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Broadcom
AVGO

Overview Fund Activity

1,745 hedge funds and large institutions have $162B invested in Broadcom in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 837 increasing their positions, 559 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
+32
Holders Change %
+1.87%
% of All Funds
30.65%
Holding in Top 10
86
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.69%
% of All Funds
1.51%
New
130
Increased
837
Reduced
559
Closed
76
Calls
$2.8B
Puts
$4.87B
Net Calls
-$2.07B
Net Calls Change
-$504M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$407M
2
Goldman Sachs
Goldman Sachs
New York
+$257M
3
Bank of America
Bank of America
North Carolina
+$229M
4
Morgan Stanley
Morgan Stanley
New York
+$212M
5
CA
Capitolis Advisors
New York
+$211M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$501M
2
Capital World Investors
Capital World Investors
California
-$358M
3
Franklin Resources
Franklin Resources
California
-$330M
4
CBT
Capital Bank & Trust
California
-$233M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
901
Integrated Wealth Concepts
Massachusetts
$1.61M +$449K +9,250 +39%
SP
902
Symmetry Partners
Connecticut
$1.61M -$25.2K -520 -2%
TA
903
TruWealth Advisors
Louisiana
$1.61M +$83.4K +1,720 +5%
PWM
904
Perigon Wealth Management
California
$1.6M +$71.3K +1,470 +5%
WCA
905
Windsor Creek Advisors
Vermont
$1.6M -$281K -5,800 -15%
LPT
906
Legacy Private Trust
Wisconsin
$1.59M – – –
CC
907
Centiva Capital
New York
$1.59M +$244K +5,040 +18%
WA
908
Wealth Alliance
New York
$1.58M +$193K +3,980 +14%
HCCM
909
Hudson Canyon Capital Management
New York
$1.57M – – –
WC
910
Westhampton Capital
North Carolina
$1.56M +$12.1K +250 +0.8%
Kayne Anderson Rudnick Investment Management
911
Kayne Anderson Rudnick Investment Management
California
$1.56M +$1.46M +30,000 +1,429%
HWMA
912
Heritage Wealth Management (Arizona)
Arizona
$1.56M +$218K +4,490 +16%
FBFS
913
First Business Financial Services
Wisconsin
$1.55M +$29.6K +610 +2%
WF
914
Welch & Forbes
Massachusetts
$1.55M – – –
FFS
915
Founders Financial Securities
Maryland
$1.55M +$88.3K +1,820 +6%
SIM
916
Sonora Investment Management
Arizona
$1.53M +$181K +3,740 +13%
OL
917
Optas LLC
Texas
$1.53M -$44.6K -920 -3%
APW
918
Aurora Private Wealth
New Jersey
$1.53M +$67.9K +1,400 +5%
IWM
919
IHT Wealth Management
Illinois
$1.52M -$355K -7,330 -19%
9WM
920
9258 Wealth Management
Ohio
$1.52M +$17K +350 +1%
BWM
921
Buckley Wealth Management
Nevada
$1.51M +$138K +2,840 +10%
PFSC
922
Peoples Financial Services Corp
Pennsylvania
$1.51M +$9.7K +200 +0.6%
SIC
923
SFE Investment Counsel
California
$1.5M +$301K +6,200 +25%
CCM
924
Community Capital Management
Florida
$1.5M – – –
DMBA
925
Deseret Mutual Benefit Administrators
Utah
$1.5M +$881K +18,180 +143%
35 36
37
38 39