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AVGOP

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

Delisted

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

101 hedge funds and large institutions have $6.88B invested in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

26,903% more capital invested

Capital invested by funds: $25.5M → $6.88B (+$6.86B)

9,600% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 1

1,920% more funds holding

Funds holding: 5101 (+96)

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
101
Holders Change
+96
Holders Change %
+1,920%
% of All Funds
1.55%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.11%
New
97
Increased
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
51
Edmond de Rothschild Holding
Switzerland
$5.1M +$4.31M +2,460 New
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$3.66M +$3.09M +1,764 New
VWM
53
Valley Wealth Managers
New Jersey
$3.4M -$158K -90 -5%
TIP
54
Torray Investment Partners
Maryland
$3.27M +$2.76M +1,575 New
WAM
55
Warberg Asset Management
Illinois
$3.06M +$2.58M +1,473 New
Canada Life
56
Canada Life
Manitoba, Canada
$2.62M +$2.21M +1,265 New
JG
57
Jefferies Group
New York
$2.48M +$2.09M +1,193 New
PA
58
Pinnacle Associates
New York
$2.47M +$2.09M +1,192 New
Neuberger Berman Group
59
Neuberger Berman Group
New York
$2.23M +$1.88M +1,073 New
CWM
60
Calamos Wealth Management
Illinois
$2.18M +$1.84M +1,050 New
Citigroup
61
Citigroup
New York
$2.17M +$1.83M +1,047 New
TA
62
Teton Advisors
New York
$2.09M +$1.76M +1,005 New
CCM
63
Chilton Capital Management
Texas
$1.81M +$1.52M +870 New
WHG
64
Westwood Holdings Group
Texas
$1.69M +$1.42M +812 New
HWM
65
Hohimer Wealth Management
Washington
$1.64M +$1.38M +788 New
PGFC
66
Peapack-Gladstone Financial Corp
New Jersey
$1.55M +$1.3M +745 New
SPIA
67
Steward Partners Investment Advisory
New York
$1.42M +$1.2M +686 New
MFG
68
Magnus Financial Group
New York
$1.34M +$1.13M +644 New
American Century Companies
69
American Century Companies
Missouri
$1.23M +$1.04M +594 New
N
70
Nuveen
North Carolina
$1.09M
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$830K +$700K +400 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$739K +$623K +356 New
Stifel Financial
73
Stifel Financial
Missouri
$726K +$613K +350 New
Ameriprise
74
Ameriprise
Minnesota
$690K +$581K +332 New
UBS Group
75
UBS Group
Switzerland
$675K +$569K +325 New

AVGOP Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) for Q4 2021, worth a combined $6.88B — up 26,903% from $25.5M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AVGOP positions and 1 closed out — a net gain of 96 holders — while 0 added to existing stakes and 3 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.23B. The largest seller was Oxbow Advisors, cutting an estimated $11.1M.

  • 101 institutional investors held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) as of Q4 2021, up from 5 in Q3 2021.
  • Funds reported $6.88B of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A stock for Q4 2021, up 26,903% quarter-over-quarter.
  • 97 funds opened new Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A positions in Q4 2021 and 1 closed out, a net change of +96 holders.
  • The largest Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A buyer in Q4 2021 was Capital World Investors, an estimated $1.23B added.
  • The largest Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A seller in Q4 2021 was Oxbow Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2021.