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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
LW
476
Linscomb Wealth
Texas
$4.99M +$54.3K +1,790 +1%
SSWM
477
Smith Salley Wealth Management
North Carolina
$4.92M +$46.5K +1,530 +1%
KM
478
Kalos Management
Georgia
$4.92M -$82.6K -2,720 -2%
PCIA
479
Prime Capital Investment Advisors
Kansas
$4.9M +$4.62M +152,320 +5,519%
WJWM
480
Williams Jones Wealth Management
New York
$4.89M +$323K +10,650 +7%
NMIMC
481
Northwestern Mutual Investment Management Company
Wisconsin
$4.87M +$75.9K +2,500 +2%
SDIC
482
South Dakota Investment Council
South Dakota
$4.86M -$142K -4,680 -3%
CTA
483
Carillon Tower Advisers
Florida
$4.84M -$334K -11,000 -7%
AGAM
484
Avalon Global Asset Management
California
$4.8M -$455K -15,000 -9%
TSW
485
Thompson Siegel & Walmsley
Virginia
$4.8M +$759K +25,000 +20%
PFM
486
Parsec Financial Management
North Carolina
$4.79M +$550K +18,120 +14%
SAM
487
Selway Asset Management
$4.79M -$123K -4,060 -3%
RC
488
Raine Capital
New York
$4.74M -$2.13M -70,000 -32%
BFEC
489
Benjamin F. Edwards & Company
Missouri
$4.68M +$330K +10,880 +8%
KWM
490
Kingsview Wealth Management
Oregon
$4.68M +$2.61M +85,890 +138%
SGA
491
Strategic Global Advisors
California
$4.66M -$86.8K -2,860 -2%
AC
492
Alexandria Capital
Virginia
$4.63M -$1.52K -50 -0%
SC
493
Slow Capital
California
$4.55M +$19.7K +650 +0.5%
EAM
494
Eagle Asset Management
Florida
$4.53M -$31.9K -1,050 -0.7%
IA
495
IndexIQ Advisors
New York
$4.43M +$949K +31,250 +29%
RJT
496
Raymond James Trust
Florida
$4.34M -$222K -7,300 -5%
CWA
497
Carolina Wealth Advisors
South Carolina
$4.33M +$4.17M +137,190 New
VCA
498
Verdence Capital Advisors
Maryland
$4.31M +$15.5K +510 +0.4%
TCM
499
Teza Capital Management
Illinois
$4.3M +$3.17M +104,450 +331%
RIM
500
Reliant Investment Management
Tennessee
$4.29M +$68.3K +2,250 +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.