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Broadcom
AVGO

Overview Fund Activity

1,229 hedge funds and large institutions have $92.4B invested in Broadcom in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 541 increasing their positions, 464 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
-10
Holders Change %
-0.81%
% of All Funds
26.99%
Holding in Top 10
42
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.65%
% of All Funds
0.92%
New
102
Increased
541
Reduced
464
Closed
100
Calls
$1.53B
Puts
$2.58B
Net Calls
-$1.04B
Net Calls Change
-$991M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$583M
2
DZ Bank
DZ Bank
Germany
+$329M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$136M
4
Wells Fargo
Wells Fargo
California
+$135M
5
Victory Capital Management
Victory Capital Management
Texas
+$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$340M
2
SIM
SRS Investment Management
New York
-$311M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$281M
4
Citadel Advisors
Citadel Advisors
Florida
-$249M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
UC
1026
Unio Capital
New Jersey
$257K +$257K +9,300 New
VCM
1027
Virtue Capital Management
Tennessee
$256K -$3.87K -140 -1%
DIA
1028
Dana Investment Advisors
Wisconsin
$254K -$18.1M -657,980 -99%
OWA
1029
Outlook Wealth Advisors
Texas
$254K -$6.63K -240 -3%
LNC
1030
Lincoln National Corp
Pennsylvania
$253K +$6.07K +220 +2%
HR
1031
Hayden Royal
North Carolina
$252K -$17.7K -640 -7%
IHL
1032
Investment House LLC
California
$248K +$13.8K +500 +6%
IFWM
1033
Institute for Wealth Management
Colorado
$247K -$110K -3,960 -31%
PCG
1034
Private Capital Group
Connecticut
$246K -$121K -4,330 -33%
WB
1035
Webster Bank
Connecticut
$246K +$28K +1,010 +13%
SWA
1036
Stratos Wealth Advisors
Ohio
$245K +$10.5K +380 +4%
CC
1037
Cognios Capital
Kansas
$245K +$245K +8,910 New
TC
1038
TownSquare Capital
Utah
$244K -$49.5K -1,590 -17%
RC
1039
RegentAtlantic Capital
New Jersey
$244K -$1.11K -40 -0.5%
SRC
1040
Sage Rhino Capital
California
$244K -$827 -30 -0.3%
FWM
1041
Fairhaven Wealth Management
Illinois
$243K – – –
BJL
1042
Brighton Jones LLC
Washington
$243K +$41.7K +1,510 +21%
RWA
1043
Redhawk Wealth Advisors
Minnesota
$241K +$241K +8,740 New
JA
1044
JOYN Advisors
Georgia
$240K -$1.66K -60 -0.7%
BHWM
1045
Bar Harbor Wealth Management
New Hampshire
$240K – – –
KMWM
1046
Keudell/Morrison Wealth Management
Oregon
$239K +$8.83K +320 +4%
TAM
1047
Trillium Asset Management
Massachusetts
$238K +$238K +8,630 New
ST
1048
Smithfield Trust
Pennsylvania
$237K +$5.25K +190 +2%
IIA
1049
IPG Investment Advisors
California
$236K – – –
CA
1050
Clearstead Advisors
Ohio
$236K +$236K +8,560 New
40 41
42
43 44