Tengler Investments
Tennessee
$2.79M +$1.01M +942 +47%
William Blair & Company
40
William Blair & Company
Illinois
$2.65M +$327K +306 +12%
EWM
41
Endurance Wealth Management
Rhode Island
$2.49M +$2.84M +2,665 New
VWM
42
Valley Wealth Managers
New Jersey
$1.95M +$599K +561 +37%
JG
43
Jefferies Group
New York
$1.92M +$490K +459 +29%
CS
44
Credit Suisse
Switzerland
$1.87M -$25.6K -24 -1%
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$1.87M
PA
46
Pinnacle Associates
New York
$1.55M +$144K +135 +9%
Bank of America
47
Bank of America
North Carolina
$1.42M -$4.54M -4,254 -74%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$1.37M
CWM
49
Calamos Wealth Management
Illinois
$1.16M -$81.1K -76 -6%
HWM
50
Hohimer Wealth Management
Washington
$1.1M +$1.16M +1,085 New

AVGOP Hedge Fund Activity: Q1 2020 in Review

73 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) for Q1 2020, worth a combined $3.45B — down 20% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVGOP positions and 8 closed out — a net gain of 5 holders — while 31 added to existing stakes and 20 trimmed.

The largest buyer was Capital International Investors, adding an estimated $209M. The largest seller was Capital Research Global Investors, cutting an estimated $147M.

  • 73 institutional investors held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) as of Q1 2020, up from 69 in Q4 2019.
  • Funds reported $3.45B of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A stock for Q1 2020, down 20% quarter-over-quarter.
  • 13 funds opened new Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A positions in Q1 2020 and 8 closed out, a net change of +5 holders.
  • The largest Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A buyer in Q1 2020 was Capital International Investors, an estimated $209M added.
  • The largest Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A seller in Q1 2020 was Capital Research Global Investors, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2020.