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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
JG
201
Jefferies Group
New York
$17.4M +$14.9M +857,810 +669%
ASRS
202
Arizona State Retirement System
Arizona
$17.4M +$156K +9,000 +0.9%
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$17.4M +$4.74M +273,780 +39%
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$17.4M -$107K -6,150 -0.6%
SH
205
SeaTown Holdings
Singapore
$17.3M +$12M +690,000 +240%
ZIC
206
ZWJ Investment Counsel
Georgia
$17.1M +$568K +32,780 +4%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$17.1M +$4.45M +256,790 +36%
MWAC
208
Mariner Wealth Advisors (Cincinnati)
Ohio
$16.9M +$4.43M +255,680 +37%
AG
209
Aperio Group
California
$16.9M -$437K -25,220 -3%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$16.5M -$6.81M -392,850 -30%
DIA
211
Denver Investment Advisors
Colorado
$16.4M -$1.15M -66,580 -7%
ACM
212
ADI Capital Management
New York
$16.3M -$1.73M -100,000 -10%
EIM
213
ExxonMobil Investment Management
Texas
$16.3M -$1.56M -90,210 -9%
AWCI
214
Alpine Woods Capital Investors
New York
$16M +$260K +15,000 +2%
EAM
215
EverPoint Asset Management
Connecticut
$15.9M +$12.1M +700,000 +350%
EAM
216
Edge Asset Management
Washington
$15.8M +$486K +28,080 +3%
ADEF
217
Adams Diversified Equity Fund
Maryland
$15.7M +$15.4M +888,000 New
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.5M -$156K -9,000 -1%
SG Americas Securities
219
SG Americas Securities
New York
$15.3M +$10.2M +586,330 +209%
FAF
220
Fjarde Ap-fonden
Sweden
$15.2M -$1.42M -81,770 -9%
SEIA
221
Signature Estate & Investment Advisors
California
$15.1M -$48.2K -2,780 -0.3%
PA
222
Profund Advisors
Maryland
$15M +$1.05M +60,500 +8%
ERSOT
223
Employees Retirement System of Texas
Texas
$14.9M +$5.13M +296,000 +54%
GCC
224
Guardian Capital (Canada)
Ontario, Canada
$14.8M +$835K +48,170 +6%
JIR
225
James Investment Research
Ohio
$14.3M +$14.1M +811,360 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.