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Broadcom

702 hedge funds and large institutions have $44.3B invested in Broadcom in 2016 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 329 increasing their positions, 147 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 86

124% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 147

56% more call options, than puts

Call options by funds: $780M | Put options by funds: $500M

30% more capital invested

Capital invested by funds: $34.1B → $44.3B (+$10.2B)

22% more funds holding in top 10

Funds holding in top 10: 4555 (+10)

18% more funds holding

Funds holding: 593702 (+109)

Holders
702
Holders Change
+109
Holders Change %
+18.38%
% of All Funds
18.71%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
1.47%
New
197
Increased
329
Reduced
147
Closed
86
Calls
$780M
Puts
$500M
Net Calls
+$280M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$136M +$49M +3,625,810 +70%
MC
52
Maverick Capital
Texas
$133M +$88.2M +6,525,870 +313%
Victory Capital Management
53
Victory Capital Management
Texas
$131M -$30.3M -2,241,820 -21%
CCI
54
Columbus Circle Investors
$129M +$42M +3,103,710 +59%
Artisan Partners
55
Artisan Partners
Wisconsin
$129M +$40.8M +3,014,830 +57%
Westfield Capital Management
56
Westfield Capital Management
Massachusetts
$125M +$16.8M +1,245,020 +18%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$125M +$45.1M +3,333,420 +70%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$124M +$31.1M +2,298,350 +40%
Adage Capital Partners
59
Adage Capital Partners
Massachusetts
$123M +$95.3M +7,049,830 +768%
BWCA
60
Brenner West Capital Advisors
New York
$122M +$1.34M +99,370 +1%
Ninety One (UK)
61
Ninety One (UK)
United Kingdom
$117M -$289K -21,410 -0.3%
UBS Group
62
UBS Group
Switzerland
$116M -$35.7M -2,640,500 -26%
BIM
63
BlackRock Investment Management
Delaware
$115M +$26.1M +1,933,450 +35%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$113M +$35.6M +2,630,250 +56%
PPA
65
Parametric Portfolio Associates
Washington
$112M +$53.6M +3,962,860 +121%
IIM
66
Ivory Investment Management
New York
$110M +$6.17M +456,260 +7%
Bessemer Group
67
Bessemer Group
New Jersey
$109M +$1.99M +146,840 +2%
American Century Companies
68
American Century Companies
Missouri
$107M -$4.06M -300,200 -4%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$102M +$40.2M +2,973,650 +82%
WRF
70
Waddell & Reed Financial
Kansas
$101M +$88.7M +6,564,290 New
BlackRock
71
BlackRock
New York
$98.9M +$1.7M +125,870 +2%
TBC
72
Three Bays Capital
Massachusetts
$96.8M +$14.5M +1,076,000 +21%
SCA
73
Southpoint Capital Advisors
New York
$96.6M -$16.9M -1,250,000 -17%
PI
74
Putnam Investments
Massachusetts
$96.4M +$2.19M +162,210 +3%
MC
75
Maplelane Capital
New York
$94.2M +$9.5M +702,400 +13%

AVGO Hedge Fund Activity: Q1 2016 in Review

702 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2016, worth a combined $44.3B — up 30% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new AVGO positions and 86 closed out — a net gain of 111 holders — while 329 added to existing stakes and 147 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $1.31B. The largest seller was abrdn Investment Management, exiting entirely with an estimated $516M sold.

  • 702 institutional investors held Broadcom (AVGO) as of Q1 2016, up from 593 in Q4 2015.
  • Funds reported $44.3B of Broadcom stock for Q1 2016, up 30% quarter-over-quarter.
  • 197 funds opened new Broadcom positions in Q1 2016 and 86 closed out, a net change of +111 holders.
  • The largest Broadcom buyer in Q1 2016 was ClearBridge Investments, an estimated $1.31B added.
  • The largest Broadcom seller in Q1 2016 was abrdn Investment Management, an estimated $516M sold.

Based on aggregated 13F filings for Q1 2016.