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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 %
MC
526
Middleton & Co
Massachusetts
$9.26M +$4.37M +65,710 +89%
CAM
527
Cresset Asset Management
Illinois
$9.25M +$4.72M +70,940 +104%
OGC
528
Oak Grove Capital
New Hampshire
$9.12M -$3.42M -51,380 -27%
RIM
529
Reliant Investment Management
Tennessee
$9.1M -$61.2K -920 -0.7%
ORI
530
Oak Ridge Investments
Illinois
$9.07M -$332K -4,990 -4%
Lido Advisors
531
Lido Advisors
California
$9.05M +$1.25M +18,770 +16%
EAM
532
EULAV Asset Management
Florida
$8.99M -$999K -15,010 -10%
FSA
533
Financial Sense Advisors
California
$8.94M -$208K -3,130 -2%
ZDA
534
Zweig-DiMenna Associates
New York
$8.88M +$8.88M +133,500 New
GFG
535
Greystone Financial Group
Michigan
$8.88M +$1.57M +23,640 +22%
SBIA
536
Sheaff Brock Investment Advisors
Indiana
$8.78M +$91.8K +1,380 +1%
CP
537
Cumberland Partners
Ontario, Canada
$8.73M +$33.3K +500 +0.4%
PFM
538
Premier Fund Managers
United Kingdom
$8.69M +$109K +1,640 +1%
CAL
539
Capital Analysts LLC
Pennsylvania
$8.69M -$91.2K -1,370 -1%
SSG
540
Summit Securities Group
New York
$8.63M +$3.63M +54,520 +73%
IA
541
IndexIQ Advisors
New York
$8.61M -$33.3K -500 -0.4%
KCM
542
Karp Capital Management
California
$8.59M +$560K +8,410 +7%
WHG
543
Westwood Holdings Group
Texas
$8.56M -$834K -12,530 -9%
TBA
544
Tower Bridge Advisors
Pennsylvania
$8.55M +$13.3K +200 +0.2%
ERWM
545
Elk River Wealth Management
Colorado
$8.52M +$76.5K +1,150 +0.9%
HVIA
546
Hudson Valley Investment Advisors
New York
$8.5M -$401K -6,030 -5%
RIG
547
Renaissance Investment Group
Massachusetts
$8.49M +$495K +7,440 +6%
CG
548
Colony Group
Massachusetts
$8.47M +$5.23M +78,580 +161%
SS
549
Simplicity Solutions
Minnesota
$8.41M +$3.91M +58,810 +87%
HW
550
Hancock Whitney
Mississippi
$8.37M +$231K +3,470 +3%
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