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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
Morgan Stanley
26
Morgan Stanley
New York
$449M +$47.8M +2,761,380 +12%
UBS AM
27
UBS AM
Illinois
$414M -$118M -6,820,930 -23%
SIG
28
Senator Investment Group
New York
$407M
PP
29
Prudential plc
United Kingdom
$395M +$7.37M +425,670 +2%
Citadel Advisors
30
Citadel Advisors
Florida
$391M -$101M -5,820,030 -21%
SCP
31
Soroban Capital Partners
New York
$382M +$22M +1,272,700 +6%
Winslow Capital Management
32
Winslow Capital Management
Minnesota
$381M -$76.1M -4,392,630 -17%
Goldman Sachs
33
Goldman Sachs
New York
$380M +$41.3M +2,382,210 +12%
FAM
34
Fred Alger Management
New York
$379M -$40.9M -2,358,180 -10%
Coatue Management
35
Coatue Management
New York
$351M +$7.26M +418,910 +2%
Deutsche Bank
36
Deutsche Bank
Germany
$328M -$10M -579,230 -3%
LAM
37
Lyrical Asset Management
New York
$317M -$8.17M -471,710 -3%
Capital International Investors
38
Capital International Investors
California
$313M +$307M +17,733,290 New
Franklin Resources
39
Franklin Resources
California
$307M +$21.1M +1,216,470 +8%
Legal & General Group
40
Legal & General Group
United Kingdom
$306M +$299M +17,286,550 New
MC
41
Maplelane Capital
New York
$278M +$126M +7,250,910 +85%
Allianz Asset Management
42
Allianz Asset Management
Germany
$260M -$22.7M -1,310,150 -8%
CS
43
Credit Suisse
Switzerland
$260M -$17.5M -1,011,060 -6%
AllianceBernstein
44
AllianceBernstein
Tennessee
$259M +$60.6M +3,495,140 +31%
JHIU
45
Janus Henderson Investors US
Colorado
$259M -$2.81M -161,910 -1%
American Century Companies
46
American Century Companies
Missouri
$250M +$124M +7,147,140 +103%
BIM
47
BlackRock Investment Management
Delaware
$247M +$23.3M +1,345,120 +11%
Artisan Partners
48
Artisan Partners
Wisconsin
$231M +$37.3M +2,153,290 +20%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$229M +$17.2M +994,630 +8%
HJGA
50
Hardman Johnston Global Advisors
Connecticut
$206M -$6.3M -363,680 -3%

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.