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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
BF
526
BOK Financial
Oklahoma
$1.11M -$327K -18,870 -23%
Koshinski Asset Management
527
Koshinski Asset Management
Illinois
$1.11M +$36K +2,080 +3%
GHCM
528
Glen Harbor Capital Management
California
$1.11M +$1.08M +62,560 New
SSWM
529
Sheets Smith Wealth Management
North Carolina
$1.09M +$159K +9,150 +17%
CFP
530
Cornerstone Financial Partners
North Carolina
$1.09M -$108K -6,260 -9%
NCIM
531
New Century Investment Management
Michigan
$1.06M -$412K -23,780 -28%
BIM
532
Baldwin Investment Management
Pennsylvania
$1.05M +$212K +12,250 +26%
Jones Financial Companies
533
Jones Financial Companies
Missouri
$1.04M +$477K +27,530 +88%
SI
534
Scout Investments
Missouri
$1.03M -$38.8K -2,240 -4%
TW
535
Transform Wealth
Colorado
$1.03M +$29.6K +1,710 +3%
DWA
536
Dorsey Wright & Associates
California
$1.02M +$150K +8,640 +18%
PCM
537
Princeton Capital Management
New Jersey
$1.01M -$278K -16,070 -22%
CWM
538
Confluence Wealth Management
Oregon
$998K +$10.2K +590 +1%
QI
539
QS Investors
New York
$992K -$28.4K -1,640 -3%
LIA
540
LS Investment Advisors
Michigan
$982K +$14.6K +840 +2%
AWP
541
Ascent Wealth Partners
New York
$980K -$24.1K -1,390 -2%
MFS
542
MSI Financial Services
Massachusetts
$970K +$373K +21,550 +65%
HAG
543
HighPoint Advisor Group
Illinois
$966K -$171K -9,880 -18%
DCM
544
Driehaus Capital Management
Illinois
$950K -$465K -26,850 -33%
TI
545
Trexquant Investment
Connecticut
$937K +$918K +53,000 New
LP
546
LMR Partners
United Kingdom
$928K +$910K +52,500 New
RFC
547
Regions Financial Corp
Alabama
$924K +$65.5K +3,780 +8%
Cambridge Investment Research Advisors
548
Cambridge Investment Research Advisors
Iowa
$916K -$129K -7,470 -13%
MCIM
549
Meadow Creek Investment Management
Georgia
$911K +$893K +51,520 New
FCFC
550
First Commonwealth Financial Corp
Pennsylvania
$892K -$16.8K -970 -2%

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.