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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
CSIC
701
Clifford Swan Investment Counsel
California
$226K -$14.7K -850 -6%
WA
702
WBH Advisory
Maryland
$220K
SM
703
Sciencast Management
New Jersey
$220K +$215K +12,430 New
BFEC
704
Benjamin F. Edwards & Company
Missouri
$219K +$32.9K +1,900 +18%
WI
705
WBI Investments
New Jersey
$213K -$34.3K -1,980 -14%
QCG
706
Quadrant Capital Group
Ohio
$212K -$4.5K -260 -2%
CCA
707
Catalyst Capital Advisors
New York
$212K +$208K +12,000 New
QI
708
Quotient Investors
New York
$212K +$208K +12,000 New
PFS
709
Prospera Financial Services
Texas
$211K -$37.4K -2,160 -15%
CCM
710
Catawba Capital Management
Virginia
$206K +$202K +11,640 New
BCM
711
Bluefin Capital Management
New York
$206K +$202K +11,650 New
IFB
712
iAB Financial Bank
Indiana
$206K +$202K +11,650 New
NL
713
NWAM LLC
Washington
$204K +$200K +11,560 New
PRS
714
Pinkerton Retirement Specialists
Idaho
$203K -$4.85K -280 -2%
CAS
715
Cue Advisory Services
Arizona
$201K +$197K +11,370 New
AA
716
Apriem Advisors
California
$192K +$113K +6,540 +151%
IWM
717
IHT Wealth Management
Illinois
$192K +$187K +10,790 New
BWP
718
Baldwin Wealth Partners
Massachusetts
$186K -$15.8K -910 -8%
SF
719
Synovus Financial
Georgia
$183K +$15.2K +880 +9%
BRC
720
Bell Rock Capital
Delaware
$177K +$173K +10,000 New
PI
721
PineBridge Investments
New York
$164K -$89.6K -5,170 -36%
WTB
722
Washington Trust Bank
Washington
$164K -$13K -750 -7%
CBOA
723
Commonwealth Bank of Australia
Australia
$161K +$22.2K +1,280 +16%
MCM
724
Manchester Capital Management
Vermont
$159K
BKA
725
Brick & Kyle Associates
Pennsylvania
$155K +$8.66K +500 +6%

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.