We are live on ! Find out more
AVGO icon

Broadcom

553 hedge funds and large institutions have $24B invested in Broadcom in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 44

81% more funds holding in top 10

Funds holding in top 10: 2138 (+17)

28% more capital invested

Capital invested by funds: $18.7B → $24B (+$5.26B)

9% more funds holding

Funds holding: 507553 (+46)

2% more call options, than puts

Call options by funds: $269M | Put options by funds: $264M

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

Holders
553
Holders Change
+46
Holders Change %
+9.07%
% of All Funds
14.73%
Holding in Top 10
38
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+80.95%
% of All Funds
1.01%
New
96
Increased
194
Reduced
221
Closed
44
Calls
$269M
Puts
$264M
Net Calls
+$5.08M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
451
Colony Group
Massachusetts
$333K +$71.2K +6,210 +31%
SO
452
STRS Ohio
Ohio
$328K +$297K +25,900 New
PGFC
453
Peapack-Gladstone Financial Corp
New Jersey
$326K +$36.5K +3,180 +14%
ST
454
Smithfield Trust
Pennsylvania
$323K -$36.7K -3,200 -11%
DC
455
Davenport & Co
Virginia
$313K +$5.73K +500 +2%
TNBTD
456
Trustmark National Bank Trust Department
Mississippi
$308K +$278K +24,260 New
TC
457
TradeLink Capital
Illinois
$299K -$158K -13,820 -37%
SHWM
458
Smith & Howard Wealth Management
Georgia
$295K +$266K +23,200 New
HNB
459
Huntington National Bank
Ohio
$292K -$39K -3,400 -13%
IRS
460
Invictus RG (Singapore)
Singapore
$292K +$264K +23,000 New
RCM
461
Reynolds Capital Management
Nevada
$292K +$264K +23,000 New
LTFS
462
Ladenburg Thalmann Financial Services
Florida
$291K +$31.6K +2,760 +14%
CEP
463
Chicago Equity Partners
Illinois
$284K
Fuller & Thaler Asset Management
464
Fuller & Thaler Asset Management
California
$279K -$206K -18,000 -45%
EIM
465
Essex Investment Management
Massachusetts
$267K
BTNA
466
Bremer Trust National Association
Minnesota
$256K +$231K +20,190 New
Lazard Asset Management
467
Lazard Asset Management
New York
$253K -$4.09M -356,500 -95%
BPBT
468
Boston Private Bank & Trust
Massachusetts
$251K +$5.73K +500 +3%
SW
469
SVB Wealth
Massachusetts
$251K +$227K +19,780 New
William Blair & Company
470
William Blair & Company
Illinois
$251K +$227K +19,830 New
EGA
471
Emerging Global Advisors
New York
$246K -$63.1K -5,500 -22%
FTIOP
472
Fiduciary Trust International of Pennsylvania
Pennsylvania
$244K +$220K +19,200 New
Brown Advisory
473
Brown Advisory
Maryland
$241K +$217K +18,950 New
FWM
474
Frontier Wealth Management
Missouri
$235K +$212K +18,510 New
HCM
475
Hollencrest Capital Management
California
$234K -$539K -46,990 -72%

AVGO Hedge Fund Activity: Q1 2015 in Review

553 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2015, worth a combined $24B — up 28% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new AVGO positions and 44 closed out — a net gain of 52 holders — while 194 added to existing stakes and 221 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $282M. The largest seller was Westpac Banking Corp, cutting an estimated $272M.

  • 553 institutional investors held Broadcom (AVGO) as of Q1 2015, up from 507 in Q4 2014.
  • Funds reported $24B of Broadcom stock for Q1 2015, up 28% quarter-over-quarter.
  • 96 funds opened new Broadcom positions in Q1 2015 and 44 closed out, a net change of +52 holders.
  • The largest Broadcom buyer in Q1 2015 was Sculptor Capital, an estimated $282M added.
  • The largest Broadcom seller in Q1 2015 was Westpac Banking Corp, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2015.