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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
BDF
901
Balasa Dinverno & Foltz
$639K +$47.4K +1,560 +8%
PTC
902
Private Trust Company
Ohio
$638K -$200K -6,580 -25%
MAM
903
Morse Asset Management
Connecticut
$632K
II
904
Inspire Investing
Idaho
$627K -$607 -20 -0.1%
RCM
905
RB Capital Management
Nevada
$626K +$15.5K +510 +3%
PCM
906
Prelude Capital Management
New York
$625K +$601K +19,790 New
FHA
907
Flagship Harbor Advisors
Massachusetts
$624K -$6.98K -230 -1%
NICM
908
Neo Ivy Capital Management
New York
$622K +$598K +19,680 New
PWM
909
Perigon Wealth Management
California
$621K +$51.6K +1,700 +9%
Fisher Asset Management
910
Fisher Asset Management
Washington
$615K -$56.5K -1,860 -9%
LNC
911
Lincoln National Corp
Pennsylvania
$613K +$310K +10,210 +111%
ACS
912
Archford Capital Strategies
Illinois
$611K +$8.8K +290 +2%
BUB
913
BBVA USA Bancshares
Texas
$603K +$579K +19,060 New
KFI
914
Key Financial Inc
Pennsylvania
$603K +$579K +19,080 New
FI
915
Fosun International
China
$601K +$577K +19,000 New
CPR
916
CSU Producer Resources
Ohio
$600K
RTC
917
Riverview Trust Company
Washington
$597K -$13.7K -450 -2%
TFA
918
Toth Financial Advisory
Virginia
$597K +$559K +18,400 +3,680%
LSAG
919
Lake Street Advisors Group
New Hampshire
$595K +$13.1K +430 +2%
SFFS
920
Stonehage Fleming Financial Services
Jersey
$593K
LOAMS
921
Lombard Odier Asset Management (Switzerland)
Switzerland
$591K -$121K -3,970 -18%
IWP
922
Icon Wealth Partners
Texas
$586K +$47.1K +1,550 +9%
Cohen & Steers
923
Cohen & Steers
New York
$583K -$4.16M -137,170 -88%
APP
924
Avantax Planning Partners
Iowa
$583K -$8.5K -280 -1%
ST
925
Spinnaker Trust
Maine
$582K -$392K -12,920 -41%

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.