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Broadcom
AVGO

751 hedge funds and large institutions have $45.5B invested in Broadcom in 2016 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 303 increasing their positions, 247 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 66

29% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $815M

23% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 247

7% more funds holding

Funds holding: 702 → 751 (+49)

3% more capital invested

Capital invested by funds: $44.3B → $45.5B (+$1.15B)

0% more funds holding in top 10

Funds holding in top 10: 55 → 55 (0)

Holders
751
Holders Change
+49
Holders Change %
+6.98%
% of All Funds
20.03%
Holding in Top 10
55
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.47%
New
124
Increased
303
Reduced
247
Closed
66
Calls
$1.05B
Puts
$815M
Net Calls
+$233M
Net Calls Change
-$46.7M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$223M
2
Franklin Resources
Franklin Resources
California
+$220M
3
PC
PointState Capital
New York
+$218M
4
SC
Sculptor Capital
New York
+$176M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$618M
2
SLG
Silver Lake Group
California
-$475M
3
TP
Third Point
New York
-$201M
4
MC
Maverick Capital
Texas
-$133M
5
CS
Credit Suisse
Switzerland
-$131M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIS
776
Wright Investors Service
Connecticut
– -$400K -25,900 Closed
ACM
777
Avalon Capital Management
California
– -$393K -25,420 Closed
GCP
778
GSA Capital Partners
United Kingdom
– -$388K -25,140 Closed
PAM
779
PartnerRe Asset Management
Connecticut
– -$386K -25,010 Closed
Two Sigma Investments
780
Two Sigma Investments
New York
– -$353K -23,200 Closed
CAAS
781
Capital Asset Advisory Services
Michigan
– -$358K -23,150 Closed
HNB
782
Huntington National Bank
Ohio
– -$292K -22,960 Closed
SSP
783
Sapphire Star Partners
Washington
– -$319K -22,000 Closed
WSCM
784
Wellington Shields Capital Management
New York
– -$340K -22,000 Closed
SRAM
785
Stone Ridge Asset Management
New York
– -$280K -18,120 Closed
HB
786
Homrich & Berg
Georgia
– -$267K -17,280 Closed
AI
787
Analytic Investors
California
– -$253K -16,390 Closed
AAM
788
Aureus Asset Management
Massachusetts
– -$238K -15,400 Closed
BFS
789
Bradley Foster & Sargent
Connecticut
– -$232K -15,000 Closed
Fuller & Thaler Asset Management
790
Fuller & Thaler Asset Management
California
– -$232K -15,000 Closed
IAA
791
Ironsides Asset Advisors
North Carolina
– -$210K -13,560 Closed
CPC
792
Cookson Peirce & Co
Pennsylvania
– -$205K -13,250 Closed
CSIC
793
Clifford Swan Investment Counsel
California
– -$204K -13,210 Closed
CCIA
794
Campbell & Co Investment Adviser
Maryland
– -$201K -12,990 Closed
SPC
795
Sigma Planning Corp
Michigan
– -$200K -12,960 Closed
LOAMS
796
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$167K -10,760 Closed
TIM
797
Thornburg Investment Management
New Mexico
– -$159K -10,290 Closed
QT
798
Quantbot Technologies
New York
– -$157K -10,180 Closed
MSE
799
MUFG Securities EMEA
United Kingdom
– -$103K -6,740 Closed
IIM
800
Ipswich Investment Management
Massachusetts
– -$93K -6,500 Closed
29 30 31
32
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AVGO Hedge Fund Activity: Q2 2016 in Review

751 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2016, worth a combined $45.5B — up 2.6% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new AVGO positions and 66 closed out — a net gain of 58 holders — while 303 added to existing stakes and 247 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $223M. The largest seller was JP Morgan Chase, cutting an estimated $618M.

  • 751 institutional investors held Broadcom (AVGO) as of Q2 2016, up from 702 in Q1 2016.
  • Funds reported $45.5B of Broadcom stock for Q2 2016, up 2.6% quarter-over-quarter.
  • 124 funds opened new Broadcom positions in Q2 2016 and 66 closed out, a net change of +58 holders.
  • The largest Broadcom buyer in Q2 2016 was Citadel Advisors, an estimated $223M added.
  • The largest Broadcom seller in Q2 2016 was JP Morgan Chase, an estimated $618M sold.

Based on aggregated 13F filings for Q2 2016.