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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
SLWS
576
Swaine & Leidel Wealth Services
Florida
$2.87M +$362K +11,910 +15%
PAG
577
Private Advisor Group
New Jersey
$2.86M -$1.54M -50,730 -36%
SMG
578
Spectrum Management Group
Indiana
$2.83M +$121K +4,000 +5%
DBG
579
De Burlo Group
Massachusetts
$2.78M -$45.5K -1,500 -2%
SSI
580
Scott & Selber Inc
Texas
$2.76M -$6.98K -230 -0.3%
CLOS
581
Compagnie Lombard Odier SCmA
Switzerland
$2.75M
GIM
582
Goelzer Investment Management
Indiana
$2.74M -$58.6K -1,930 -2%
BIAS
583
Beacon Investment Advisory Services
New Jersey
$2.7M +$48.9K +1,610 +2%
JIC
584
Johnson Investment Counsel
Ohio
$2.69M -$422K -13,890 -14%
DTL
585
Dynamic Technology Lab
Singapore
$2.68M +$2.58M +84,880 New
ACI
586
Alpha Cubed Investments
California
$2.68M +$125K +4,120 +5%
MF
587
MHI Funds
New York
$2.64M -$181K -5,950 -7%
FA
588
FDx Advisors
Illinois
$2.63M +$307K +10,120 +14%
OLA
589
Oliver Luxxe Assets
New Jersey
$2.63M +$4.86K +160 +0.2%
CAN
590
Cetera Advisor Networks
California
$2.62M +$1.05M +34,450 +71%
SCM
591
Stellar Capital Management
Arizona
$2.62M +$48.6K +1,600 +2%
RIM
592
Rampart Investment Management
Connecticut
$2.61M -$256K -8,420 -9%
EWM
593
Endurance Wealth Management
Rhode Island
$2.58M +$83.2K +2,740 +3%
VV
594
Verity & Verity
South Carolina
$2.58M -$707K -23,270 -22%
LIA
595
LS Investment Advisors
Michigan
$2.57M +$80.2K +2,640 +3%
PP
596
Prudential plc
United Kingdom
$2.56M -$24.6M -811,170 -91%
DADC
597
D.A. Davidson & Co
Montana
$2.55M +$230K +7,590 +10%
OAM
598
Optimal Asset Management
California
$2.55M +$2.45M +80,660 New
GAM
599
Griffin Asset Management
New York
$2.54M +$243K +8,000 +11%
MC
600
Moors & Cabot
Massachusetts
$2.54M +$375K +12,350 +18%

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.