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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
PIM
451
Penobscot Investment Management
Massachusetts
$2.29M +$91K +5,250 +4%
GCM
452
Glaxis Capital Management
Florida
$2.29M +$2.25M +129,700 New
ICRM
453
Insight Capital Research & Management
California
$2.29M -$33.8K -1,950 -1%
KRSITF
454
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.27M +$11.3K +650 +0.5%
VIA
455
Virtus Investment Advisers
Connecticut
$2.26M -$202K -11,680 -8%
MERSOM
456
Municipal Employees' Retirement System of Michigan
Michigan
$2.24M +$161K +9,300 +8%
AT
457
Arden Trust
Delaware
$2.21M +$694K +40,070 +47%
PWPCM
458
Perella Weinberg Partners Capital Management
New York
$2.15M +$2.1M +121,320 New
WBC
459
Westpac Banking Corp
Australia
$2.13M +$154K +8,910 +11%
SSG
460
Summit Securities Group
New York
$2.11M +$2.07M +119,390 New
BIMC
461
Benson Investment Management Company
Virginia
$2.05M +$2.01M +115,750 New
AL
462
Airain Ltd
Guernsey
$2.04M +$2M +115,180 New
SSA
463
Schonfeld Strategic Advisors
New York
$1.98M +$610K +35,200 +46%
Brown Advisory
464
Brown Advisory
Maryland
$1.98M -$76.4K -4,410 -4%
FFA
465
First Foundation Advisors
California
$1.98M -$31.9K -1,840 -2%
CANY
466
Caxton Associates (New York)
New York
$1.96M +$191K +11,000 +11%
AIM
467
Arcadia Investment Management
Michigan
$1.96M +$1.88M +108,490 +4,340%
SIA
468
SeaBridge Investment Advisors
New Jersey
$1.95M -$20.3K -1,170 -1%
GIM
469
Groesbeck Investment Management
New Jersey
$1.9M +$1.53M +88,190 +459%
LMIM
470
Lockheed Martin Investment Management
Maryland
$1.88M
William Blair & Company
471
William Blair & Company
Illinois
$1.8M +$607K +35,020 +52%
PA
472
Pinnacle Associates
New York
$1.79M -$82.8K -4,780 -5%
NSLI
473
Nan Shan Life Insurance
Taiwan
$1.77M +$1.73M +100,000 New
Capstone Investment Advisors
474
Capstone Investment Advisors
New York
$1.75M +$1.72M +99,010 New
PSUF
475
People's United Financial
Connecticut
$1.75M +$1.47M +84,570 +589%

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.