AVGO icon

Broadcom
AVGO

Overview Fund Activity

1,290 hedge funds and large institutions have $78.3B invested in Broadcom in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 588 increasing their positions, 474 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
-57
Holders Change %
-4.23%
% of All Funds
28.5%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
1.19%
New
135
Increased
588
Reduced
474
Closed
176
Calls
$1.36B
Puts
$1.99B
Net Calls
-$627M
Net Calls Change
+$761M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$551M
3
CS
Credit Suisse
Switzerland
+$252M
4
Bank of America
Bank of America
North Carolina
+$209M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$209M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.25B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$390M
3
Jennison Associates
Jennison Associates
New York
-$257M
4
Invesco
Invesco
Georgia
-$250M
5
DZ Bank
DZ Bank
Germany
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
1001
Essex Financial Services
Connecticut
$351K +$168K +7,090 +92%
RHBC
1002
R.H. Bluestein & Co
Michigan
$350K -$136K -5,750 -28%
OA
1003
Oxbow Advisors
Texas
$349K – – –
TFS
1004
TrustCore Financial Services
Tennessee
$348K – – –
AWE
1005
Avidian Wealth Enterprises
Texas
$347K +$166K +7,000 +92%
WMA
1006
Wealth Management Associates
New Jersey
$345K +$28.2K +1,190 +9%
CW
1007
CreativeOne Wealth
Kansas
$344K +$132K +5,580 +62%
GSWM
1008
Golden State Wealth Management
California
$341K +$341K +14,400 New
GAAM
1009
Guinness Atkinson Asset Management
California
$340K +$57.7K +2,430 +20%
JIM
1010
Jupiter Investment Management
United Kingdom
$338K -$164K -6,920 -33%
VPIM
1011
Vanguard Personalized Indexing Management
California
$333K +$333K +14,050 New
BSA
1012
Braun Stacey Associates
New York
$331K -$10.4M -439,980 -97%
FP
1013
Financial Perspectives
Minnesota
$330K +$148K +6,240 +81%
CAM
1014
CenterStar Asset Management
Illinois
$328K – – –
CWP
1015
Capital Wealth Planning
Florida
$327K +$110K +4,640 +51%
UCMOK
1016
United Capital Management of KS
Kansas
$327K +$327K +13,800 New
PPP
1017
Private Portfolio Partners
New Jersey
$325K +$325K +13,700 New
HFM
1018
Harvest Fund Management
China
$324K -$16.1K -750 -5%
TWI
1019
Thomas White International
Illinois
$322K +$322K +13,600 New
RFM
1020
Royal Fund Management
Florida
$320K -$70.6K -2,980 -18%
WSCM
1021
Wellington Shields Capital Management
New York
$318K +$23.7K +1,000 +8%
NF
1022
Nikulski Financial
Iowa
$314K +$41.5K +1,750 +15%
MCCP
1023
Mission Creek Capital Partners
California
$311K +$4.27K +180 +1%
BBA
1024
Braun-Bostich & Associates
Pennsylvania
$310K -$8.74K -390 -3%
BCWM
1025
Blue Chip Wealth Management
Florida
$309K +$69.7K +2,940 +29%
39 40
41
42 43