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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.

20 hedge funds and large institutions have $176M invested in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

73% less funds holding

Funds holding: 7320 (-53)

95% less capital invested

Capital invested by funds: $3.45B → $176M (-$3.28B)

96% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 55

Holders
20
Holders Change
-53
Holders Change %
-72.6%
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
2
Increased
4
Reduced
8
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
1
Calamos Advisors
Illinois
$97.3M -$9.61M -9,268 -10%
PI
2
Putnam Investments
Massachusetts
$27M -$1.11M -1,074 -4%
OA
3
Oxbow Advisors
Texas
$14.8M -$187K -180 -1%
P8IP
4
Pier 88 Investment Partners
California
$9.18M +$3.91M +3,765 +84%
GF
5
Gabelli Funds
New York
$6.74M
LTI
6
Laffer Tengler Investments
Tennessee
$3.42M +$107K +103 +3%
EWM
7
Endurance Wealth Management
Rhode Island
$2.95M -$20.7K -20 -0.8%
LSA
8
L & S Advisors
California
$2.6M +$1.24M +1,195 +105%
VWM
9
Valley Wealth Managers
New Jersey
$2.31M -$14.5K -14 -0.7%
RA
10
Rational Advisors
New York
$2.1M +$1.33M +1,280 +212%
CWM
11
Calamos Wealth Management
Illinois
$1.34M -$46.7K -45 -4%
TA
12
Teton Advisors
New York
$1.12M
Nomura Asset Management
13
Nomura Asset Management
Japan
$1.1M +$1.04M +1,000 New
Canada Life
14
Canada Life
Manitoba, Canada
$908K
PPSG
15
Princeton Portfolio Strategies Group
New Jersey
$858K
FHB
16
First Hawaiian Bank
Hawaii
$634K -$2.07K -2 -0.4%
AIIMS
17
Analyst IMS Investment Management Services
Israel
$557K
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$308K -$24.9M -24,050 -99%
HF
19
HRT Financial
New York
$289K +$270K +260 New
WT
20
Washington Trust
Rhode Island
$11K
Capital World Investors
21
Capital World Investors
California
-$698M -747,490 Closed
Franklin Resources
22
Franklin Resources
California
-$566M -606,265 Closed
BlackRock
23
BlackRock
New York
-$282M -301,701 Closed
Capital International Investors
24
Capital International Investors
California
-$261M -278,911 Closed
Capital Research Global Investors
25
Capital Research Global Investors
California
-$260M -277,797 Closed

AVGOP Hedge Fund Activity: Q2 2020 in Review

20 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) for Q2 2020, worth a combined $176M — down 95% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of AVGOP and 2 opened new positions — a net loss of 53 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was Pier 88 Investment Partners, adding an estimated $3.91M. The largest seller was Capital World Investors, exiting entirely with an estimated $698M sold.

  • 20 institutional investors held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) as of Q2 2020, down from 73 in Q1 2020.
  • Funds reported $176M of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A stock for Q2 2020, down 95% quarter-over-quarter.
  • 2 funds opened new Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A positions in Q2 2020 and 55 closed out, a net change of -53 holders.
  • The largest Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A buyer in Q2 2020 was Pier 88 Investment Partners, an estimated $3.91M added.
  • The largest Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A seller in Q2 2020 was Capital World Investors, an estimated $698M sold.

Based on aggregated 13F filings for Q2 2020.