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Broadcom

840 hedge funds and large institutions have $64.6B invested in Broadcom in 2016 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 311 increasing their positions, 313 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

916.54% more ownership

Funds ownership: 0%916.54% (+917%)

114% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 71

28% more capital invested

Capital invested by funds: $50.5B → $64.6B (+$14.1B)

17% more call options, than puts

Call options by funds: $901M | Put options by funds: $773M

9% more funds holding

Funds holding: 772840 (+68)

1% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 313

2% less funds holding in top 10

Funds holding in top 10: 6463 (-1)

Holders
840
Holders Change
+68
Holders Change %
+8.81%
% of All Funds
21%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1.57%
New
152
Increased
311
Reduced
313
Closed
71
Calls
$901M
Puts
$773M
Net Calls
+$128M
Net Calls Change
-$373M
Name Holding Trade Value Shares
Change
Change in
Stake
BPB
251
Badgley, Phelps & Bell
Washington
$10.6M +$74K +4,270 +0.7%
Truist Financial
252
Truist Financial
North Carolina
$10.6M +$1.24M +71,640 +14%
FNBOO
253
First National Bank of Omaha
Nebraska
$10.5M +$6.59M +380,620 +100%
Fiera Capital (Canada)
254
Fiera Capital (Canada)
Quebec, Canada
$10.3M +$619K +35,730 +7%
GMI
255
Greystone Managed Investments
Saskatchewan, Canada
$10.1M -$559K -32,290 -5%
AC
256
Addenda Capital
Quebec, Canada
$10M -$59.3K -3,420 -0.6%
ACM
257
Azimuth Capital Management
Michigan
$9.96M -$4.08M -235,750 -30%
Asset Management One
258
Asset Management One
Japan
$9.94M -$3.7M -213,450 -28%
MSA
259
Mason Street Advisors
Wisconsin
$9.61M +$147K +8,480 +2%
SC
260
Scotia Capital
Ontario, Canada
$9.6M +$3.69M +212,940 +65%
FWCM
261
Ferguson Wellman Capital Management
Oregon
$9.55M +$62.7K +3,620 +0.7%
EWA
262
EP Wealth Advisors
California
$9.48M +$330K +19,070 +3%
HCMT
263
Highland Capital Management (Texas)
Texas
$9.28M +$1.52M +87,500 +20%
Wolverine Trading
264
Wolverine Trading
Illinois
$9.1M +$4.94M +284,970 +124%
LA
265
Leonetti & Associates
Illinois
$9.03M -$286K -16,500 -3%
Schroder Investment Management Group
266
Schroder Investment Management Group
United Kingdom
$8.96M +$762K +44,000 +10%
MSR
267
Main Street Research
Connecticut
$8.95M +$1.04M +60,020 +13%
Canada Life
268
Canada Life
Manitoba, Canada
$8.84M -$862K -49,750 -9%
HAM
269
Honeycomb Asset Management
New York
$8.84M +$8.66M +500,000 New
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$8.75M +$2.32M +133,630 +37%
SCM
271
Stevens Capital Management
Pennsylvania
$8.75M +$8.58M +495,100 New
Creative Planning
272
Creative Planning
Kansas
$8.65M +$5.52M +318,890 +187%
HighTower Advisors
273
HighTower Advisors
Illinois
$8.57M +$2.29M +132,100 +37%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$8.54M -$1.12M -64,690 -12%
OCAM
275
Onex Canada Asset Management
Ontario, Canada
$8.52M -$5.2M -300,400 -38%

AVGO Hedge Fund Activity: Q4 2016 in Review

840 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2016, worth a combined $64.6B — up 28% from $50.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new AVGO positions and 71 closed out — a net gain of 81 holders — while 311 added to existing stakes and 313 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $7.59B. The largest seller was Silver Lake Group, cutting an estimated $1.22B.

  • 840 institutional investors held Broadcom (AVGO) as of Q4 2016, up from 772 in Q3 2016.
  • Funds reported $64.6B of Broadcom stock for Q4 2016, up 28% quarter-over-quarter.
  • 152 funds opened new Broadcom positions in Q4 2016 and 71 closed out, a net change of +81 holders.
  • The largest Broadcom buyer in Q4 2016 was Capital World Investors, an estimated $7.59B added.
  • The largest Broadcom seller in Q4 2016 was Silver Lake Group, an estimated $1.22B sold.

Based on aggregated 13F filings for Q4 2016.