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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
AIM
526
Advantage Investment Management
Iowa
$19K
AA
527
Apriem Advisors
California
$19K
PMFA
528
Plante Moran Financial Advisors
Michigan
$17K -$3.55K -310 -19%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$17K
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$16K -$14.4K -1,260 -50%
TDC
531
Thompson Davis & Co
Virginia
$15K -$5.62K -490 -30%
ZB
532
Zions Bancorporation
Utah
$15K +$13.5K +1,180 New
CHP
533
Cable Hill Partners
Oregon
$14K
WTC
534
WhitTier Trust Company
Nevada
$13K
FMA
535
FNY Managed Accounts
New York
$12.7K +$11.5K +1,000 New
BRWM
536
B. Riley Wealth Management
Tennessee
$12K +$11.5K +1,000 New
DADC
537
D.A. Davidson & Co
Montana
$10K +$5.16K +450 +125%
AF
538
Allworth Financial
California
$9K +$7.8K +680 New
CBT
539
Central Bank & Trust
Kentucky
$9K +$8.37K +730 New
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$8.76K
AWS
541
Aris Wealth Services
Pennsylvania
$7K +$6.65K +580 New
LWA
542
Lowe Wealth Advisors
Maryland
$6K
RFA
543
Reilly Financial Advisors
California
$6K
TIM
544
Tortoise Investment Management
New York
$6K
CAW
545
Cornerstone Advisors (Washington)
Washington
$5K
KT
546
Kanaly Trust
Texas
$5K
TFA
547
Transamerica Financial Advisors
Florida
$5K +$4.36K +380 New
EWM
548
Evercore Wealth Management
New York
$5K +$4.93K +430 New
FNBOO
549
First National Bank of Omaha
Nebraska
$3.73K +$3.66M +319,260 New
PFO
550
Pathstone Family Office
New Jersey
$3K

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.