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Broadcom
AVGO

Overview Fund Activity

1,347 hedge funds and large institutions have $105B invested in Broadcom in 2019 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 568 increasing their positions, 441 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+118
Holders Change %
+9.6%
% of All Funds
26.6%
Holding in Top 10
64
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+52.38%
% of All Funds
1.26%
New
203
Increased
568
Reduced
441
Closed
68
Calls
$1.89B
Puts
$3.28B
Net Calls
-$1.39B
Net Calls Change
-$344M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$9.34B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.38B
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$333M
4
AAMU
Amundi Asset Management US
Massachusetts
$603M
5
GQG Partners
GQG Partners
Florida
$136M

Top Sellers

1
Invesco
Invesco
Georgia
$905M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$766M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$792M
4
BlackRock
BlackRock
New York
$7.89B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMM
1101
Legacy Wealth Management (Mississippi)
Mississippi
$270K +$270K +8,540 New
WCM
1102
Wedge Capital Management
North Carolina
$269K +$4.11K +130 +2%
ST
1103
Smithfield Trust
Pennsylvania
$268K -$3.48K -110 -1%
BHWM
1104
Bar Harbor Wealth Management
New Hampshire
$267K -$7.89K -250 -3%
BA
1105
Bristlecone Advisors
Washington
$266K +$266K +8,430 New
SRC
1106
Sage Rhino Capital
California
$265K – – –
Pacer Advisors
1107
Pacer Advisors
Pennsylvania
$264K -$22M -696,830 -99%
BWCS
1108
Beirne Wealth Consulting Services
Connecticut
$264K -$803K -25,410 -75%
MA
1109
MUFG Americas
New York
$263K – – –
CA
1110
Calton & Associates
Florida
$261K +$261K +8,250 New
MG
1111
Mather Group
Illinois
$260K +$260K +8,240 New
LWCFA
1112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$259K – – –
PEA
1113
Pacific Edge Advisors
California
$259K +$259K +8,190 New
GCA
1114
Gradient Capital Advisors
California
$258K -$6.01K -190 -2%
RPWA
1115
Regent Peak Wealth Advisors
Georgia
$258K +$258K +8,180 New
FMWA
1116
Forvis Mazars Wealth Advisors
Missouri
$257K +$257K +8,120 New
Fiera Capital (Canada)
1117
Fiera Capital (Canada)
Quebec, Canada
$256K +$256K +8,090 New
IBOK
1118
Independence Bank of Kentucky
Kentucky
$254K – – –
NRS
1119
Neville Rodie & Shaw
New York
$253K – – –
VW
1120
Vantage Wealth
California
$253K – – –
CBTWT
1121
Community Bank & Trust (Waco, Texas)
Texas
$250K +$3.16K +100 +1%
WB
1122
Webster Bank
Connecticut
$249K -$32K -1,010 -11%
BJL
1123
Brighton Jones LLC
Washington
$249K -$28.4K -900 -10%
NFG
1124
Nations Financial Group
Iowa
$249K +$249K +7,870 New
SIC
1125
Sigma Investment Counselors
Michigan
$248K -$126K -3,990 -34%
43 44
45
46 47