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Broadcom
AVGO

593 hedge funds and large institutions have $34.1B invested in Broadcom in 2015 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 241 increasing their positions, 208 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.06B

21% more capital invested

Capital invested by funds: $28.3B → $34.1B (+$5.86B)

18% more funds holding in top 10

Funds holding in top 10: 38 → 45 (+7)

16% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 208

1% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 87

1% less funds holding

Funds holding: 599 → 593 (-6)

Holders
593
Holders Change
-6
Holders Change %
-1%
% of All Funds
15.56%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1.18%
New
88
Increased
241
Reduced
208
Closed
87
Calls
$1.32B
Puts
$1.06B
Net Calls
+$260M
Net Calls Change
-$120M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$393M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$226M
3
SIG
Senator Investment Group
New York
+$195M
4
Deutsche Bank
Deutsche Bank
Germany
+$137M
5
TCP
Tourbillon Capital Partners
New York
+$133M

Top Sellers

Rank Fund Capital Flow
1
WBC
Westpac Banking Corp
Australia
-$327M
2
Coatue Management
Coatue Management
New York
-$304M
3
Citadel Advisors
Citadel Advisors
Florida
-$155M
4
HCM
Hoplite Capital Management
New York
-$112M
5
Prudential Financial
Prudential Financial
New Jersey
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
26
Franklin Resources
California
$269M +$31.5M +2,422,300 +15%
Norges Bank
27
Norges Bank
Norway
$266M +$10.7M +822,000 +5%
BG
28
BlackRock Group
United Kingdom
$265M +$10.3M +796,230 +5%
LAM
29
Lyrical Asset Management
New York
$260M -$2.42M -186,050 -1%
TCIM
30
TIAA CREF Investment Management
New York
$260M -$1.12M -86,210 -0.5%
TP
31
Third Point
New York
$218M -$19.5M -1,500,000 -9%
SIG
32
Senator Investment Group
New York
$218M +$195M +15,000,000 New
FAM
33
Fred Alger Management
New York
$208M -$29.6M -2,278,660 -14%
Wells Fargo
34
Wells Fargo
California
$205M -$11.5M -887,790 -6%
Goldman Sachs
35
Goldman Sachs
New York
$202M +$49.5M +3,809,920 +38%
Boston Partners
36
Boston Partners
Massachusetts
$200M -$31.2M -2,400,080 -15%
Morgan Stanley
37
Morgan Stanley
New York
$194M +$5.13M +394,630 +3%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$189M +$17.2M +1,321,300 +11%
AIM
39
Assured Investment Management
New York
$166M +$34.8M +2,681,160 +31%
Victory Capital Management
40
Victory Capital Management
Texas
$156M +$278K +21,380 +0.2%
TCP
41
Tourbillon Capital Partners
New York
$155M +$133M +10,211,610 +2,042%
RCM
42
Roystone Capital Management
New York
$150M -$18.2M -1,400,000 -12%
UBS Group
43
UBS Group
Switzerland
$147M +$23.6M +1,818,530 +22%
SCP
44
Soroban Capital Partners
New York
$146M +$131M +10,089,000 New
Federated Hermes
45
Federated Hermes
Pennsylvania
$145M +$3.94M +303,060 +3%
JCAM
46
Jericho Capital Asset Management
New York
$131M +$117M +8,998,470 New
State of Tennessee, Department of Treasury
47
State of Tennessee, Department of Treasury
Tennessee
$120M +$6.26M +481,850 +6%
AllianceBernstein
48
AllianceBernstein
Tennessee
$119M +$9.98M +767,920 +10%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$116M +$47M +3,619,150 +83%
BWCA
50
Brenner West Capital Advisors
New York
$113M -$21.6M -1,664,560 -18%
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AVGO Hedge Fund Activity: Q4 2015 in Review

593 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2015, worth a combined $34.1B — up 21% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AVGO positions and 87 closed out — a net gain of 1 holder — while 241 added to existing stakes and 208 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $393M. The largest seller was Westpac Banking Corp, cutting an estimated $327M.

  • 593 institutional investors held Broadcom (AVGO) as of Q4 2015, down from 599 in Q3 2015.
  • Funds reported $34.1B of Broadcom stock for Q4 2015, up 21% quarter-over-quarter.
  • 88 funds opened new Broadcom positions in Q4 2015 and 87 closed out, a net change of +1 holder.
  • The largest Broadcom buyer in Q4 2015 was Fidelity Investments, an estimated $393M added.
  • The largest Broadcom seller in Q4 2015 was Westpac Banking Corp, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2015.