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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.

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
Capital World Investors
1
Capital World Investors
California
$698M -$10.7K -10 -0%
Franklin Resources
2
Franklin Resources
California
$566M +$6.07M +5,690 +0.9%
BlackRock
3
BlackRock
New York
$282M -$23.8M -22,329 -7%
Capital International Investors
4
Capital International Investors
California
$261M +$209M +195,956 +236%
Capital Research Global Investors
5
Capital Research Global Investors
California
$260M -$147M -137,957 -33%
Allianz Asset Management
6
Allianz Asset Management
Germany
$256M +$40.7M +38,135 +16%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206M -$7.1M -6,650 -3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$108M +$4.06M +3,802 +4%
Ameriprise
9
Ameriprise
Minnesota
$97.9M -$72.9M -68,327 -40%
Calamos Advisors
10
Calamos Advisors
Illinois
$90.3M -$40.7M -38,165 -28%
State Street
11
State Street
Massachusetts
$80.1M -$13.1M -12,300 -13%
ACM
12
Advent Capital Management
New York
$63M -$2.18M -2,038 -3%
ClearBridge Investments
13
ClearBridge Investments
New York
$57.4M +$12.2M +11,399 +23%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$53.2M -$4.32M -4,050 -7%
CIM
15
Chiron Investment Management
New York
$36.2M
JP Morgan Chase
16
JP Morgan Chase
New York
$33.1M +$6.76M +6,330 +22%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$32.2M +$143M +133,654 +5,842%
MSL
18
Mackay Shields LLC
New York
$31M +$106K +99 +0.3%
Invesco
19
Invesco
Georgia
$23.7M +$534K +500 +2%
PI
20
Putnam Investments
Massachusetts
$23.7M +$6.87M +6,437 +34%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$22.9M +$2.27M +2,130 +10%
SIM
22
SSI Investment Management
California
$22.4M +$3.62M +3,390 +16%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$15.7M +$10.1M +9,441 +128%
WHG
24
Westwood Holdings Group
Texas
$15.3M -$2.99M -2,804 -15%
HighTower Advisors
25
HighTower Advisors
Illinois
$13.8M +$2.38M +2,232 +18%

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.