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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
Verition Fund Management
1076
Verition Fund Management
Connecticut
$311K +$299K +9,840 New
HIC
1077
Holderness Investments Company
North Carolina
$310K
DA
1078
Doliver Advisors
Texas
$310K +$59.2K +1,950 +25%
EMG
1079
ETF Managers Group
New Jersey
$309K -$669K -22,020 -69%
GRP
1080
Global Retirement Partners
California
$305K +$125K +4,110 +74%
OL
1081
Optas LLC
Texas
$305K +$294K +9,670 New
WA
1082
WBH Advisory
Maryland
$303K +$304 +10 +0.1%
CYG
1083
Clean Yield Group
Vermont
$302K
BG
1084
Berry Group
Massachusetts
$302K +$290K +9,550 New
IHL
1085
Investment House LLC
California
$300K +$15.2K +500 +6%
AC
1086
Avestar Capital
New York
$296K -$1.21K -40 -0.4%
CAGAS
1087
Capital Advisory Group Advisory Services
Minnesota
$295K +$44.9K +1,480 +19%
VC
1088
Veracity Capital
Georgia
$294K +$282K +9,300 New
CG
1089
Cutler Group
California
$291K -$1.18M -38,730 -81%
SFG
1090
Sather Financial Group
Texas
$291K +$279K +9,200 New
CWP
1091
Capital Wealth Planning
Florida
$289K -$304 -10 -0.1%
FWM
1092
Frontier Wealth Management
Missouri
$287K -$98.4K -3,240 -26%
CC
1093
Cognios Capital
Kansas
$286K +$5.16K +170 +2%
BFM
1094
Boothbay Fund Management
New York
$284K +$47.4K +1,560 +21%
CW
1095
CreativeOne Wealth
Kansas
$283K +$271K +8,940 New
IIA
1096
IPG Investment Advisors
California
$283K +$12.1K +400 +5%
KMWM
1097
Keudell/Morrison Wealth Management
Oregon
$282K +$7.59K +250 +3%
IFWM
1098
Institute for Wealth Management
Colorado
$280K -$1.82K -60 -0.7%
RC
1099
RegentAtlantic Capital
New Jersey
$279K +$304 +10 +0.1%
JA
1100
JOYN Advisors
Georgia
$274K -$607 -20 -0.2%

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.