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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
CP
526
Cumberland Partners
Ontario, Canada
$3.61M +$75.9K +2,500 +2%
GCM
527
Gunderson Capital Management
South Carolina
$3.6M -$286K -9,410 -8%
FVWA
528
Foster Victor Wealth Advisors
South Carolina
$3.6M +$734K +24,160 +26%
MMG
529
Monetary Management Group
Missouri
$3.59M -$141K -4,630 -4%
SW
530
SteelPeak Wealth
California
$3.58M +$3.44M +113,300 New
GAM
531
Garrison Asset Management
Arkansas
$3.55M +$27.9K +920 +0.8%
HW
532
Hancock Whitney
Mississippi
$3.54M -$137K -4,510 -4%
MCM
533
Mitchell Capital Management
Kansas
$3.52M -$201K -6,630 -6%
VC
534
Vestor Capital
Illinois
$3.5M +$506K +16,650 +18%
PNC
535
Park National Corp
Ohio
$3.47M -$3.95M -130,230 -54%
BBWA
536
Bell & Brown Wealth Advisors
California
$3.47M -$96.2K -3,170 -3%
ECM
537
ExodusPoint Capital Management
New York
$3.45M +$3.01M +99,210 +992%
SCP
538
Shorepoint Capital Partners
Massachusetts
$3.43M -$102K -3,360 -3%
CAPTRUST Financial Advisors
539
CAPTRUST Financial Advisors
North Carolina
$3.43M +$2.98M +98,210 +1,208%
CCM
540
Cadence Capital Management
Massachusetts
$3.42M +$312K +10,260 +10%
TC
541
Telemus Capital
Michigan
$3.33M -$78.3K -2,580 -2%
BCM
542
Bluefin Capital Management
New York
$3.32M +$2.26M +74,390 +242%
Kovitz Investment Group Partners
543
Kovitz Investment Group Partners
Illinois
$3.32M +$2.24M +73,800 +236%
FB
544
Fulton Bank
Pennsylvania
$3.31M +$137K +4,510 +4%
ATC
545
Argent Trust Co
Tennessee
$3.26M +$125K +4,130 +4%
KCM
546
Kornitzer Capital Management
Kansas
$3.25M -$482K -15,860 -13%
CCP
547
Corient Capital Partners
California
$3.24M +$109K +3,590 +4%
CB
548
Commerce Bank
Missouri
$3.21M -$607 -20 -0%
CI
549
Cigna Investments
Connecticut
$3.2M -$336K -11,070 -10%
ACM
550
AlphaCrest Capital Management
New York
$3.2M -$25.2K -830 -0.8%

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.