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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
$7.58B
2
DZ Bank
DZ Bank
Germany
$341M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.91B
4
Wells Fargo
Wells Fargo
California
$610M
5
Victory Capital Management
Victory Capital Management
Texas
$159M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$711M
2
SIM
SRS Investment Management
New York
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B
4
Citadel Advisors
Citadel Advisors
Florida
$223M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
1101
Financial Gravity Asset Management
Texas
$135K -$53.1K -1,920 -28%
SWP
1102
Strategic Wealth Partners
Ohio
$131K +$114K +31,980 +670%
ZB
1103
Zions Bancorporation
Utah
$131K -$1.93K -70 -1%
RA
1104
Rational Advisors
New York
$128K +$69.2K +2,510 +118%
LPIC
1105
LeJeune Puetz Investment Counsel
Michigan
$125K – – –
AWM
1106
AllSquare Wealth Management
New York
$122K -$138K -5,000 -53%
CIA
1107
CSat Investment Advisory
Michigan
$117K +$15.5K +560 +15%
BWM
1108
Baystate Wealth Management
Massachusetts
$114K +$1.1K +40 +1%
SSB
1109
Sandy Spring Bank
Maryland
$114K +$26.4K +960 +30%
SCM
1110
Silvant Capital Management
Georgia
$113K -$24.9K -890 -18%
FANJ
1111
Financial Architects (New Jersey)
New Jersey
$112K -$382K -13,830 -77%
RIA
1112
Realta Investment Advisors
Delaware
$112K -$19.2K -700 -15%
CFA
1113
Carroll Financial Associates
North Carolina
$111K -$28.8K -1,050 -21%
PVH
1114
Psagot Value Holdings
Israel
$109K -$27.3K -990 -20%
SCA
1115
Stonebridge Capital Advisors
Minnesota
$108K +$14.6K +530 +16%
KWA
1116
KCS Wealth Advisory
California
$108K +$108K +3,910 New
TCOV
1117
Trust Company of Vermont
Vermont
$99K – – –
CFG
1118
Citizens Financial Group
Rhode Island
$98K +$46.5K +1,690 +90%
SWA
1119
Sutton Wealth Advisors
Florida
$97.5K – – –
LWA
1120
Lenox Wealth Advisors
New York
$96K +$44.8K +1,630 +88%
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$92K -$13.9K -500 -13%
FPFS
1122
First Personal Financial Services
North Carolina
$91K -$258K -9,390 -74%
SLF
1123
Sun Life Financial
Ontario, Canada
$90K +$1.1K +40 +1%
MUS
1124
Mitsubishi UFJ Securities
Japan
$86K -$61K -2,200 -42%
TC
1125
Truvestments Capital
Florida
$85K +$7.75K +280 +10%
43 44
45
46 47