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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
BWAM
701
Boyd Watterson Asset Management
Ohio
$1.59M +$36.4K +1,200 +2%
DY
702
Dowling & Yahnke
California
$1.56M +$306K +10,070 +26%
Massachusetts Financial Services
703
Massachusetts Financial Services
Massachusetts
$1.56M -$25.4M -836,180 -94%
IAA
704
Independent Advisor Alliance
North Carolina
$1.56M +$95.9K +3,160 +7%
BAM
705
Belpointe Asset Management
Nevada
$1.56M +$155K +5,090 +12%
WA
706
Wealth Advisors
California
$1.55M +$1.52M +50,000 New
HAM
707
Highstreet Asset Management
Ontario, Canada
$1.54M +$148K +4,860 +11%
IC
708
IEQ Capital
California
$1.54M +$1.47M +48,580 New
IWS
709
Insight Wealth Strategies
California
$1.53M +$55.9K +1,840 +4%
MA
710
Mutual Advisors
Nebraska
$1.52M +$90.8K +2,990 +7%
VNIM
711
Vaughan Nelson Investment Management
Texas
$1.52M -$395K -13,000 -21%
BCM
712
BlueCrest Capital Management
Jersey
$1.51M +$304K +10,020 +26%
LTI
713
Laffer Tengler Investments
Tennessee
$1.51M +$700K +23,050 +93%
Carson Wealth (CWM LLC)
714
Carson Wealth (CWM LLC)
Nebraska
$1.51M
GPFA
715
Game Plan Financial Advisors
Ohio
$1.5M +$1.44M +47,320 New
GVAG
716
Great Valley Advisor Group
Delaware
$1.49M +$50.1K +1,650 +4%
MFG
717
MidWestOne Financial Group
Iowa
$1.49M -$218K -7,180 -13%
VWA
718
Visionary Wealth Advisors
Illinois
$1.47M +$1.41M +46,380 New
GBT
719
Grove Bank & Trust
Florida
$1.46M -$20.3K -670 -1%
PCA
720
Providence Capital Advisors
North Carolina
$1.45M +$39.8K +1,310 +3%
HIP
721
Harrell Investment Partners
Texas
$1.44M +$1.38M +45,600 New
CCT
722
Capital City Trust
Florida
$1.42M +$28.8K +950 +2%
PAM
723
Pinpoint Asset Management
Hong Kong
$1.42M +$1.37M +45,000 New
KA
724
Kintegral Advisory
New York
$1.42M
BRG
725
Bay Rivers Group
Virginia
$1.41M +$1.36M +44,750 New

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.