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Broadcom

1,353 hedge funds and large institutions have $105B invested in Broadcom in 2019 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 569 increasing their positions, 442 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 68

52% more funds holding in top 10

Funds holding in top 10: 4264 (+22)

29% more repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 442

14% more capital invested

Capital invested by funds: $92.5B → $105B (+$12.5B)

10% more funds holding

Funds holding: 1,2341,353 (+119)

8.76% less ownership

Funds ownership: 844.67%835.91% (-8.8%)

42% less call options, than puts

Call options by funds: $1.89B | Put options by funds: $3.28B

Holders
1,353
Holders Change
+119
Holders Change %
+9.64%
% of All Funds
26.65%
Holding in Top 10
64
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+52.38%
% of All Funds
1.26%
New
204
Increased
569
Reduced
442
Closed
68
Calls
$1.89B
Puts
$3.28B
Net Calls
-$1.39B
Net Calls Change
-$344M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
401
Muhlenkamp & Co
Pennsylvania
$7.62M +$1.2M +39,450 +20%
OPCM
402
Osborne Partners Capital Management
California
$7.6M -$537K -17,690 -7%
CAM
403
Congress Asset Management
Massachusetts
$7.58M -$253K -8,340 -3%
WEC
404
Winslow Evans & Crocker
Massachusetts
$7.58M -$88.7K -2,920 -1%
CIG
405
Consolidated Investment Group
Colorado
$7.51M
TF
406
TIAA FSB
Florida
$7.49M +$874K +28,800 +14%
Jane Street
407
Jane Street
New York
$7.49M -$21M -690,060 -74%
CCM
408
Copeland Capital Management
Pennsylvania
$7.45M -$732K -24,120 -9%
FNBOO
409
First National Bank of Omaha
Nebraska
$7.42M -$292K -9,620 -4%
BFPW
410
BOK Financial Private Wealth
Colorado
$7.33M +$7.05M +232,040 New
EIA
411
Edgemoor Investment Advisors
Maryland
$7.3M +$87.1K +2,870 +1%
FT
412
Fiduciary Trust
Massachusetts
$7.2M +$157K +5,180 +2%
SCM
413
Stevens Capital Management
Pennsylvania
$7.16M +$3.88M +127,630 +129%
TTWM
414
TCV Trust & Wealth Management
Virginia
$7.15M +$486K +16,010 +8%
DCM
415
Dupont Capital Management
Delaware
$7.15M +$646K +21,280 +10%
BCM
416
BTC Capital Management
Iowa
$7.08M +$254K +8,350 +4%
BCMO
417
Buckingham Capital Management (Ohio)
Ohio
$7.07M +$525K +17,280 +8%
VAS
418
Vestmark Advisory Solutions
Massachusetts
$6.98M -$37.3K -1,230 -0.6%
CFG
419
Cambridge Financial Group
Ohio
$6.95M -$75.9K -2,500 -1%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$6.9M +$305K +10,030 +5%
ECM
421
ETrade Capital Management
Virginia
$6.9M +$537K +17,690 +9%
PP
422
Paloma Partners
Connecticut
$6.88M +$6.01M +197,860 +989%
SGAM
423
Smith Group Asset Management
Texas
$6.82M -$2.81M -92,600 -30%
GIM
424
Groesbeck Investment Management
New Jersey
$6.81M -$231K -7,600 -3%
ORI
425
Oak Ridge Investments
Illinois
$6.76M -$120K -3,950 -2%

AVGO Hedge Fund Activity: Q4 2019 in Review

1,353 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2019, worth a combined $105B — up 14% from $92.5B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new AVGO positions and 68 closed out — a net gain of 136 holders — while 569 added to existing stakes and 442 trimmed.

The largest buyer was Capital International Investors, adding an estimated $634M. The largest seller was Invesco, cutting an estimated $1.02B.

  • 1,353 institutional investors held Broadcom (AVGO) as of Q4 2019, up from 1,234 in Q3 2019.
  • Funds reported $105B of Broadcom stock for Q4 2019, up 14% quarter-over-quarter.
  • 204 funds opened new Broadcom positions in Q4 2019 and 68 closed out, a net change of +136 holders.
  • The largest Broadcom buyer in Q4 2019 was Capital International Investors, an estimated $634M added.
  • The largest Broadcom seller in Q4 2019 was Invesco, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2019.