AVGO icon

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 %
KM
701
Kalos Management
Georgia
$4.91M +$405K +7,250 +9%
VVP
702
Venture Visionary Partners
Ohio
$4.9M +$245K +3,680 +5%
SAI
703
Systematic Alpha Investments
New Jersey
$4.9M – – –
VLC
704
Van Leeuwen & Company
New Jersey
$4.88M -$2.58M -38,810 -35%
BRWM
705
B. Riley Wealth Management
Tennessee
$4.86M +$520K +7,820 +12%
Nomura Holdings
706
Nomura Holdings
Japan
$4.86M -$1.44M -21,700 -23%
TCA
707
Transcend Capital Advisors
New Jersey
$4.85M +$323K +4,860 +7%
WWM
708
Western Wealth Management
Colorado
$4.79M +$4.79M +71,970 New
SRSA
709
S.R. Schill & Associates
Washington
$4.79M +$91.2K +1,370 +2%
BAM
710
Bruderman Asset Management
New York
$4.79M -$11.8M -177,110 -71%
RCIM
711
Red Cedar Investment Management
Michigan
$4.78M -$148K -2,230 -3%
GIM
712
Goelzer Investment Management
Indiana
$4.73M -$114K -1,720 -2%
FRA
713
Front Row Advisors
California
$4.69M +$223K +3,350 +5%
CIAS
714
Capital Investment Advisory Services
North Carolina
$4.68M -$464K -6,980 -9%
NL
715
NWAM LLC
Washington
$4.67M +$2.23M +33,540 +92%
MA
716
Montag & Associates
Georgia
$4.65M -$16.6K -250 -0.4%
SS
717
Sunbelt Securities
Texas
$4.58M -$504K -8,400 -10%
1WA
718
180 Wealth Advisors
Washington
$4.55M +$278K +5,220 +7%
AIM
719
Aigen Investment Management
New York
$4.54M +$4.54M +74,660 New
NO
720
Ninety One
South Africa
$4.54M +$1.09M +16,300 +32%
EF
721
Empirical Finance
Pennsylvania
$4.51M +$1.25M +18,830 +38%
BRG
722
Bay Rivers Group
Virginia
$4.49M +$307K +4,610 +7%
WOC
723
West Oak Capital
California
$4.49M -$172K -2,580 -4%
FFG
724
Fortem Financial Group
California
$4.47M +$88.5K +1,330 +2%
ISWM
725
Independent Solutions Wealth Management
New York
$4.45M +$19.3K +290 +0.4%
27 28
29
30 31