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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
FMLI
626
Fukoku Mutual Life Insurance
Japan
$420K +$121K +7,000 +42%
BAC
627
Boys Arnold & Co
North Carolina
$416K +$60.6K +3,500 +17%
HC
628
Henshaw Capital
Massachusetts
$416K
FMWA
629
Forvis Mazars Wealth Advisors
Missouri
$409K -$5.02K -290 -1%
FANJ
630
Financial Architects (New Jersey)
New Jersey
$405K -$108K -6,210 -21%
BAM
631
Berkshire Asset Management
Pennsylvania
$404K -$140K -8,080 -26%
ONB
632
Old National Bancorp
Indiana
$398K -$693 -40 -0.2%
RP
633
Reinhart Partners
Wisconsin
$388K +$380K +21,950 New
VIA
634
Vident Investment Advisory
Georgia
$382K +$375K +21,620 New
AR
635
Advisory Research
Illinois
$381K +$373K +21,530 New
GT
636
Glenview Trust
Kentucky
$380K +$372K +21,470 New
PGFC
637
Peapack-Gladstone Financial Corp
New Jersey
$378K -$28.4K -1,640 -7%
ZCA
638
Zeke Capital Advisors
Pennsylvania
$372K +$364K +21,030 New
RMDI
639
R.M. Davis Inc
Maine
$367K +$69.3K +4,000 +24%
CL
640
CSS LLC
Illinois
$366K +$39.8K +2,300 +12%
CC
641
CQS Cayman
Cayman Islands
$354K -$173K -10,000 -33%
HM
642
Harvest Management
New York
$354K +$346K +20,000 New
CYG
643
Clean Yield Group
Vermont
$351K -$19.9K -1,150 -5%
KIA
644
KCM Investment Advisors
California
$351K +$112K +6,440 +48%
IR
645
Invictus RG
Bermuda
$339K +$332K +19,190 New
CAMG
646
CWA Asset Management Group
Florida
$336K
Lazard Asset Management
647
Lazard Asset Management
New York
$335K
JFGLC
648
Johnson Financial Group LLC (Colorado)
Colorado
$334K +$327K +18,900 New
HIM
649
Hillsdale Investment Management
Ontario, Canada
$324K -$39.8K -2,300 -11%
GS
650
GAM Systematic
United Kingdom
$323K -$295K -17,010 -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.