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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
PFGIA
926
Patriot Financial Group Insurance Agency
Massachusetts
$577K +$41K +1,350 +8%
CC
927
Cedar Capital
Illinois
$576K +$82K +2,700 +17%
MAM
928
Mark Asset Management
New York
$575K +$553K +18,210 New
JIR
929
James Investment Research
Ohio
$572K -$54.7K -1,800 -9%
BFA
930
Beaumont Financial Advisors
Massachusetts
$572K +$6.68K +220 +1%
AIC
931
Archer Investment Corporation
Indiana
$570K -$10.3K -340 -2%
BAM
932
Berkshire Asset Management
Pennsylvania
$569K -$9.72K -320 -2%
AWCI
933
Alpine Woods Capital Investors
New York
$569K
CSIC
934
Clifford Swan Investment Counsel
California
$566K
ED
935
Exane Derivatives
France
$565K +$267K +8,790 +89%
22CM
936
20/20 Capital Management
California
$563K +$534K +17,600 New
SB
937
Simmons Bank
Arkansas
$562K +$2.13K +70 +0.4%
BFM
938
Boston Financial Management
Massachusetts
$562K +$55.6K +1,830 +11%
HAG
939
HighPoint Advisor Group
Illinois
$558K +$56.5K +1,860 +11%
RCA
940
Ranch Capital Advisors
Florida
$556K +$117K +3,860 +28%
IEFM
941
IQ EQ Fund Management
Ireland
$553K -$70.1K -2,310 -12%
RMAM
942
Raab & Moskowitz Asset Management
New Jersey
$553K
DAS
943
Dynamic Advisor Solutions
Arizona
$550K +$138K +4,560 +36%
PCM
944
Parsons Capital Management
Rhode Island
$546K +$24.9K +820 +5%
WANY
945
Wealthspire Advisors (New York)
New York
$546K +$182K +6,000 +53%
NME
946
Notis-McConarty Edward
$545K
MPPLM
947
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$542K +$9.41K +310 +2%
FNT
948
First National Trust
Pennsylvania
$539K -$48.6K -1,600 -9%
CAM
949
Cypress Asset Management
Texas
$539K -$12.1K -400 -2%
KTC
950
Kistler-Tiffany Companies
Pennsylvania
$539K +$911 +30 +0.2%

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.