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Broadcom
AVGO

Overview Fund Activity

2,012 hedge funds and large institutions have $221B invested in Broadcom in 2021 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 803 increasing their positions, 624 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+267
Holders Change %
+15.3%
% of All Funds
31.07%
Holding in Top 10
165
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+91.86%
% of All Funds
2.55%
New
371
Increased
803
Reduced
624
Closed
72
Calls
$3.89B
Puts
$8.25B
Net Calls
-$4.36B
Net Calls Change
-$2.29B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$690M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$563M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$498M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$416M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.07B
2
Capital International Investors
Capital International Investors
California
-$1.55B
3
Bank of America
Bank of America
North Carolina
-$527M
4
Capital World Investors
Capital World Investors
California
-$401M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWCI
426
Alpine Woods Capital Investors
New York
$15.5M -$445K -6,690 -3%
AIM
427
Arcadia Investment Management
Michigan
$15.5M +$39.9K +600 +0.3%
H
428
HoyleCohen
California
$15.4M +$323K +4,850 +2%
CB
429
Cadence Bank
Mississippi
$15.4M +$79.2K +1,190 +0.5%
AIP
430
Ameritas Investment Partners
Nebraska
$15.3M -$18K -270 -0.1%
KMC
431
Kirr Marbach & Co
Indiana
$15.1M -$75.9K -1,140 -0.5%
GI
432
Gradient Investments
Minnesota
$15.1M -$1.17M -17,650 -7%
CCM
433
Carmel Capital Management
California
$15.1M +$15.1M +226,650 New
Voloridge Investment Management
434
Voloridge Investment Management
Florida
$15M +$15M +226,100 New
WJWM
435
Williams Jones Wealth Management
New York
$15M -$107K -1,610 -0.7%
CAM
436
ClariVest Asset Management
California
$15M -$348K -5,230 -2%
JMFC
437
J.M. Forbes & Co
Massachusetts
$14.7M +$73.2K +1,100 +0.5%
BIAS
438
Beacon Investment Advisory Services
New Jersey
$14.5M +$163K +2,450 +1%
MC
439
Muhlenkamp & Co
Pennsylvania
$14.5M -$1.68M -25,180 -10%
DBT
440
Dubuque Bank & Trust
Iowa
$14.4M -$804K -12,080 -5%
FMC
441
First Merchants Corp
Indiana
$14.2M +$40.6K +610 +0.3%
TSW
442
Thompson Siegel & Walmsley
Virginia
$14.1M +$2.33M +35,000 +20%
CCT
443
Country Club Trust
Missouri
$14.1M -$288K -4,330 -2%
AWM
444
AE Wealth Management
Kansas
$13.7M +$2.45M +36,850 +22%
AAP
445
Aristotle Atlantic Partners
Florida
$13.7M +$1.33M +19,980 +11%
CCP
446
Corient Capital Partners
California
$13.7M -$59.2K -890 -0.4%
JIC
447
Johnson Investment Counsel
Ohio
$13.6M +$260K +3,900 +2%
CIG
448
Consolidated Investment Group
Colorado
$13.5M -$2.33M -35,000 -15%
SC
449
SouthState Corp
Florida
$13.5M +$355K +5,330 +3%
TW
450
Transform Wealth
Colorado
$13.3M -$378K -5,680 -3%
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