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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
CIAS
801
Capital Investment Advisory Services
North Carolina
$935K +$216K +7,110 +32%
KeyBank National Association
802
KeyBank National Association
Ohio
$934K -$152K -5,020 -15%
MMPW
803
Mitchell McLeod Pugh & Williams
Alabama
$932K
PL
804
Perpetual Ltd
Australia
$932K
ADL
805
Asset Dedication LLC
California
$930K +$147K +4,850 +20%
LCM
806
Leisure Capital Management
California
$928K -$32.5K -1,070 -4%
BCI
807
Brinker Capital Investments
Pennsylvania
$926K -$73.2K -2,410 -8%
BBHC
808
Brown Brothers Harriman & Co
New York
$924K +$368K +12,130 +71%
TSWM
809
Triangle Securities Wealth Management
North Carolina
$921K +$9.11K +300 +1%
HI
810
Horizon Investments
North Carolina
$917K +$339K +11,160 +62%
CAM
811
Cresset Asset Management
Illinois
$914K +$197K +6,480 +29%
CG
812
Caprock Group
Idaho
$902K -$7.89K -260 -0.9%
PFSC
813
Peoples Financial Services Corp
Pennsylvania
$886K -$82K -2,700 -9%
AC
814
Athanor Capital
New York
$885K -$182K -6,000 -18%
AWM
815
Altium Wealth Management
New York
$884K +$45.2K +1,490 +6%
FBFS
816
First Business Financial Services
Wisconsin
$864K +$133K +4,380 +19%
HCM
817
HMS Capital Management
Tennessee
$863K +$829K +27,310 New
MWA
818
Meridian Wealth Advisors
Texas
$860K -$65.6K -2,160 -7%
FQ
819
First Quadrant
California
$851K
QCG
820
Quadrant Capital Group
Ohio
$851K +$266K +8,750 +46%
SVWAG
821
Sound View Wealth Advisors Group
Georgia
$848K -$24.9K -820 -3%
ZCA
822
Zeke Capital Advisors
Pennsylvania
$844K -$779K -25,650 -49%
XS
823
XR Securities
Illinois
$844K -$125K -4,130 -13%
SAM
824
Symphony Asset Management
California
$842K -$227K -7,480 -22%
PF
825
Phoenix Financial
Israel
$842K +$294K +9,670 +56%

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.