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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
SAM
1051
Silvercrest Asset Management
New York
$361K +$3.64K +120 +1%
GW
1052
GW & Wade
Massachusetts
$360K +$346K +11,400 New
HIA
1053
Harbor Investment Advisory
Maryland
$360K +$346K +11,400 New
TT
1054
TI-Trust
Illinois
$356K +$342K +11,250 New
UC
1055
Unio Capital
New Jersey
$354K +$57.4K +1,890 +20%
AR
1056
Advisory Research
Illinois
$352K -$294K -9,670 -46%
FL
1057
Fort LP
Maryland
$352K +$339K +11,150 New
AF
1058
Advisornet Financial
Minnesota
$339K +$38.9K +1,280 +14%
PCG
1059
Private Capital Group
Connecticut
$339K +$58K +1,910 +22%
LFA
1060
Legacy Financial Advisors
Kentucky
$335K +$1.21K +40 +0.4%
EW
1061
Evoke Wealth
California
$333K +$29.1K +960 +10%
AFP
1062
Ausdal Financial Partners
Iowa
$331K -$44.9K -1,480 -12%
FFN
1063
Focus Financial Network
Minnesota
$330K -$607 -20 -0.2%
VWA
1064
V Wealth Advisors
Kansas
$328K
ESB
1065
Essex Savings Bank
Connecticut
$326K +$4.25K +140 +1%
AAMC
1066
Asset Allocation & Management Company
Illinois
$324K +$311K +10,250 New
OSAM
1067
O'Shaughnessy Asset Management
Connecticut
$323K +$286K +9,430 +1,194%
WPW
1068
Waldron Private Wealth
Pennsylvania
$320K +$4.25K +140 +1%
BCWM
1069
Blue Chip Wealth Management
Florida
$319K +$306K +10,090 New
CFA
1070
Carroll Financial Associates
North Carolina
$317K +$182K +5,990 +148%
SIM
1071
SSI Investment Management
California
$316K -$911 -30 -0.3%
WSC
1072
Wellington Shields & Co
New York
$316K +$304K +10,000 New
IIA
1073
ICW Investment Advisors
Arizona
$315K +$303K +9,970 New
SBIA
1074
Sheaff Brock Investment Advisors
Indiana
$313K +$300K +9,890 New
BCM
1075
Brookmont Capital Management
Texas
$312K -$85.3K -2,810 -22%

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.