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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
AC
1101
Abbrea Capital
California
$274K +$263K +8,660 New
CPC
1102
Consolidated Planning Corp
Georgia
$274K +$264K +8,680 New
DIA
1103
Dana Investment Advisors
Wisconsin
$273K -$17.3K -570 -6%
TAM
1104
Trillium Asset Management
Massachusetts
$273K
CA
1105
Clearstead Advisors
Ohio
$271K
LWMM
1106
Legacy Wealth Management (Mississippi)
Mississippi
$270K +$259K +8,540 New
WCM
1107
Wedge Capital Management
North Carolina
$269K +$3.95K +130 +2%
ST
1108
Smithfield Trust
Pennsylvania
$268K -$3.34K -110 -1%
BHWM
1109
Bar Harbor Wealth Management
New Hampshire
$267K -$7.59K -250 -3%
BA
1110
Bristlecone Advisors
Washington
$266K +$256K +8,430 New
SRC
1111
Sage Rhino Capital
California
$265K
Pacer Advisors
1112
Pacer Advisors
Pennsylvania
$264K -$21.2M -696,830 -99%
BWCS
1113
Beirne Wealth Consulting Services
Connecticut
$264K -$772K -25,410 -75%
MA
1114
MUFG Americas
New York
$263K
CA
1115
Calton & Associates
Florida
$261K +$250K +8,250 New
MG
1116
Mather Group
Illinois
$260K +$250K +8,240 New
LWCFA
1117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$259K
PEA
1118
Pacific Edge Advisors
California
$259K +$249K +8,190 New
GCA
1119
Gradient Capital Advisors
California
$258K -$5.77K -190 -2%
RPWA
1120
Regent Peak Wealth Advisors
Georgia
$258K +$248K +8,180 New
FMWA
1121
Forvis Mazars Wealth Advisors
Missouri
$257K +$247K +8,120 New
Fiera Capital (Canada)
1122
Fiera Capital (Canada)
Quebec, Canada
$256K +$246K +8,090 New
IBOK
1123
Independence Bank of Kentucky
Kentucky
$254K
NRS
1124
Neville Rodie & Shaw
New York
$253K
VW
1125
Vantage Wealth
California
$253K

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.