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AVGO - Broadcom Inc

This page shows which of the focused investors we track hold AVGO and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2018 it was held by 5 managers with an aggregate reported value of $732.94M, which is 0.09% of the combined portfolio.

As of Q4 2018, 5 tracked institutional managers held AVGO (Broadcom Inc) with an aggregate reported value of $732.94M0.09% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2018
Ticker
AVGO

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1First Pacific Advisors - First Pacific Advisors4.39%Reduce -10.6%1,815,318$461.6M
2William Von Mueffling - Cantillon Capital Management2.81%Add +0.9%916,505$233.05M
3Richard Pzena - Pzena Investment Management0.00%New792$201K
4Vulcan Value Partners - Vulcan Value Partners0.00%Reduce -100.0%189$48K

Put holders — short bets

1 manager has put options on AVGO — a right to sell at strike. The reported value is the underlying market value (notional), not the option premium paid.

1Howard Marks - Oaktree Capital ManagementNew150,000$38.04M
Loading holder history for AVGO