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Broadcom
AVGO

Overview Fund Activity

1,239 hedge funds and large institutions have $99.5B invested in Broadcom in 2019 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 535 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+20
Holders Change %
+1.64%
% of All Funds
26.95%
Holding in Top 10
51
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.14%
% of All Funds
1.11%
New
128
Increased
535
Reduced
454
Closed
92
Calls
$2.12B
Puts
$2.18B
Net Calls
-$53.9M
Net Calls Change
+$126M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.35B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$943M
3
Capital World Investors
Capital World Investors
California
+$437M
4
Citadel Advisors
Citadel Advisors
Florida
+$247M
5
Citigroup
Citigroup
New York
+$225M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.26B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$272M
3
Capital International Investors
Capital International Investors
California
-$221M
4
PP
Prudential plc
United Kingdom
-$208M
5
SIM
SRS Investment Management
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
826
Sheets Smith Wealth Management
North Carolina
$675K -$20.4K -710 -3%
FBFS
827
First Business Financial Services
Wisconsin
$672K +$11.2K +390 +2%
SWMG
828
Signature Wealth Management Group
Georgia
$670K -$8.2K -290 -1%
FMWA
829
Forvis Mazars Wealth Advisors
Missouri
$666K +$575 +20 +0.1%
II
830
Inspire Investing
Idaho
$666K +$54.9K +1,910 +9%
FAIM
831
Financial Advocates Investment Management
Washington
$659K -$2.59K -90 -0.4%
IEFM
832
IQ EQ Fund Management
Ireland
$654K +$654K +22,710 New
RA
833
RFG Advisory
Alabama
$652K +$391K +13,570 +150%
LSPW
834
Lake Street Private Wealth
Illinois
$652K +$652K +22,660 New
GH
835
GAM Holding
Switzerland
$650K -$306K -10,620 -32%
TCM
836
Tributary Capital Management
Nebraska
$648K -$14.4K -500 -2%
EGA
837
E&G Advisors
Texas
$648K – – –
APP
838
Avantax Planning Partners
Iowa
$644K +$2.2K +80 +0.3%
MA
839
Montag & Associates
Georgia
$643K -$2.63M -91,270 -80%
PTC
840
Private Trust Company
Ohio
$642K +$199K +6,930 +45%
BDF
841
Balasa Dinverno & Foltz
$638K -$138K -4,810 -18%
FHA
842
Flagship Harbor Advisors
Massachusetts
$630K +$3.74K +130 +0.6%
DWT
843
Dorsey & Whitney Trust
South Dakota
$628K +$37.2K +1,290 +6%
CAM
844
Carret Asset Management
New York
$620K +$162K +5,640 +35%
HIM
845
Hillsdale Investment Management
Ontario, Canada
$607K +$109K +3,800 +22%
AR
846
Advisory Research
Illinois
$606K -$25K -870 -4%
AC
847
Arjuna Capital
North Carolina
$598K +$598K +20,770 New
SS
848
Simplicity Solutions
Minnesota
$597K -$556K -19,320 -48%
PJSIMP
849
P.J. Schmidt Investment Management (PJS)
Wisconsin
$597K – – –
BIM
850
Bridges Investment Management
Nebraska
$595K -$1.26M -43,900 -68%
32 33
34
35 36