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Broadcom
AVGO

Overview Fund Activity

2,012 hedge funds and large institutions have $221B invested in Broadcom in 2021 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 803 increasing their positions, 624 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+267
Holders Change %
+15.3%
% of All Funds
31.07%
Holding in Top 10
165
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+91.86%
% of All Funds
2.55%
New
371
Increased
803
Reduced
624
Closed
72
Calls
$3.89B
Puts
$8.25B
Net Calls
-$4.36B
Net Calls Change
-$2.29B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$690M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$563M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$498M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$416M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.07B
2
Capital International Investors
Capital International Investors
California
-$1.55B
3
Bank of America
Bank of America
North Carolina
-$527M
4
Capital World Investors
Capital World Investors
California
-$401M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
1076
Warther Private Wealth
Ohio
$1.54M +$59.7K +900 +4%
Walleye Capital
1077
Walleye Capital
New York
$1.53M +$1.53M +22,990 New
LCP
1078
Legacy Capital Partners
Wisconsin
$1.52M -$113K -1,700 -7%
EWM
1079
Evercore Wealth Management
New York
$1.52M – – –
ACS
1080
Archford Capital Strategies
Illinois
$1.51M +$118K +1,780 +8%
OPS
1081
Orion Portfolio Solutions
Nebraska
$1.51M +$270K +4,060 +22%
GAMC
1082
Garner Asset Management Corp
Texas
$1.5M +$1.33K +20 +0.1%
SA
1083
SRN Advisors
Pennsylvania
$1.5M +$1.5M +22,580 New
CIM
1084
CIM Investment Management
Pennsylvania
$1.5M -$25.9K -390 -2%
CCM
1085
Community Capital Management
Florida
$1.5M +$23.8K +500 +2%
LSPW
1086
Lake Street Private Wealth
Illinois
$1.5M +$171K +2,570 +13%
MWM
1087
Mission Wealth Management
California
$1.49M -$1.43M -21,510 -49%
ACM
1088
AlphaCrest Capital Management
New York
$1.49M -$91.9K -1,380 -6%
RCAG
1089
Rehmann Capital Advisory Group
Michigan
$1.49M +$134K +2,010 +10%
LWM
1090
Laidlaw Wealth Management
New York
$1.48M +$158K +2,370 +12%
DI
1091
DFPG Investments
Utah
$1.48M -$17K -310 -1%
BA
1092
BCM Advisors
Louisiana
$1.48M – – –
WSCM
1093
Wellington Shields Capital Management
New York
$1.48M – – –
RCG
1094
Resource Consulting Group
Florida
$1.46M +$1.46M +21,970 New
MFA
1095
Mayflower Financial Advisors
Massachusetts
$1.46M +$11.3K +170 +0.8%
ARMT
1096
Amica Retiree Medical Trust
Rhode Island
$1.45M -$252K -3,780 -15%
OA
1097
Oxbow Advisors
Texas
$1.45M +$89.1K +1,340 +7%
RBA
1098
Richard Bernstein Advisors
New York
$1.44M +$1.44M +21,680 New
PA
1099
Probity Advisors
Texas
$1.44M -$34K -510 -2%
HIA
1100
Harbor Investment Advisory
Maryland
$1.44M -$34.6K -520 -2%
42 43
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