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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
Canada Pension Plan Investment Board
276
Canada Pension Plan Investment Board
Ontario, Canada
$8.51M -$31.3M -1,807,280 -79%
B
277
BP
United Kingdom
$8.49M -$2.95M -170,000 -26%
DZ Bank
278
DZ Bank
Germany
$8.48M +$8.32M +480,000 New
FCI
279
Financial Counselors Inc
Kansas
$8.47M +$8.31M +479,430 New
UCFA
280
United Capital Financial Advisors
Texas
$8.25M +$546K +31,500 +7%
Marshall Wace
281
Marshall Wace
United Kingdom
$8.14M +$5.79M +334,120 +264%
Baird Financial Group
282
Baird Financial Group
Wisconsin
$8.06M +$978K +56,450 +14%
Caisse de Depot et Placement du Quebec (CDPQ)
283
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.04M +$1.46M +84,000 +23%
NA
284
Navellier & Associates
Nevada
$8.02M -$9.66M -557,850 -55%
LSA
285
L & S Advisors
California
$7.98M +$326K +18,790 +4%
OC
286
Oppenheimer & Co
New York
$7.77M +$93.9K +5,420 +1%
Neuberger Berman Group
287
Neuberger Berman Group
New York
$7.77M +$98.6K +5,690 +1%
CMG
288
Cavalry Management Group
California
$7.57M +$267K +15,440 +4%
AAM
289
Advisors Asset Management
Colorado
$7.55M -$621K -35,870 -8%
Balyasny Asset Management
290
Balyasny Asset Management
Illinois
$7.5M -$1.49M -86,180 -17%
WEC
291
Winslow Evans & Crocker
Massachusetts
$7.49M -$498K -28,760 -6%
DBG
292
De Burlo Group
Massachusetts
$7.49M +$1.07M +62,000 +17%
CIS
293
Capital International Sarl
California
$7.32M +$7.18M +414,170 New
AB
294
Amalgamated Bank
New York
$7.28M +$1.24M +71,710 +21%
DHFB
295
Dixon Hubard Feinour & Brown
Virginia
$7.16M -$182K -10,500 -3%
CTI
296
Community Trust & Investment
Kentucky
$7.14M +$7M +403,900 New
DSI
297
Daiwa SB Investments
Japan
$7.11M +$864K +49,900 +14%
HHC
298
Hutchin Hill Capital
New York
$7.09M +$2.41M +139,000 +53%
SAM
299
Securian Asset Management
Minnesota
$7.07M +$87K +5,020 +1%
PL
300
Perpetual Ltd
Australia
$7.05M -$709K -40,900 -9%

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.