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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
TWA
801
TCI Wealth Advisors
Arizona
$17K -$7.1K -410 -29%
WA
802
Winfield Associates
Ohio
$14K +$866 +50 +7%
OFW
803
Omnia Family Wealth
Florida
$14K +$13.3K +770 New
LWA
804
Lowe Wealth Advisors
Maryland
$13K
AC
805
Alexandria Capital
Virginia
$13K +$1.21K +70 +11%
MUS
806
Mitsubishi UFJ Securities
Japan
$12K -$698K -40,300 -98%
HCM
807
Herndon Capital Management
Georgia
$11K -$427K -24,670 -97%
APSP
808
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
TRCT
809
Tower Research Capital (TRC)
New York
$9K +$8.84K +510 New
BTIS
810
BB&T Investment Services
North Carolina
$9K +$9.01K +520 New
JCM
811
Jacobi Capital Management
Pennsylvania
$8K -$5.72K -330 -43%
LNB
812
Ledyard National Bank
$8K
AWA
813
Artemis Wealth Advisors
New York
$8K +$8.32K +480 New
WAS
814
WESPAC Advisors SoCal
California
$7.78K
TSW
815
Thompson Siegel & Walmsley
Virginia
$7K +$3.64K +210 +124%
LS
816
Livforsakringsbolaget Skandia
Sweden
$6.46K -$20.5M -1,181,820 -76%
M
817
MOTCO
Texas
$6K
IP
818
Isthmus Partners
Wisconsin
$6K +$5.54K +320 New
VWM
819
Valley Wealth Managers
New Jersey
$6K +$5.89K +340 New
IDBONY
820
Israel Discount Bank of New York
New York
$6K +$6.06K +350 New
FMT
821
First Mercantile Trust
Tennessee
$5K
JIC
822
Joel Isaacson & Co
New York
$4K
TCOV
823
Trust Company of Vermont
Vermont
$4K +$3.46K +200 New
AAP
824
Arax Advisory Partners
Colorado
$4K +$3.64K +210 New
EA
825
Edge Advisors
Georgia
$3K +$3.29K +190 New

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.