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Broadcom

772 hedge funds and large institutions have $50.5B invested in Broadcom in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 302 increasing their positions, 293 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $662M

50% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 58

16% more funds holding in top 10

Funds holding in top 10: 5564 (+9)

11% more capital invested

Capital invested by funds: $45.5B → $50.5B (+$5.03B)

3% more funds holding

Funds holding: 751772 (+21)

3% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 293

Holders
772
Holders Change
+21
Holders Change %
+2.8%
% of All Funds
20.6%
Holding in Top 10
64
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.36%
% of All Funds
1.71%
New
87
Increased
302
Reduced
293
Closed
58
Calls
$1.16B
Puts
$662M
Net Calls
+$501M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.19B +$137M +8,180,880 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.83B +$408M +24,385,420 +12%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.82B -$125M -7,452,530 -4%
State Street
4
State Street
Massachusetts
$2.55B +$155M +9,289,910 +7%
SLG
5
Silver Lake Group
California
$1.84B
BIT
6
BlackRock Institutional Trust
California
$1.75B +$118M +7,074,620 +7%
ClearBridge Investments
7
ClearBridge Investments
New York
$1.48B -$73.6M -4,398,910 -5%
Invesco
8
Invesco
Georgia
$1.45B +$32.2M +1,927,960 +2%
Ameriprise
9
Ameriprise
Minnesota
$1.05B -$16.1M -962,230 -2%
Norges Bank
10
Norges Bank
Norway
$1.04B +$510M +30,489,620 +89%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1B +$29.2M +1,748,700 +3%
Bank of America
12
Bank of America
North Carolina
$946M -$18.7M -1,117,060 -2%
BFA
13
BlackRock Fund Advisors
California
$890M +$55.3M +3,304,460 +7%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$870M +$15.7M +938,750 +2%
Viking Global Investors
15
Viking Global Investors
Connecticut
$786M -$947M -56,637,540 -55%
Northern Trust
16
Northern Trust
Illinois
$766M +$30.1M +1,800,800 +4%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$721M +$89.8M +5,371,500 +15%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$684M -$7.83M -468,400 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$569M +$47M +2,810,870 +9%
Wells Fargo
20
Wells Fargo
California
$553M +$49.7M +2,968,980 +10%
BG
21
BlackRock Group
United Kingdom
$526M +$21M +1,256,110 +4%
UBS AM
22
UBS AM
Illinois
$522M +$84.1M +5,027,470 +20%
Citadel Advisors
23
Citadel Advisors
Florida
$482M -$44.4M -2,656,010 -9%
LPC
24
Lone Pine Capital
Connecticut
$450M +$436M +26,065,930 New
Winslow Capital Management
25
Winslow Capital Management
Minnesota
$447M -$37.7M -2,256,200 -8%

AVGO Hedge Fund Activity: Q3 2016 in Review

772 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2016, worth a combined $50.5B — up 11% from $45.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AVGO positions and 58 closed out — a net gain of 29 holders — while 302 added to existing stakes and 293 trimmed.

The largest buyer was Norges Bank, adding an estimated $510M. The largest seller was Viking Global Investors, cutting an estimated $947M.

  • 772 institutional investors held Broadcom (AVGO) as of Q3 2016, up from 751 in Q2 2016.
  • Funds reported $50.5B of Broadcom stock for Q3 2016, up 11% quarter-over-quarter.
  • 87 funds opened new Broadcom positions in Q3 2016 and 58 closed out, a net change of +29 holders.
  • The largest Broadcom buyer in Q3 2016 was Norges Bank, an estimated $510M added.
  • The largest Broadcom seller in Q3 2016 was Viking Global Investors, an estimated $947M sold.

Based on aggregated 13F filings for Q3 2016.