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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
WT
726
Whittier Trust
California
$129K -$1.74M -100,680 -93%
MBT
727
Montecito Bank & Trust
California
$129K +$126K +7,300 New
SNT
728
Security National Trust
West Virginia
$125K
KF
729
Krilogy Financial
Missouri
$124K +$8.66K +500 +8%
PCP
730
Proficio Capital Partners
Massachusetts
$112K +$3.64K +210 +3%
CM
731
Castleark Management
Illinois
$110K
FHA
732
First Horizon Advisors
Tennessee
$109K
WA
733
WFG Advisors
Texas
$106K
SWA
734
Sutton Wealth Advisors
Florida
$99.7K +$520 +30 +0.5%
EWM
735
Evercore Wealth Management
New York
$98K +$10.6K +610 +12%
KTC
736
Kistler-Tiffany Companies
Pennsylvania
$97K -$10.6K -610 -10%
MIC
737
MU Investments Company
Japan
$95K -$46.8K -2,700 -34%
BL
738
Balentine LLC
Georgia
$94K +$3.46K +200 +4%
SSB
739
Sandy Spring Bank
Maryland
$94K +$4.33K +250 +5%
Carson Wealth (CWM LLC)
740
Carson Wealth (CWM LLC)
Nebraska
$94K +$44.5K +2,570 +94%
WPA
741
West Paces Advisors
Georgia
$92.3K +$90.4K +5,220 New
CCMW
742
Cypress Capital Management (Wyoming)
Wyoming
$91.7K
WIM
743
Westside Investment Management
California
$89.7K +$86.6K +5,000 New
ECM
744
Elgethun Capital Management
South Dakota
$89K +$86.6K +5,000 New
PAM
745
Paradigm Asset Management
New York
$88.4K +$86.6K +5,000 New
DBT
746
Dubuque Bank & Trust
Iowa
$88K
FNBT
747
FineMark National Bank & Trust
Florida
$87K -$4.33K -250 -5%
PA
748
Parallel Advisors
California
$82K +$80.2K +4,630 New
AIM
749
Advantage Investment Management
Iowa
$80K +$78K +4,500 New
PMFA
750
Plante Moran Financial Advisors
Michigan
$74K -$81.6K -4,710 -53%

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.