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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
KFBMI
601
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.53M
NA
602
NewEdge Advisors
Louisiana
$2.51M +$291K +9,590 +14%
WI
603
WrapManager Inc
California
$2.49M -$162K -5,350 -6%
SAM
604
Sompo Asset Management
Japan
$2.49M -$1.51M -49,700 -39%
SCM
605
Snow Capital Management
Pennsylvania
$2.48M -$3.22M -106,060 -57%
MWM
606
Mission Wealth Management
California
$2.47M +$20K +660 +0.9%
OTPPB
607
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.46M +$2.36M +77,740 New
VNA
608
Valley National Advisers
Pennsylvania
$2.45M -$14K -460 -0.6%
MC
609
Machina Capital
France
$2.45M +$2.35M +77,420 New
BHWA
610
Beacon Harbor Wealth Advisors
Virginia
$2.44M +$14.9K +490 +0.6%
AAM
611
Azzad Asset Management
Virginia
$2.43M +$12.1K +400 +0.5%
WIS
612
Wright Investors Service
Connecticut
$2.43M -$551K -18,150 -19%
RWM
613
RBA Wealth Management
California
$2.42M -$111K -3,650 -5%
WOC
614
West Oak Capital
California
$2.38M -$57.1K -1,880 -2%
MCM
615
Maytus Capital Management
New York
$2.37M -$8.35M -275,000 -79%
BBCM
616
Boardman Bay Capital Management
New York
$2.37M +$2.28M +75,000 New
CG
617
Colony Group
Massachusetts
$2.35M -$185K -6,100 -8%
IA
618
Icon Advisers
Colorado
$2.33M
PCM
619
Pinz Capital Management
New York
$2.31M +$2.22M +73,000 New
IAM
620
Integre Asset Management
New York
$2.29M -$158K -5,220 -7%
Jones Financial Companies
621
Jones Financial Companies
Missouri
$2.29M +$487K +16,040 +28%
ACA
622
Aptus Capital Advisors
Alabama
$2.27M +$2.19M +72,000 New
FAAS
623
First Allied Advisory Services
California
$2.27M -$570K -18,760 -21%
CAS
624
Cascadia Advisory Services
Oregon
$2.27M +$2.18M +71,830 New
SWM
625
SeaCrest Wealth Management
New York
$2.25M +$245K +8,080 +13%

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.