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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
KRS
426
Kentucky Retirement Systems
Kentucky
$6.45M +$2.73K +90 +0%
SFWA
427
Summit Financial Wealth Advisors
Louisiana
$6.45M -$320K -10,540 -5%
PFM
428
Premier Fund Managers
United Kingdom
$6.44M -$918K -30,220 -13%
SC
429
Scotia Capital
Ontario, Canada
$6.44M -$291K -9,600 -4%
SWM
430
Segment Wealth Management
Texas
$6.42M +$122K +4,020 +2%
GWM
431
Geneos Wealth Management
Colorado
$6.36M +$123K +4,060 +2%
CAM
432
Cozad Asset Management
Illinois
$6.34M -$4.55K -150 -0.1%
CIBC Private Wealth Group
433
CIBC Private Wealth Group
Georgia
$6.32M +$2.22M +73,200 +58%
ANBT
434
American National Bank & Trust
Texas
$6.32M +$150K +4,930 +3%
GT
435
Glenview Trust
Kentucky
$6.3M +$37K +1,220 +0.6%
TW
436
Transform Wealth
Colorado
$6.26M +$244K +8,040 +4%
MTCM
437
Mint Tower Capital Management
Netherlands
$6.25M +$6M +197,700 New
Connor, Clark & Lunn Investment Management (CC&L)
438
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.21M +$486K +16,000 +9%
1IA
439
1834 Investment Advisors
Wisconsin
$6.16M +$5.62M +185,040 +1,850%
DAM
440
Deltec Asset Management
New York
$6.16M +$759K +25,000 +15%
CTA
441
Chesley Taft & Associates
Illinois
$6.01M +$59.2K +1,950 +1%
Mariner
442
Mariner
Kansas
$5.99M +$500K +16,460 +10%
TNB
443
TCF National Bank
South Dakota
$5.98M +$21.9K +720 +0.4%
Cambridge Investment Research Advisors
444
Cambridge Investment Research Advisors
Iowa
$5.95M +$1.2M +39,490 +27%
LSERS
445
Louisiana State Employees Retirement System
Louisiana
$5.94M -$91.1K -3,000 -2%
MCM
446
MAI Capital Management
Ohio
$5.92M +$466K +15,340 +9%
SC
447
Stralem & Co
New York
$5.92M -$413K -13,600 -7%
Qube Research & Technologies (QRT)
448
Qube Research & Technologies (QRT)
United Kingdom
$5.91M +$5.68M +186,980 New
PC
449
Provenire Capital
Minnesota
$5.91M +$5.67M +186,870 New
BHA
450
Beech Hill Advisors
New York
$5.89M -$78.9K -2,600 -1%

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.