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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
USAA
101
United Services Automobile Association
Texas
$78.8M -$1.28M -73,660 -2%
EVM
102
Eaton Vance Management
Massachusetts
$78.8M +$9.51M +548,820 +14%
D.E. Shaw & Co
103
D.E. Shaw & Co
New York
$77.8M -$100M -5,786,330 -57%
AII
104
AGF Investments Inc
Ontario, Canada
$75.6M +$1.97M +113,920 +3%
RCM
105
Roystone Capital Management
New York
$75.4M +$6.34M +366,000 +9%
Jennison Associates
106
Jennison Associates
New York
$74.8M +$20.8M +1,197,990 +39%
SEI Investments
107
SEI Investments
Pennsylvania
$73.7M +$2.61M +150,530 +4%
First Trust Advisors
108
First Trust Advisors
Illinois
$71.3M +$38M +2,190,620 +119%
FMI
109
Factory Mutual Insurance
Massachusetts
$70.9M -$4.68M -270,000 -6%
Westfield Capital Management
110
Westfield Capital Management
Massachusetts
$68.9M -$7.88M -455,090 -10%
TGHSA
111
TPG Group Holdings (SBS) Advisors
Texas
$67.6M -$10.4M -603,080 -14%
Credit Agricole
112
Credit Agricole
France
$67.5M +$5.91M +341,270 +10%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$66.5M +$64.1M +3,698,450 New
PWLP
114
Prio Wealth Limited Partnership
Massachusetts
$63.1M -$3.33M -192,210 -5%
CRM
115
Cramer Rosenthal McGlynn
Connecticut
$63.1M +$4.3M +248,340 +7%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$60.3M -$4.75M -274,330 -7%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$59.1M +$366K +21,100 +0.6%
NFA
118
Nationwide Fund Advisors
Ohio
$59.1M -$12.3M -710,980 -18%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$57.9M
TD Asset Management
120
TD Asset Management
Ontario, Canada
$57.9M +$13.5M +780,670 +31%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$57M -$736K -42,480 -1%
TCP
122
Tourbillon Capital Partners
New York
$56.7M -$133M -7,690,000 -71%
APG Asset Management
123
APG Asset Management
Netherlands
$55.5M -$19M -1,096,030 -25%
Aviva
124
Aviva
United Kingdom
$54.4M +$4.76M +274,920 +10%
CPM
125
Crescent Park Management
California
$53.8M

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.