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Broadcom
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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 %
DF
751
Donoghue Forlines
Massachusetts
$4.05M +$1.7M +25,510 +72%
KIA
752
KCM Investment Advisors
California
$4.02M +$243K +3,650 +6%
LMIM
753
Lockheed Martin Investment Management
Maryland
$3.98M – – –
SAM
754
Selway Asset Management
$3.93M -$5.96M -89,600 -60%
SGI
755
Summit Global Investments
Utah
$3.92M -$1.65M -24,760 -30%
Carson Wealth (CWM LLC)
756
Carson Wealth (CWM LLC)
Nebraska
$3.89M +$3.89M +58,420 New
CGL
757
Clarius Group LLC
Washington
$3.89M +$46.6K +700 +1%
BIM
758
Bridges Investment Management
Nebraska
$3.88M +$281K +4,230 +8%
TAM
759
Tealwood Asset Management
Minnesota
$3.88M -$530K -7,960 -12%
PPWP
760
Proquility Private Wealth Partners
Nevada
$3.87M -$456K -7,710 -11%
MWM
761
Midwest Wealth Management
Indiana
$3.85M +$57.9K +870 +2%
RWM
762
RBA Wealth Management
California
$3.82M +$510K +7,670 +15%
BFM
763
Boothbay Fund Management
New York
$3.8M +$3.31M +49,810 +688%
APP
764
Avantax Planning Partners
Iowa
$3.77M -$370K -5,560 -9%
LF
765
Lee Financial
Texas
$3.74M -$515K -7,740 -12%
FMB
766
Field & Main Bank
Kentucky
$3.72M +$49.9K +750 +1%
NEAM
767
New England Asset Management
Connecticut
$3.72M -$325K -4,890 -8%
PP
768
Paloma Partners
Connecticut
$3.71M +$3.71M +55,790 New
TC
769
Truvestments Capital
Florida
$3.7M +$24K +360 +0.7%
BDS
770
Banco de Sabadell
Florida
$3.69M +$519K +7,800 +16%
LWAC
771
Laurel Wealth Advisors (California)
California
$3.68M +$2.18M +32,800 +146%
GAM
772
Gotham Asset Management
New York
$3.67M -$1.47M -22,040 -29%
SWP
773
Strategic Wealth Partners
Ohio
$3.66M -$16.6K -250 -0.5%
RSC
774
Red Spruce Capital
Pennsylvania
$3.66M -$49.9K -750 -1%
ECU
775
Eisler Capital (UK)
United Kingdom
$3.65M -$1.18M -17,710 -24%
29 30
31
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