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Broadcom
AVGO

Overview Fund Activity

2,012 hedge funds and large institutions have $221B invested in Broadcom in 2021 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 803 increasing their positions, 624 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+267
Holders Change %
+15.3%
% of All Funds
31.07%
Holding in Top 10
165
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+91.86%
% of All Funds
2.55%
New
371
Increased
803
Reduced
624
Closed
72
Calls
$3.89B
Puts
$8.25B
Net Calls
-$4.36B
Net Calls Change
-$2.29B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$690M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$563M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$498M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$416M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.07B
2
Capital International Investors
Capital International Investors
California
-$1.55B
3
Bank of America
Bank of America
North Carolina
-$527M
4
Capital World Investors
Capital World Investors
California
-$401M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
976
U.S. Capital Wealth Advisors
Texas
$2M -$815K -12,250 -29%
LFM
977
Lumina Fund Management
New York
$2M – – –
UCMOK
978
United Capital Management of KS
Kansas
$1.99M +$105K +1,580 +6%
KFP
979
KMG Fiduciary Partners
Ohio
$1.98M -$55.9K -840 -3%
AOWM
980
Alpha Omega Wealth Management
Virginia
$1.98M -$4.18K -70 -0.2%
IAN
981
Integrated Advisors Network
Texas
$1.96M +$5.99K +90 +0.3%
MTWM
982
Masso Torrence Wealth Management
New Jersey
$1.96M +$1.96M +29,500 New
GSWM
983
Golden State Wealth Management
California
$1.95M -$470K -7,060 -19%
QPWM
984
Quadrant Private Wealth Management
Pennsylvania
$1.94M -$2.66K -40 -0.1%
JAG
985
Journey Advisory Group
Kentucky
$1.93M +$382K +5,740 +25%
PG
986
Patten Group
Tennessee
$1.93M +$212K +3,180 +12%
T
987
TCWP
Ohio
$1.92M +$1.92M +28,920 New
CAM
988
Carret Asset Management
New York
$1.92M +$13.3K +200 +0.7%
CRC
989
Curi RMB Capital
Illinois
$1.92M +$283K +4,250 +17%
DWT
990
Dorsey & Whitney Trust
South Dakota
$1.91M +$172K +2,590 +10%
PIA
991
Perennial Investment Advisors
California
$1.91M +$211K +3,160 +12%
GCA
992
Greenwood Capital Associates
South Carolina
$1.91M +$275K +4,130 +17%
ZB
993
Zions Bancorporation
Utah
$1.9M +$122K +1,840 +7%
AW
994
Alaethes Wealth
Nevada
$1.9M +$60.6K +910 +3%
WP
995
WealthShield Partners
North Carolina
$1.88M +$160K +2,410 +9%
SVCF
996
Silicon Valley Community Foundation
California
$1.88M +$1.88M +28,280 New
SWPG
997
Strategic Wealth Partners Group
Illinois
$1.88M +$55.9K +840 +3%
EN1L
998
Engine No 1 LLC
California
$1.88M +$406K +6,100 +28%
QCM
999
Quantinno Capital Management
New York
$1.88M +$1.88M +28,200 New
DCM
1000
Davidson Capital Management
Texas
$1.88M +$32.6K +490 +2%
38 39
40
41 42