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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
DSC
751
Duncker Streett & Co
Missouri
$71K +$43.3K +2,500 +167%
OHS
752
Odey Holdings (Switzerland)
Switzerland
$71K +$69.6K +4,020 New
RFA
753
Reilly Financial Advisors
California
$67K +$64.8K +3,740 +12,467%
WAM
754
Wolverine Asset Management
Illinois
$67K +$66.2K +3,820 New
ACS
755
Archford Capital Strategies
Illinois
$65K
ZB
756
Zions Bancorporation
Utah
$63K
WB
757
Webster Bank
Connecticut
$63K +$61K +3,520 New
AWM
758
AllSquare Wealth Management
New York
$62K +$60.6K +3,500 New
FFW
759
Fusion Family Wealth
New York
$60K +$58.6K +3,380 New
CB
760
Community Bank
New York
$57K -$8.66K -500 -13%
CAW
761
Cornerstone Advisors (Washington)
Washington
$56K +$12.6K +730 +30%
MA
762
MUFG Americas
New York
$53K -$1.29M -74,510 -96%
AF
763
Allworth Financial
California
$52K +$51.5K +2,970 New
SFG
764
SevenBridge Financial Group
Pennsylvania
$51K
PFBT
765
Parkside Financial Bank & Trust
Missouri
$51K +$50.4K +2,910 New
LWM
766
LBA Wealth Management
Florida
$48K +$34.3K +1,980 +268%
WOC
767
West Oak Capital
California
$47.9K +$17.3K +1,000 +58%
CG
768
Cutler Group
California
$46K -$5.14M -296,570 -99%
PG
769
Patten Group
Tennessee
$45K
BIG
770
Bellwether Investment Group
Tennessee
$45K +$44K +2,540 New
PCTC
771
Perkins Coie Trust Company
Washington
$42K +$41.1K +2,370 New
GRP
772
Global Retirement Partners
California
$41K +$40.2K +2,320 New
CFD
773
Creative Financial Designs
Indiana
$39K +$38.1K +2,200 New
FQ
774
First Quadrant
California
$35K
GWS
775
Glassman Wealth Services
Virginia
$35K +$17K +980 +98%

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.