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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
IA
976
IFG Advisory
Georgia
$482K +$463K +15,260 New
VFA
977
Valeo Financial Advisors
Indiana
$481K +$138K +4,530 +42%
NJBEST
978
New Jersey Better Educational Savings Trust
New Jersey
$474K +$30.4K +1,000 +7%
SMFS
979
Squar Milner Financial Services
California
$474K +$178K +5,860 +64%
SPM
980
Symmetry Peak Management
Pennsylvania
$474K +$455K +15,000 New
USGIU
981
U.S. Global Investors (USGI)
Texas
$472K
NP
982
Ninepoint Partners
Ontario, Canada
$469K +$451K +14,840 New
WSFS
983
Wilmington Savings Fund Society
Delaware
$468K +$3.04K +100 +0.7%
OA
984
Oxbow Advisors
Texas
$465K +$53.1K +1,750 +13%
TFS
985
TrustCore Financial Services
Tennessee
$464K +$108K +3,550 +32%
KF
986
Krilogy Financial
Missouri
$463K +$34.9K +1,150 +9%
NFG
987
Next Financial Group
Texas
$462K -$1.27M -41,870 -74%
PWPS
988
Pinnacle Wealth Planning Services
Ohio
$462K +$135K +4,430 +43%
RA
989
Rational Advisors
New York
$461K +$302K +9,960 +215%
SP
990
Symmetry Partners
Connecticut
$460K +$43.7K +1,440 +11%
BBA
991
Braun-Bostich & Associates
Pennsylvania
$459K -$130K -4,280 -23%
AIIMS
992
Analyst IMS Investment Management Services
Israel
$458K
PCM
993
Palisade Capital Management
New Jersey
$458K +$75.9K +2,500 +21%
HIIFS
994
Harel Insurance Investments & Financial Services
Israel
$454K +$436K +14,360 New
EI
995
Ethic Inc
New York
$454K +$437K +14,380 New
ACM
996
Anfield Capital Management
California
$452K +$432K +14,230 New
AWM
997
Avior Wealth Management
Nebraska
$449K +$12.8K +420 +3%
MF
998
Magnetar Financial
Illinois
$448K -$2.11M -69,570 -83%
KPW
999
Kore Private Wealth
New York
$446K -$81.7K -2,690 -16%
TMAM
1000
Tokio Marine Asset Management
Japan
$445K +$34.9K +1,150 +9%

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.