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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
ICOA
601
Investment Centers of America
North Dakota
$548K +$44.7K +2,580 +9%
ACP
602
Aveo Capital Partners
Colorado
$546K +$535K +30,870 New
IB
603
Intrust Bank
Kansas
$538K +$31.2K +1,800 +6%
GBT
604
Grove Bank & Trust
Florida
$538K +$222K +12,840 +73%
ARMT
605
Amica Retiree Medical Trust
Rhode Island
$527K +$218K +12,570 +73%
TAM
606
Tyers Asset Management
Texas
$520K +$510K +29,440 New
PFPT
607
Pinnacle Financial Partners (Tennessee)
Tennessee
$516K +$16.5K +950 +3%
PP
608
Palladium Partners
Virginia
$511K +$501K +28,910 New
BTNA
609
Bremer Trust National Association
Minnesota
$505K -$76.7K -4,430 -13%
SPM
610
Symmetry Peak Management
Pennsylvania
$504K +$494K +28,500 New
BA
611
Bristol Advisors
Pennsylvania
$495K +$485K +28,000 New
DCM
612
Dupont Capital Management
Delaware
$492K +$482K +27,810 New
SBA
613
Seven Bridges Advisors
New York
$485K -$445K -25,710 -48%
OIA
614
Optimum Investment Advisors
Illinois
$483K +$26K +1,500 +6%
TF
615
Tompkins Financial
New York
$463K
FWM
616
Frontier Wealth Management
Missouri
$463K +$104K +5,980 +30%
TSWM
617
Triangle Securities Wealth Management
North Carolina
$455K -$28.9K -1,670 -6%
PAA
618
Peregrine Asset Advisers
Oregon
$449K +$93.4K +5,390 +27%
DC
619
Davenport & Co
Virginia
$438K -$25.8K -1,490 -6%
MMPW
620
Mitchell McLeod Pugh & Williams
Alabama
$435K +$71.6K +4,130 +20%
UR
621
USCA RIA
Texas
$433K -$407K -23,500 -49%
MTIM
622
Marathon Trading Investment Management
Pennsylvania
$432K -$20.1K -1,160 -5%
NFG
623
Next Financial Group
Texas
$431K +$29.3K +1,690 +7%
SMG
624
Spectrum Management Group
Indiana
$431K +$423K +24,400 New
CAIMH
625
Central Asset Investments & Management Holdings
Hong Kong
$424K -$385K -22,200 -48%

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.