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Broadcom
AVGO

Overview Fund Activity

1,745 hedge funds and large institutions have $162B invested in Broadcom in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 837 increasing their positions, 559 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
+32
Holders Change %
+1.87%
% of All Funds
30.65%
Holding in Top 10
86
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.69%
% of All Funds
1.51%
New
130
Increased
837
Reduced
559
Closed
76
Calls
$2.8B
Puts
$4.87B
Net Calls
-$2.07B
Net Calls Change
-$504M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$407M
2
Goldman Sachs
Goldman Sachs
New York
+$257M
3
Bank of America
Bank of America
North Carolina
+$229M
4
Morgan Stanley
Morgan Stanley
New York
+$212M
5
CA
Capitolis Advisors
New York
+$211M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$501M
2
Capital World Investors
Capital World Investors
California
-$358M
3
Franklin Resources
Franklin Resources
California
-$330M
4
CBT
Capital Bank & Trust
California
-$233M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
801
Barrett Asset Management
New York
$2.24M – – –
PJSIMP
802
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.24M +$58.7K +1,100 +3%
MOS
803
MGO One Seven
Ohio
$2.23M +$67.5K +1,270 +3%
IWS
804
Insight Wealth Strategies
California
$2.22M +$107K +2,200 +5%
TPM
805
Triasima Portfolio Management
Quebec, Canada
$2.21M -$9.7K -200 -0.4%
ADL
806
Asset Dedication LLC
California
$2.2M -$41.6K -870 -2%
FCM
807
Fairbanks Capital Management
California
$2.19M +$56.2K +1,160 +3%
CFG
808
Citizens Financial Group
Rhode Island
$2.19M +$1.87M +38,510 +578%
GPFA
809
Game Plan Financial Advisors
Ohio
$2.18M – – –
B
810
Barings
North Carolina
$2.15M +$1.13M +23,320 +111%
PNC
811
Park National Corp
Ohio
$2.14M -$89.3K -1,840 -4%
PAMG
812
Patton Albertson Miller Group
Tennessee
$2.14M -$51.4K -1,060 -2%
LFAS
813
Level Four Advisory Services
Texas
$2.13M +$19.9K +410 +0.9%
ACM
814
Ascendant Capital Management
California
$2.13M +$2.13M +44,000 New
MWM
815
Mission Wealth Management
California
$2.13M +$1.18M +24,400 +125%
AIC
816
Ameritas Investment Company
Nebraska
$2.13M +$852K +17,560 +67%
LB
817
Legacy Bridge
Iowa
$2.12M -$7.27K -150 -0.3%
GAM
818
Grandview Asset Management
Pennsylvania
$2.12M -$80.5K -1,660 -4%
RIL
819
Rothschild Investment LLC
Illinois
$2.11M +$7.27K +150 +0.3%
CIA
820
Capital Investment Advisors
Georgia
$2.1M +$167K +3,450 +9%
WANY
821
Wealthspire Advisors (New York)
New York
$2.08M +$921K +19,000 +79%
KCM
822
Kendall Capital Management
Maryland
$2.08M +$99.4K +2,050 +5%
BHIA
823
Birch Hill Investment Advisors
Massachusetts
$2.07M -$33.9K -700 -2%
DA
824
DCM Advisors
New York
$2.06M +$277K +5,710 +15%
USCWA
825
U.S. Capital Wealth Advisors
Texas
$2.05M +$2.05M +42,360 New
31 32
33
34 35