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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
PAM
401
Panagora Asset Management
Massachusetts
$3.08M -$11.4M -660,820 -79%
NIS
402
National Investment Services
Wisconsin
$3.06M -$38.3K -2,210 -1%
CB
403
Chemical Bank
Michigan
$3.02M +$449K +25,910 +18%
AA
404
AlphaMark Advisors
Kentucky
$3.01M -$130K -7,490 -4%
PFM
405
Premier Fund Managers
United Kingdom
$3M -$21M -1,213,050 -88%
GC
406
Gratry & Company
Ohio
$2.98M -$369K -21,300 -11%
RBA
407
Richard Bernstein Advisors
New York
$2.97M
Group One Trading
408
Group One Trading
Illinois
$2.97M +$375K +21,650 +15%
SSI
409
Scott & Selber Inc
Texas
$2.97M -$21K -1,210 -0.7%
DAM
410
Deltec Asset Management
New York
$2.93M +$2.01M +115,840 +232%
ST
411
Spot Trading
Illinois
$2.89M +$1.33M +76,920 +89%
CA
412
Cornerstone Advisors
North Carolina
$2.85M +$1.21M +70,000 +77%
NEI
413
Northwest & Ethical Investments
Ontario, Canada
$2.83M -$1.65M -95,000 -37%
GIM
414
Goelzer Investment Management
Indiana
$2.79M -$749K -43,230 -22%
PL
415
Parkwood LLC
Ohio
$2.78M -$1.57M -90,760 -37%
EA
416
Emerald Advisers
Pennsylvania
$2.76M -$53.7K -3,100 -2%
AL
417
AJO LP
Pennsylvania
$2.72M +$2.66M +153,770 New
GCA
418
Greenwood Capital Associates
South Carolina
$2.71M -$34K -1,960 -1%
Parallax Volatility Advisers
419
Parallax Volatility Advisers
California
$2.71M +$2.64M +152,200 +18,337%
BA
420
Boston Advisors
Massachusetts
$2.7M -$15.6K -900 -0.6%
ECM
421
ETrade Capital Management
Virginia
$2.68M -$55.1K -3,180 -2%
Connor, Clark & Lunn Investment Management (CC&L)
422
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.67M -$1.54M -89,000 -37%
TC
423
Telemus Capital
Michigan
$2.67M -$25.5K -1,470 -1%
WMSA
424
Weiss Multi-Strategy Advisers
New York
$2.66M +$2.61M +150,560 New
JCM
425
Jafra Capital Management
New York
$2.65M +$2.6M +150,000 New

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.