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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
MPA
501
Marvin & Palmer Associates
Delaware
$76K
WA
502
WFG Advisors
Texas
$76K
FNBT
503
FineMark National Bank & Trust
Florida
$75K -$459 -40 -0.7%
FHA
504
First Horizon Advisors
Tennessee
$71K -$4.13K -360 -6%
SSB
505
Sandy Spring Bank
Maryland
$64K -$22.9K -2,000 -28%
MWP
506
MYCIO Wealth Partners
Pennsylvania
$60K
WTB
507
Washington Trust Bank
Washington
$60K
CFA
508
Camarda Financial Advisors
Florida
$58K +$15.9K +1,390 +44%
MA
509
MUFG Americas
New York
$56K
GXMC
510
Global X Management Company
New York
$51K -$12.8K -1,120 -22%
USGIU
511
U.S. Global Investors (USGI)
Texas
$51K +$45.9K +4,000 New
WT
512
Whittier Trust
California
$49K +$25.6K +2,230 +135%
PCM
513
Parsons Capital Management
Rhode Island
$48K +$43.6K +3,800 New
HMS
514
Hanseatic Management Services
New Mexico
$41K +$1.03K +90 +3%
UFA
515
US Financial Advisors
Massachusetts
$40K
IMS
516
Index Management Solutions
Pennsylvania
$38K -$1.08M -93,810 -97%
BKA
517
Brick & Kyle Associates
Pennsylvania
$38K +$34.4K +3,000 New
Manulife (Manufacturers Life Insurance)
518
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37K +$3.69M +321,750 +12%
KPCM
519
Kings Point Capital Management
New York
$28K
IC
520
Intersect Capital
California
$27K
MCM
521
MV Capital Management
Maryland
$27K +$1.72K +150 +8%
FANJ
522
Financial Architects (New Jersey)
New Jersey
$26K
GWS
523
Glassman Wealth Services
Virginia
$25K +$22.9K +2,000 New
WA
524
WealthTrust-Arizona
Arizona
$24K -$4.59K -400 -17%
AP
525
Advisors Preferred
Maryland
$21.5K -$106K -9,260 -85%

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.