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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$204M -$8.58M -494,980 -4%
Charles Schwab
52
Charles Schwab
California
$199M +$5.96M +343,760 +3%
Swiss National Bank
53
Swiss National Bank
Switzerland
$195M +$3.45M +199,000 +2%
Renaissance Technologies
54
Renaissance Technologies
New York
$179M +$176M +10,144,960 New
O
55
OppenheimerFunds
New York
$172M -$56.5M -3,258,930 -25%
Boston Partners
56
Boston Partners
Massachusetts
$171M -$275K -15,900 -0.2%
CGI
57
CI Global Investments
California
$169M +$52.4M +3,023,410 +46%
Point72 Asset Management
58
Point72 Asset Management
Connecticut
$168M +$67.3M +3,887,310 +69%
UBS Group
59
UBS Group
Switzerland
$162M -$11.2M -647,430 -7%
DCM
60
Discovery Capital Management
Connecticut
$160M -$36.1M -2,083,180 -19%
CGT
61
Capital Guardian Trust
California
$155M +$152M +8,771,370 New
BA
62
BlackRock Advisors
Delaware
$152M +$10.6M +611,210 +8%
Federated Hermes
63
Federated Hermes
Pennsylvania
$152M -$19.4M -1,118,980 -12%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$146M -$7.46M -430,700 -5%
BlackRock
65
BlackRock
New York
$146M +$6.97M +402,040 +5%
TA
66
Teachers Advisors
New York
$145M -$13.8M -794,220 -9%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$144M +$15M +863,960 +12%
PI
68
Putnam Investments
Massachusetts
$143M +$17.9M +1,030,930 +15%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$141M -$10.9M -632,000 -7%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$139M -$3.62M -209,000 -3%
PPA
71
Parametric Portfolio Associates
Washington
$131M +$10.7M +617,200 +9%
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$131M -$1.51M -86,920 -1%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$131M +$6.8M +392,640 +6%
Swedbank
74
Swedbank
Sweden
$128M +$24.7M +1,424,630 +24%
BWCA
75
Brenner West Capital Advisors
New York
$128M +$3.43M +198,160 +3%

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.