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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 %
APP
826
Avantax Planning Partners
Iowa
$645K +$208K +8,750 +47%
AWM
827
Altium Wealth Management
New York
$643K -$19.9K -840 -3%
QPWM
828
Quadrant Private Wealth Management
Pennsylvania
$642K +$642K +27,060 New
Capital Fund Management (CFM)
829
Capital Fund Management (CFM)
France
$642K +$642K +27,070 New
WWM
830
Western Wealth Management
Colorado
$640K +$115K +4,840 +22%
FBFS
831
First Business Financial Services
Wisconsin
$636K -$12.3K -520 -2%
LWS
832
Lucia Wealth Services
California
$634K +$25.4K +1,070 +4%
PIA
833
Perennial Investment Advisors
California
$634K +$47.2K +1,990 +8%
GH
834
GAM Holding
Switzerland
$633K +$59.7K +2,520 +10%
TCOV
835
Trust Company of Vermont
Vermont
$630K +$494K +20,830 +364%
IAN
836
Integrated Advisors Network
Texas
$626K -$1.61M -67,810 -72%
PP
837
Patten & Patten
Tennessee
$626K +$626K +26,400 New
WCM
838
Windsor Capital Management
Arizona
$622K +$25.6K +1,080 +4%
DAS
839
Dynamic Advisor Solutions
Arizona
$621K +$208K +8,790 +51%
CBB
840
Citizens Business Bank
California
$619K +$619K +26,110 New
AWM
841
Altavista Wealth Management
North Carolina
$618K +$304K +12,800 +97%
S
842
Seeyond
France
$616K -$223K -13,980 -27%
RPC
843
Rossmore Private Capital
Connecticut
$613K -$7.12K -300 -1%
OAM
844
Origin Asset Management
United Kingdom
$611K -$5.99M -253,020 -91%
RHP
845
Royal Harbor Partners
Texas
$611K +$611K +25,760 New
SMFG
846
Sumitomo Mitsui Financial Group
Japan
$611K +$611K +25,780 New
MWA
847
Meridian Wealth Advisors
Texas
$609K -$35.5K -1,500 -6%
FHA
848
First Horizon Advisors
Tennessee
$609K +$37.4K +1,580 +7%
AIC
849
Ameritas Investment Company
Nebraska
$609K +$71.4K +3,030 +13%
BA
850
BCM Advisors
Louisiana
$599K +$599K +25,250 New
32 33
34
35 36