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Broadcom

593 hedge funds and large institutions have $34.1B invested in Broadcom in 2015 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 241 increasing their positions, 208 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.06B

21% more capital invested

Capital invested by funds: $28.3B → $34.1B (+$5.86B)

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

16% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 208

1% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 87

1% less funds holding

Funds holding: 599593 (-6)

Holders
593
Holders Change
-6
Holders Change %
-1%
% of All Funds
15.56%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1.18%
New
88
Increased
241
Reduced
208
Closed
87
Calls
$1.32B
Puts
$1.06B
Net Calls
+$260M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.96B -$38.5M -2,960,190 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.49B +$393M +30,218,650 +21%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.26B +$110M +8,462,330 +6%
SLG
4
Silver Lake Group
California
$2B
State Street
5
State Street
Massachusetts
$1.41B +$43.2M +3,322,430 +4%
Invesco
6
Invesco
Georgia
$1.1B +$23.8M +1,831,190 +2%
Viking Global Investors
7
Viking Global Investors
Connecticut
$1.07B +$55.3M +4,254,040 +6%
BIT
8
BlackRock Institutional Trust
California
$951M +$5.22M +402,050 +0.6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$663M +$21.1M +1,623,590 +4%
Ameriprise
10
Ameriprise
Minnesota
$643M +$128M +9,813,590 +28%
Bank of America
11
Bank of America
North Carolina
$636M +$5.02M +386,510 +0.9%
JHIU
12
Janus Henderson Investors US
Colorado
$533M -$62.3M -4,794,730 -12%
SC
13
Sculptor Capital
New York
$516M +$65.7M +5,055,790 +17%
AIM
14
abrdn Investment Management
United Kingdom
$516M -$14.5M -1,112,940 -3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$513M -$57.4M -4,417,840 -11%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$496M +$31.4M +2,414,410 +8%
BFA
17
BlackRock Fund Advisors
California
$494M +$34.3M +2,642,950 +8%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$491M +$226M +17,380,490 +106%
PP
19
Prudential plc
United Kingdom
$490M -$2.78M -214,060 -0.6%
Winslow Capital Management
20
Winslow Capital Management
Minnesota
$414M -$24.7M -1,904,070 -6%
Northern Trust
21
Northern Trust
Illinois
$395M -$58.4M -4,496,810 -14%
Deutsche Bank
22
Deutsche Bank
Germany
$322M +$137M +10,549,790 +91%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$303M +$4.14M +318,440 +2%
Coatue Management
24
Coatue Management
New York
$290M -$304M -23,415,920 -54%
UBS AM
25
UBS AM
Illinois
$276M +$87.1M +6,698,690 +54%

AVGO Hedge Fund Activity: Q4 2015 in Review

593 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2015, worth a combined $34.1B — up 21% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AVGO positions and 87 closed out — a net gain of 1 holder — while 241 added to existing stakes and 208 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $393M. The largest seller was Westpac Banking Corp, cutting an estimated $327M.

  • 593 institutional investors held Broadcom (AVGO) as of Q4 2015, down from 599 in Q3 2015.
  • Funds reported $34.1B of Broadcom stock for Q4 2015, up 21% quarter-over-quarter.
  • 88 funds opened new Broadcom positions in Q4 2015 and 87 closed out, a net change of +1 holder.
  • The largest Broadcom buyer in Q4 2015 was Fidelity Investments, an estimated $393M added.
  • The largest Broadcom seller in Q4 2015 was Westpac Banking Corp, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2015.