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Broadcom
AVGO

Overview Fund Activity

1,219 hedge funds and large institutions have $102B invested in Broadcom in 2019 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 494 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,219
Holders Change
+95
Holders Change %
+8.45%
% of All Funds
26.43%
Holding in Top 10
70
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.94%
% of All Funds
1.52%
New
181
Increased
494
Reduced
439
Closed
75
Calls
$2.33B
Puts
$2.51B
Net Calls
-$180M
Net Calls Change
-$357M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$777M
2
Bank of America
Bank of America
North Carolina
+$677M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$567M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$202M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$169M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.41B
2
Capital International Investors
Capital International Investors
California
-$1.04B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$858M
4
Coatue Management
Coatue Management
New York
-$351M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
926
Avior Wealth Management
Nebraska
$410K – – –
BOE
927
Bank of Edwardsville
Illinois
$409K +$409K +13,590 New
VHAM
928
Van Hulzen Asset Management
California
$397K -$1.51M -50,320 -79%
CFD
929
Creative Financial Designs
Indiana
$397K +$90K +2,990 +29%
IFWM
930
Institute for Wealth Management
Colorado
$393K -$85.5K -2,840 -18%
WSC
931
Wellington Shields & Co
New York
$391K +$90.5K +3,010 +30%
PHS
932
Pekin Hardy Strauss
Illinois
$391K +$391K +13,000 New
PA
933
Parallel Advisors
California
$390K +$43.6K +1,450 +13%
HCM
934
Hollencrest Capital Management
California
$381K – – –
CYG
935
Clean Yield Group
Vermont
$380K -$77.9K -2,590 -17%
OA
936
Oxbow Advisors
Texas
$380K +$19.6K +650 +5%
BP
937
Ballentine Partners
Massachusetts
$380K +$22.6K +750 +6%
TFS
938
Thoroughbred Financial Services
Tennessee
$380K +$58.3K +1,940 +18%
Fisher Asset Management
939
Fisher Asset Management
Washington
$374K +$3.31K +110 +0.9%
FPFS
940
First Personal Financial Services
North Carolina
$373K -$6.02K -200 -2%
WSCM
941
Wellington Shields Capital Management
New York
$373K – – –
BS
942
Boenning & Scattergood
Pennsylvania
$373K +$373K +12,410 New
EWM
943
Evercore Wealth Management
New York
$372K +$19.2K +640 +5%
MWM
944
Marietta Wealth Management
Georgia
$371K +$371K +12,330 New
MWPCG
945
Measured Wealth Private Client Group
New Hampshire
$370K +$49.9K +1,660 +16%
WG
946
Winton Group
United Kingdom
$365K +$36K +1,200 +11%
IWP
947
Icon Wealth Partners
Texas
$362K -$31.9K -1,060 -8%
IGGA
948
Iron Gate Global Advisors
Utah
$362K +$58.7K +1,950 +19%
FVWA
949
Foster Victor Wealth Advisors
South Carolina
$362K +$111K +3,690 +44%
NJBEST
950
New Jersey Better Educational Savings Trust
New Jersey
$361K -$60.2K -2,000 -14%
36 37
38
39 40