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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
CIC
1001
Carnegie Investment Counsel
Ohio
$442K +$425K +14,000 New
WPA
1002
West Paces Advisors
Georgia
$440K +$12.4K +410 +3%
LWM
1003
Lenox Wealth Management
Ohio
$438K +$20.9K +690 +5%
HC
1004
Henshaw Capital
Massachusetts
$433K
AFM
1005
Andesa Financial Management
Pennsylvania
$432K -$35.2K -1,160 -8%
BFO
1006
Biltmore Family Office
North Carolina
$428K +$17.9K +590 +5%
RWA
1007
Redhawk Wealth Advisors
Minnesota
$425K +$143K +4,710 +54%
PFPT
1008
Pinnacle Financial Partners (Tennessee)
Tennessee
$422K +$404K +13,320 New
WMA
1009
Wealth Management Associates
New Jersey
$422K
CANY
1010
Caxton Associates (New York)
New York
$421K +$112K +3,700 +38%
AWM
1011
Altavista Wealth Management
North Carolina
$419K -$33.4K -1,100 -8%
GIA
1012
Gladstone Institutional Advisory
Florida
$412K +$42.8K +1,410 +12%
PHS
1013
Pekin Hardy Strauss
Illinois
$411K
FAN
1014
Financial Advisors Network
California
$408K -$6.38K -210 -2%
PFO
1015
Pathstone Family Office
New Jersey
$408K +$14.9K +490 +61%
MCCP
1016
Mission Creek Capital Partners
California
$408K +$392K +12,920 New
BPCE
1017
Bank Pictet & Cie (Europe)
Germany
$404K -$42.5K -1,400 -10%
RMCM
1018
Reynders McVeigh Capital Management
Massachusetts
$402K -$3.04K -100 -0.8%
SG
1019
StoneX Group
New York
$401K -$46.8K -1,540 -11%
HCM
1020
Hollencrest Capital Management
California
$401K +$15.2K +500 +4%
TFCP
1021
Twin Focus Capital Partners
Massachusetts
$397K +$381K +12,560 New
EF
1022
Empirical Finance
Pennsylvania
$396K +$380K +12,530 New
DS
1023
DRW Securities
Illinois
$395K +$380K +12,500 New
RIM
1024
Redwood Investment Management
Arizona
$394K -$3.93M -129,310 -91%
CP
1025
Camelot Portfolios
Ohio
$393K +$1.52K +50 +0.4%

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.