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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
EARNEST Partners
776
EARNEST Partners
Georgia
$32K +$31.4K +1,810 New
IIC
777
Integrated Investment Consultants
Michigan
$30K
KT
778
Kanaly Trust
Texas
$30K
WTC
779
WhitTier Trust Company
Nevada
$28K -$173 -10 -0.6%
CFA
780
Carroll Financial Associates
North Carolina
$23K
TFO
781
Tarbox Family Office
California
$23K
EFSCE
782
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$6.76K +390 +42%
HIIFS
783
Harel Insurance Investments & Financial Services
Israel
$23K +$20.3K +1,170 +975%
IWA
784
IBEX Wealth Advisors
New Jersey
$22K +$19.9K +1,150 New
TDC
785
Thompson Davis & Co
Virginia
$21K -$3.81K -220 -16%
GAM
786
Gemmer Asset Management
California
$21K +$1.39K +80 +7%
MBT
787
Monroe Bank & Trust
Michigan
$21K +$20.4K +1,180 New
EF
788
Empirical Finance
Pennsylvania
$20K +$18.9K +1,090 New
CCM
789
Cribstone Capital Management
Maine
$19K -$4.85K -280 -22%
QAM
790
QCI Asset Management
New York
$19K
CPA
791
Clear Perspective Advisors
Illinois
$19K +$18.9K +1,090 New
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$18.6K +$18.2K +1,050 New
FIB
793
First Interstate Bank
Montana
$18K
TC
794
Trust Company
Kansas
$18K
CHP
795
Cable Hill Partners
Oregon
$18K +$16.1K +930 +1,329%
ACM
796
Alethea Capital Management
Washington
$18K +$17.3K +1,000 New
AA
797
Ancora Advisors
Ohio
$18K +$17.3K +1,000 New
PA
798
Perennial Advisors
New York
$18K +$17.3K +1,000 New
BWM
799
Baystate Wealth Management
Massachusetts
$18K +$18K +1,040 New
YCM
800
Yakira Capital Management
Connecticut
$17K -$52.3K -3,020 -76%

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.