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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
PCA
851
Personal Capital Advisors
California
$757K +$68.9K +2,270 +10%
MOS
852
MGO One Seven
Ohio
$756K +$138K +4,530 +23%
JWCA
853
J.W. Cole Advisors
Florida
$756K +$726K +23,920 New
ECM
854
Evergreen Capital Management
Washington
$754K +$366K +12,050 +102%
TF
855
Tompkins Financial
New York
$752K -$27.3K -900 -4%
LSPW
856
Lake Street Private Wealth
Illinois
$746K +$8.8K +290 +1%
FAIM
857
Financial Advocates Investment Management
Washington
$744K +$17.9K +590 +3%
AI
858
AdvisorShares Investments
Maryland
$743K +$714K +23,520 New
DWA
859
Dorsey Wright & Associates
California
$743K +$714K +23,520 New
SWMG
860
Signature Wealth Management Group
Georgia
$740K +$14K +460 +2%
EH
861
Equitable Holdings
New York
$738K +$709K +23,340 New
CIM
862
CIM Investment Management
Pennsylvania
$737K
EWM
863
Evercore Wealth Management
New York
$737K +$303K +9,980 +75%
AIC
864
Ameritas Investment Company
Nebraska
$722K +$93.5K +3,080 +16%
NIM
865
NuWave Investment Management
New Jersey
$722K +$519K +17,080 +297%
MIM
866
Moseley Investment Management
Florida
$719K -$25.8K -850 -4%
GCP
867
GSA Capital Partners
United Kingdom
$716K +$688K +22,660 New
EGA
868
E&G Advisors
Texas
$711K
EP
869
Eudaimonia Partners
Tennessee
$708K +$680K +22,410 New
WWM
870
Western Wealth Management
Colorado
$700K +$31.3K +1,030 +5%
CAM
871
Carret Asset Management
New York
$697K
FCA
872
FinTrust Capital Advisors
South Carolina
$696K -$34.6K -1,140 -5%
WSTAM
873
Wilbanks Smith & Thomas Asset Management
Virginia
$696K +$250K +8,220 +60%
SSA
874
Schonfeld Strategic Advisors
New York
$695K +$668K +22,000 New
Cerity Partners
875
Cerity Partners
New York
$693K -$721K -23,760 -52%

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.