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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
QSS
476
Quantitative Systematic Strategies
Florida
$234K -$222K -19,360 -52%
SPC
477
Sigma Planning Corp
Michigan
$234K +$211K +18,390 New
GCC
478
Guardian Capital (Canada)
Ontario, Canada
$232K +$210K +18,300 New
GIS
479
Guardian Investor Services
New York
$225K +$2.52K +220 +1%
FIM
480
Fernwood Investment Management
Massachusetts
$222K -$447K -39,000 -69%
MAM
481
Mizuho Asset Management
Japan
$220K +$53.7K +4,680 +37%
QC
482
Quadrature Capital
United Kingdom
$216K -$68.8K -6,000 -26%
DIA
483
Dana Investment Advisors
Wisconsin
$215K +$194K +16,900 New
Cambridge Investment Research Advisors
484
Cambridge Investment Research Advisors
Iowa
$212K -$64.8K -5,650 -25%
CBU
485
CIBC Bank USA
Illinois
$207K -$64.8K -5,650 -26%
FNB
486
First Niagara Bank
New York
$206K +$186K +16,190 New
CCIA
487
Campbell & Co Investment Adviser
Maryland
$205K -$1.01M -87,750 -84%
AGM
488
Alpine Global Management
New York
$203K -$416K -36,310 -69%
MFS
489
MSI Financial Services
Massachusetts
$179K +$40.8K +3,560 +34%
GLI
490
Guardian Life Insurance
New York
$142K -$35.5K -3,100 -22%
MUS
491
Mitsubishi UFJ Securities
Japan
$122K +$110K +9,600 New
NFG
492
Next Financial Group
Texas
$118K -$11.5K -1,000 -10%
BBHC
493
Brown Brothers Harriman & Co
New York
$117K
ACS
494
Archford Capital Strategies
Illinois
$109K -$13.6K -1,190 -12%
SAMC
495
Shinko Asset Management Company
Japan
$100K -$18.1K -1,580 -17%
JWM
496
Jacobus Wealth Management
Wisconsin
$100K +$90.6K +7,900 New
Acadian Asset Management
497
Acadian Asset Management
Massachusetts
$94K +$84.8K +7,400 New
SNT
498
Security National Trust
West Virginia
$86K
HR
499
Howe & Rusling
New York
$79K -$39.8K -3,470 -36%
CBOA
500
Commonwealth Bank of Australia
Australia
$76K -$11.5K -1,000 -14%

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.