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Broadcom
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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 %
CIM
851
CIM Investment Management
Pennsylvania
$598K +$45.3K +1,910 +8%
CWM
852
Calamos Wealth Management
Illinois
$593K -$128K -5,420 -18%
DWT
853
Dorsey & Whitney Trust
South Dakota
$592K +$42.2K +1,840 +8%
PWM
854
Perigon Wealth Management
California
$590K +$85.8K +3,370 +17%
TF
855
Tompkins Financial
New York
$588K +$23.7K +1,000 +4%
EP
856
Eudaimonia Partners
Tennessee
$587K +$55.5K +2,340 +10%
PA
857
Parallel Advisors
California
$586K -$18.7K -790 -3%
MWM
858
Marietta Wealth Management
Georgia
$586K +$216K +9,120 +59%
BFM
859
Boston Financial Management
Massachusetts
$581K +$159K +6,720 +38%
IWC
860
Integrated Wealth Concepts
Massachusetts
$579K +$80.4K +3,390 +16%
FAIM
861
Financial Advocates Investment Management
Washington
$578K +$19.5K +820 +3%
BWM
862
Buckley Wealth Management
Nevada
$575K +$5.93K +250 +1%
PAM
863
Premier Asset Management
Illinois
$570K +$67.5K +2,850 +13%
VHAM
864
Van Hulzen Asset Management
California
$570K +$170K +7,170 +43%
CPC
865
Congress Park Capital
New York
$565K -$176K -7,420 -24%
SC
866
SouthState Corp
Florida
$564K -$206K -8,680 -27%
EWM
867
Evercore Wealth Management
New York
$561K +$8.76K +370 +2%
IIC
868
Ironwood Investment Counsel
Arizona
$556K +$396K +16,720 +247%
KA
869
Kovack Advisors
Florida
$555K +$262K +11,040 +89%
SAM
870
Silvercrest Asset Management
New York
$553K +$282K +11,900 +104%
QCG
871
Quadrant Capital Group
Ohio
$552K -$108K -4,560 -16%
LSPW
872
Lake Street Private Wealth
Illinois
$551K -$8.3K -350 -1%
RCM
873
RB Capital Management
Nevada
$546K +$73.9K +3,120 +16%
TCA
874
Transcend Capital Advisors
New Jersey
$541K +$27.3K +1,140 +5%
KTC
875
Kistler-Tiffany Companies
Pennsylvania
$539K – – –
33 34
35
36 37