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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
TPCM
326
Three Peaks Capital Management
Colorado
$5.75M +$79.2K +4,570 +1%
HSBC Holdings
327
HSBC Holdings
United Kingdom
$5.68M +$4.85M +279,760 +675%
ERIM
328
Eagle Ridge Investment Management
Connecticut
$5.66M +$40.7K +2,350 +0.7%
MRCM
329
M&R Capital Management
New Jersey
$5.64M +$5.15M +297,390 +1,352%
FAB
330
First American Bank
Illinois
$5.63M -$155K -8,940 -3%
US Bancorp
331
US Bancorp
Minnesota
$5.51M -$21.1K -1,220 -0.4%
SIM
332
Sentry Investment Management
Wisconsin
$5.51M
HCM
333
Harvey Capital Management
Florida
$5.43M +$5.32M +307,300 New
CIG
334
Consolidated Investment Group
Colorado
$5.35M
TG
335
TCW Group
California
$5.32M -$2.35M -135,660 -31%
SPPAM
336
Summit Partners Public Asset Management
Massachusetts
$5.3M +$5.2M +300,000 New
ANI
337
American National Insurance
Texas
$5.25M
OAMG
338
Odey Asset Management Group
United Kingdom
$5.21M +$2.51M +144,650 +96%
CWM
339
CIBC World Markets
New York
$5.17M +$3.74M +215,810 +282%
WHG
340
Westwood Holdings Group
Texas
$5.16M -$676K -39,000 -12%
Nomura Holdings
341
Nomura Holdings
Japan
$5.13M +$3.8M +219,330 +305%
LMGAM
342
Liberty Mutual Group Asset Management
Massachusetts
$5.1M +$165K +9,550 +3%
KRS
343
Kentucky Retirement Systems
Kentucky
$5.1M -$242K -13,970 -5%
AHC
344
Adell Harriman & Carpenter
Texas
$4.97M +$3.56M +205,250 +271%
BA
345
BKS Advisors
Michigan
$4.92M -$71K -4,100 -1%
SI
346
Sentry Investments
Ontario, Canada
$4.82M +$4.72M +272,500 New
WCA
347
Westover Capital Advisors
Delaware
$4.78M -$31K -1,790 -0.7%
AMI
348
Amica Mutual Insurance
Rhode Island
$4.69M +$1.33M +76,940 +41%
SI
349
Shaker Investments
Ohio
$4.66M -$5.2K -300 -0.1%
SCM
350
Shelton Capital Management
Colorado
$4.63M -$191K -11,000 -4%

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.