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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
CK
501
Cohen Klingenstein
New York
$1.43M
CO
502
Caldwell & Orkin
Georgia
$1.41M -$1.2M -69,000 -46%
RJT
503
Raymond James Trust
Florida
$1.39M +$1.37M +78,810 New
HHMI
504
Howard Hughes Medical Institute
Maryland
$1.37M -$1.31M -75,570 -49%
CTA
505
Chesley Taft & Associates
Illinois
$1.34M +$13.9K +800 +1%
W
506
Wealthfront
California
$1.34M +$53.2K +3,070 +4%
QT
507
Quantbot Technologies
New York
$1.34M +$1.31M +75,860 New
CIM
508
CIM Investment Management
Pennsylvania
$1.3M +$9.36K +540 +0.7%
Northwestern Mutual Wealth Management
509
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$1.22M +70,340 New
TMAM
510
Tokio Marine Asset Management
Japan
$1.29M -$473K -27,280 -27%
ID
511
Integral Derivatives
New York
$1.26M +$1.24M +71,500 New
FAM
512
Foresters Asset Management
Ontario, Canada
$1.25M -$104K -6,000 -8%
FB
513
Fulton Bank
Pennsylvania
$1.24M -$59.3K -3,420 -5%
HJMC
514
Hellman Jordan Management Company
Massachusetts
$1.23M -$3.46K -200 -0.3%
PAI
515
Pittenger & Anderson Inc
Nebraska
$1.23M +$32.9K +1,900 +3%
CI
516
Cavalier Investments
Georgia
$1.22M
CI Investments Inc
517
CI Investments Inc
Ontario, Canada
$1.22M
RJFSA
518
Raymond James Financial Services Advisors
Florida
$1.18M -$2.27M -130,950 -66%
CCP
519
Corient Capital Partners
California
$1.16M -$36K -2,080 -3%
AL
520
Agran Libbie
California
$1.16M +$107K +6,150 +10%
KeyBank National Association
521
KeyBank National Association
Ohio
$1.16M -$44K -2,540 -4%
BCM
522
Bayesian Capital Management
New York
$1.15M +$1.13M +65,000 New
WSA
523
Wall Street Associates
California
$1.13M
WS
524
Wedbush Securities
California
$1.12M +$1.1M +63,280 New
FWCM
525
First Western Capital Management
California
$1.12M -$3.44M -198,500 -76%

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.