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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
Bessemer Group
76
Bessemer Group
New Jersey
$128M +$548K +31,610 +0.4%
Victory Capital Management
77
Victory Capital Management
Texas
$121M -$19M -1,095,770 -14%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$120M -$908K -52,390 -0.8%
NCA
79
Newbrook Capital Advisors
New York
$116M +$34.6M +1,996,160 +44%
SCA
80
Southpoint Capital Advisors
New York
$115M +$17.3M +1,000,000 +18%
Korea Investment Corp
81
Korea Investment Corp
South Korea
$113M +$6.99M +403,670 +7%
YCMGA
82
York Capital Management Global Advisors
New York
$111M +$19.4M +1,122,410 +22%
Barclays
83
Barclays
United Kingdom
$110M +$16.4M +946,550 +18%
AIM
84
Assured Investment Management
New York
$108M -$3.93M -226,860 -4%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$104M +$5.2M +300,290 +5%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$102M +$50.8M +2,931,000 +99%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$101M -$13M -750,000 -12%
Principal Financial Group
88
Principal Financial Group
Iowa
$101M -$78.3K -4,520 -0.1%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$97.3M -$433K -24,980 -0.5%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$97.1M +$1.34M +77,570 +1%
Prudential Financial
91
Prudential Financial
New Jersey
$97M -$388K -22,400 -0.4%
GC
92
Guggenheim Capital
Illinois
$96.2M +$2.6M +149,930 +3%
RJA
93
Raymond James & Associates
Florida
$94M +$4.35M +251,210 +5%
BJ
94
BlackRock Japan
Japan
$92.3M +$2.99M +172,520 +3%
PIP
95
Permian Investment Partners
Texas
$90.8M +$26.9M +1,550,000 +43%
PC
96
PointState Capital
New York
$87.5M -$304M -17,549,050 -78%
AI
97
Axiom Investors
Connecticut
$86.4M +$6.75M +389,680 +9%
Citigroup
98
Citigroup
New York
$81.5M +$43.4M +2,506,780 +119%
CCI
99
Columbus Circle Investors
$81M -$41.3M -2,381,790 -34%
Voloridge Investment Management
100
Voloridge Investment Management
Florida
$80.8M +$79.2M +4,573,730 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.