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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
BFM
351
Boston Financial Management
Massachusetts
$4.61M +$369K +21,280 +9%
KCM
352
Kornitzer Capital Management
Kansas
$4.57M -$1.64M -94,540 -27%
IAM
353
Integre Asset Management
New York
$4.47M -$421K -24,290 -9%
EAM
354
EULAV Asset Management
Florida
$4.42M -$693K -40,000 -14%
LSERS
355
Louisiana State Employees Retirement System
Louisiana
$4.42M -$34.6K -2,000 -0.8%
AGAM
356
Avalon Global Asset Management
California
$4.4M -$104K -6,000 -2%
Twin Tree Management
357
Twin Tree Management
Texas
$4.36M +$1.95M +112,350 +84%
PCM
358
Prelude Capital Management
New York
$4.3M +$2.83M +163,320 +204%
NB
359
Norinchukin Bank
Japan
$4.26M +$507K +29,290 +14%
ED
360
Exane Derivatives
France
$4.26M -$4.15M -239,820 -50%
SLI
361
Sumitomo Life Insurance
Japan
$4.21M -$17.8K -1,030 -0.4%
EDRH
362
Edmond de Rothschild Holding
Switzerland
$4.2M +$10.4K +600 +0.3%
CIC
363
Chase Investment Counsel
Virginia
$4.2M +$4.12M +237,560 New
UF
364
Univest Financial
Pennsylvania
$4.12M -$498K -28,730 -11%
SDIC
365
South Dakota Investment Council
South Dakota
$4.07M
LPT
366
Legacy Private Trust
Wisconsin
$4.03M -$6.06K -350 -0.2%
COPPSERS
367
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.03M +$31.5K +1,820 +0.8%
AP
368
Appleton Partners
Massachusetts
$4.01M +$526K +30,350 +15%
NLI
369
Nippon Life Insurance
Japan
$4M +$320K +18,480 +9%
JIC
370
Johnson Investment Counsel
Ohio
$3.97M +$164K +9,480 +4%
MMG
371
Monetary Management Group
Missouri
$3.94M +$65K +3,750 +2%
NIP
372
Nicholas Investment Partners
California
$3.92M -$379K -21,860 -9%
PPCM
373
Pillar Pacific Capital Management
California
$3.91M +$108K +6,230 +3%
ACPU
374
Arrowgrass Capital Partners (US)
Delaware
$3.9M +$3.82M +220,330 New
SM
375
Southport Management
Wyoming
$3.89M

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.