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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
CT
876
Caldwell Trust
Florida
$689K +$662K +21,810 New
BA
877
Birinyi Associates
Connecticut
$689K -$1.14M -37,700 -63%
ISWM
878
Independent Solutions Wealth Management
New York
$684K +$657K +21,640 New
LWAC
879
Laurel Wealth Advisors (California)
California
$681K -$142K -4,680 -18%
PJSIMP
880
P.J. Schmidt Investment Management (PJS)
Wisconsin
$679K
KC
881
Knuff & Co
California
$678K +$97.2K +3,200 +18%
TCA
882
Transcend Capital Advisors
New Jersey
$677K +$651K +21,430 New
DCM
883
Davidson Capital Management
Texas
$676K +$649K +21,390 New
RMDI
884
R.M. Davis Inc
Maine
$674K +$116K +3,820 +22%
BTW
885
Boston Trust Walden
Massachusetts
$673K -$23.1K -760 -3%
PGIM
886
Pacific Global Investment Management
California
$672K +$263K +8,670 +69%
PAM
887
Premier Asset Management
Illinois
$670K -$673K -22,180 -51%
JIM
888
Jupiter Investment Management
United Kingdom
$669K -$33.5M -1,104,030 -98%
TCM
889
Traynor Capital Management
Pennsylvania
$666K +$24.9K +820 +4%
SFSIG
890
San Francisco Sentry Investment Group
California
$665K +$46.2K +1,520 +8%
IWC
891
Integrated Wealth Concepts
Massachusetts
$665K +$639K +21,030 New
TCM
892
Tributary Capital Management
Nebraska
$664K -$30.4K -1,000 -5%
HIM
893
Hillsdale Investment Management
Ontario, Canada
$663K +$78.9K +2,600 +14%
AC
894
Arjuna Capital
North Carolina
$663K +$141K +4,660 +29%
HH
895
Hilltop Holdings
Texas
$657K -$65.3K -2,150 -9%
MMA
896
Miracle Mile Advisors
California
$652K -$10.6K -350 -2%
CRWM
897
Castle Rock Wealth Management
California
$652K +$60.4K +1,990 +11%
RHBC
898
R.H. Bluestein & Co
Michigan
$649K +$139K +4,580 +29%
LCP
899
Legacy Capital Partners
Wisconsin
$645K +$241K +7,950 +64%
PG
900
Pendal Group
Australia
$641K -$490K -16,130 -44%

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.