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Broadcom
AVGO

Overview Fund Activity

1,229 hedge funds and large institutions have $92.4B invested in Broadcom in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 541 increasing their positions, 464 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
-10
Holders Change %
-0.81%
% of All Funds
26.99%
Holding in Top 10
42
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.65%
% of All Funds
0.92%
New
102
Increased
541
Reduced
464
Closed
100
Calls
$1.53B
Puts
$2.58B
Net Calls
-$1.04B
Net Calls Change
-$991M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$583M
2
DZ Bank
DZ Bank
Germany
+$329M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$136M
4
Wells Fargo
Wells Fargo
California
+$135M
5
Victory Capital Management
Victory Capital Management
Texas
+$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$340M
2
SIM
SRS Investment Management
New York
-$311M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$281M
4
Citadel Advisors
Citadel Advisors
Florida
-$249M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
926
Marietta Wealth Management
Georgia
$419K -$9.94K -360 -2%
USGIU
927
U.S. Global Investors (USGI)
Texas
$412K +$44.4K +1,610 +12%
AFM
928
Andesa Financial Management
Pennsylvania
$410K -$13.2K -480 -3%
WSFS
929
Wilmington Savings Fund Society
Delaware
$406K -$13.5K -490 -3%
CFD
930
Creative Financial Designs
Indiana
$406K +$50K +1,850 +14%
AIIMS
931
Analyst IMS Investment Management Services
Israel
$402K – – –
SG
932
StoneX Group
New York
$397K +$86.1K +3,090 +28%
AWM
933
Altavista Wealth Management
North Carolina
$396K +$26.2K +950 +7%
OCG
934
Opus Capital Group
Ohio
$395K +$42.8K +1,550 +12%
BPCE
935
Bank Pictet & Cie (Europe)
Germany
$391K – – –
NJBEST
936
New Jersey Better Educational Savings Trust
New Jersey
$386K – – –
BOPW
937
Brandywine Oak Private Wealth
Pennsylvania
$383K +$99.7K +3,620 +35%
BA
938
Boston Advisors
Massachusetts
$382K -$4.14K -150 -1%
AWM
939
Avior Wealth Management
Nebraska
$381K -$1.38K -50 -0.4%
WSTAM
940
Wilbanks Smith & Thomas Asset Management
Virginia
$381K +$170K +6,170 +81%
RCA
941
Ranch Capital Advisors
Florida
$379K +$379K +13,720 New
JCM
942
Jag Capital Management
Missouri
$376K – – –
WPA
943
West Paces Advisors
Georgia
$373K – – –
KF
944
Krilogy Financial
Missouri
$373K +$373K +13,500 New
EWF
945
Epstein & White Financial
California
$372K +$42.1K +1,490 +13%
WMA
946
Wealth Management Associates
New Jersey
$369K +$369K +13,350 New
EWM
947
Evercore Wealth Management
New York
$368K +$13.8K +500 +4%
LWM
948
Lenox Wealth Management
Ohio
$366K +$158K +5,680 +76%
PAS
949
Park Avenue Securities
New York
$363K +$38.4K +1,390 +12%
SP
950
Symmetry Partners
Connecticut
$362K -$39.8K -1,440 -10%
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