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Broadcom
AVGO

Overview Fund Activity

1,290 hedge funds and large institutions have $78.3B invested in Broadcom in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 588 increasing their positions, 474 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
-57
Holders Change %
-4.23%
% of All Funds
28.5%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
1.19%
New
135
Increased
588
Reduced
474
Closed
176
Calls
$1.36B
Puts
$1.99B
Net Calls
-$627M
Net Calls Change
+$761M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$551M
3
CS
Credit Suisse
Switzerland
+$252M
4
Bank of America
Bank of America
North Carolina
+$209M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$209M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.25B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$390M
3
Jennison Associates
Jennison Associates
New York
-$257M
4
Invesco
Invesco
Georgia
-$250M
5
DZ Bank
DZ Bank
Germany
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
751
Sound View Wealth Advisors Group
Georgia
$904K +$268K +11,310 +42%
WAM
752
Wealthspire Advisors (Maryland)
Maryland
$897K +$145K +6,100 +19%
ADL
753
Asset Dedication LLC
California
$892K +$196K +8,280 +28%
CQS
754
Credential Qtrade Securities
$881K +$881K +37,140 New
SACTSONJ
755
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$877K – – –
HSA
756
HBK Sorce Advisory
Pennsylvania
$876K +$101K +4,270 +13%
SS
757
Sunbelt Securities
Texas
$875K -$57.4K -2,420 -6%
LB
758
Legacy Bridge
Iowa
$871K +$840K +35,450 +2,727%
IA
759
IFG Advisory
Georgia
$869K +$507K +21,400 +140%
KIA
760
KCM Investment Advisors
California
$861K -$1.66K -70 -0.2%
IB
761
Intrust Bank
Kansas
$860K -$341K -14,400 -28%
WS
762
Wedbush Securities
California
$857K +$233K +9,810 +37%
EIM
763
Essex Investment Management
Massachusetts
$857K +$759K +32,000 +771%
SP
764
SWS Partners
Ohio
$857K +$857K +36,140 New
BP
765
Ballentine Partners
Massachusetts
$851K +$458K +19,320 +117%
SIP
766
Stoneridge Investment Partners
Pennsylvania
$848K – – –
LOAME
767
Lombard Odier Asset Management (Europe)
United Kingdom
$846K -$148K -6,250 -15%
IA
768
IFP Advisors
Florida
$845K -$1.54M -63,740 -65%
DC
769
DeDora Capital
California
$833K -$16.4K -690 -2%
BAAM
770
Baker Avenue Asset Management
California
$814K -$571K -24,090 -41%
9WM
771
9258 Wealth Management
Ohio
$814K -$66.6K -2,480 -8%
RIM
772
Rampart Investment Management
Connecticut
$813K -$1.14M -48,240 -58%
CNAM
773
Campbell Newman Asset Management
Wisconsin
$811K +$28.5K +1,200 +4%
BAS
774
Brown Advisory Securities
Maryland
$807K -$118K -4,660 -13%
PTC
775
Private Trust Company
Ohio
$805K +$326K +13,740 +68%
29 30
31
32 33