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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
Capital World Investors
1
Capital World Investors
California
$7.75B +$7.59B +438,289,900 New
Capital Research Global Investors
2
Capital Research Global Investors
California
$5.61B +$5.5B +317,484,320 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.42B +$122M +7,065,660 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.45B -$465M -26,835,110 -12%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.93B +$34.6M +1,999,730 +1%
State Street
6
State Street
Massachusetts
$2.69B +$80.5M +4,645,910 +3%
BIT
7
BlackRock Institutional Trust
California
$1.84B +$40.8M +2,354,820 +2%
ClearBridge Investments
8
ClearBridge Investments
New York
$1.46B -$49.1M -2,834,580 -3%
Invesco
9
Invesco
Georgia
$1.34B -$137M -7,919,510 -9%
Ameriprise
10
Ameriprise
Minnesota
$1.31B +$236M +13,606,850 +22%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.15B +$404M +23,341,530 +56%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.06B +$27.2M +1,571,430 +3%
BFA
13
BlackRock Fund Advisors
California
$1.01B +$93.4M +5,388,700 +10%
Bank of America
14
Bank of America
North Carolina
$970M +$649K +37,480 +0.1%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$918M +$212M +12,259,840 +31%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$851M -$39.4M -2,272,790 -5%
Viking Global Investors
17
Viking Global Investors
Connecticut
$781M -$23.7M -1,370,380 -3%
Northern Trust
18
Northern Trust
Illinois
$753M -$30.9M -1,781,740 -4%
SLG
19
Silver Lake Group
California
$640M -$1.22B -70,260,000 -66%
LPC
20
Lone Pine Capital
Connecticut
$630M +$166M +9,568,720 +37%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$614M +$29.3M +1,690,530 +5%
Norges Bank
22
Norges Bank
Norway
$589M -$547M -31,545,590 -49%
BG
23
BlackRock Group
United Kingdom
$565M +$25.9M +1,492,170 +5%
Wells Fargo
24
Wells Fargo
California
$521M -$44.8M -2,585,620 -8%
TCIM
25
TIAA CREF Investment Management
New York
$481M -$85.3M -4,922,820 -15%

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.