We are live on ! Find out more
AVGO icon

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
HH
676
Hilltop Holdings
Texas
$270K -$19.9K -1,150 -7%
GLI
677
Guardian Life Insurance
New York
$269K +$24.3K +1,400 +10%
SRSA
678
S.R. Schill & Associates
Washington
$268K +$24.8K +1,430 +10%
MC
679
Middleton & Co
Massachusetts
$266K -$34.6K -2,000 -12%
DY
680
Dowling & Yahnke
California
$265K -$56K -3,230 -18%
IIM
681
Intact Investment Management
Quebec, Canada
$265K +$260K +15,000 New
CG
682
Clinton Group
New York
$260K -$2.89M -167,060 -92%
AAM
683
Aureus Asset Management
Massachusetts
$260K +$32.9K +1,900 +15%
AIS
684
AlphaOne Investment Services
Pennsylvania
$257K -$46.8K -2,700 -16%
APP
685
Avantax Planning Partners
Iowa
$256K +$251K +14,470 New
WIC
686
Water Island Capital
New York
$255K +$7.8K +450 +3%
CAN
687
Cetera Advisor Networks
California
$252K -$110K -6,330 -31%
CSM
688
CAMG Solamere Management
North Carolina
$249K +$244K +14,080 New
ACM
689
AUA Capital Management
Pennsylvania
$247K +$243K +14,000 New
RMCM
690
Reynders McVeigh Capital Management
Massachusetts
$239K -$8.66K -500 -4%
ATC
691
Argent Trust Co
Tennessee
$239K +$27.7K +1,600 +13%
CLOS
692
Compagnie Lombard Odier SCmA
Switzerland
$239K +$173K +10,000 +286%
ADL
693
Asset Dedication LLC
California
$236K +$238K +13,730 New
CBU
694
CIBC Bank USA
Illinois
$234K -$30.3K -1,750 -12%
SI
695
SII Investments
Wisconsin
$234K +$231K +13,320 New
HSA
696
HBK Sorce Advisory
Pennsylvania
$233K +$229K +13,190 New
MFW
697
Mosaic Family Wealth
Missouri
$232K -$31.7K -1,830 -12%
HCM
698
Hollencrest Capital Management
California
$232K
SBIA
699
Sheaff Brock Investment Advisors
Indiana
$231K +$19.8K +1,140 +10%
MAM
700
Martingale Asset Management
Massachusetts
$231K +$226K +13,040 New

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.