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Broadcom
AVGO

Overview Fund Activity

1,290 hedge funds and large institutions have $78.3B invested in Broadcom in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 588 increasing their positions, 474 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
-57
Holders Change %
-4.23%
% of All Funds
28.5%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
1.19%
New
135
Increased
588
Reduced
474
Closed
176
Calls
$1.36B
Puts
$1.99B
Net Calls
-$627M
Net Calls Change
+$761M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$551M
3
CS
Credit Suisse
Switzerland
+$252M
4
Bank of America
Bank of America
North Carolina
+$209M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$209M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.25B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$390M
3
Jennison Associates
Jennison Associates
New York
-$257M
4
Invesco
Invesco
Georgia
-$250M
5
DZ Bank
DZ Bank
Germany
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
1101
CAZ Investments
Texas
$213K +$213K +9,000 New
PFG
1102
PAX Financial Group
Texas
$212K +$212K +7,990 New
LJAC
1103
L.J. Altfest & Co
New York
$212K +$212K +8,930 New
OPS
1104
Orion Portfolio Solutions
Nebraska
$211K -$664K -28,020 -76%
WCM
1105
Wedge Capital Management
North Carolina
$211K +$9.7K +410 +5%
PWPS
1106
Pinnacle Wealth Planning Services
Ohio
$209K -$136K -5,770 -39%
BAM
1107
Blueshift Asset Management
New Jersey
$208K -$646K -27,280 -76%
AFM
1108
Andesa Financial Management
Pennsylvania
$208K -$116K -4,930 -36%
RC
1109
RegentAtlantic Capital
New Jersey
$208K -$1.9K -80 -0.9%
SGA
1110
Strategic Global Advisors
California
$207K -$3.28M -138,620 -94%
CPC
1111
Consolidated Planning Corp
Georgia
$206K – – –
JT
1112
Jump Trading
Illinois
$206K +$206K +8,700 New
IFWM
1113
Institute for Wealth Management
Colorado
$205K -$5.21K -220 -2%
TAM
1114
Trillium Asset Management
Massachusetts
$205K – – –
CA
1115
Calton & Associates
Florida
$204K +$8.3K +350 +4%
SBSB
1116
Sullivan, Bruyette, Speros & Blaney
Virginia
$204K +$63.9K +2,700 +46%
CA
1117
Clearstead Advisors
Ohio
$203K – – –
LWMM
1118
Legacy Wealth Management (Mississippi)
Mississippi
$202K – – –
WQ
1119
Wealth Quarterback
New Jersey
$193K -$560K -23,830 -74%
PWMG
1120
Prestige Wealth Management Group
New Jersey
$193K +$63.8K +2,690 +49%
LWCFA
1121
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K -$3.08K -130 -2%
IBOK
1122
Independence Bank of Kentucky
Kentucky
$191K – – –
BWP
1123
Baldwin Wealth Partners
Massachusetts
$181K – – –
SNT
1124
Security National Trust
West Virginia
$181K +$26.3K +1,110 +17%
CFGS
1125
Concourse Financial Group Securities
Alabama
$180K +$73.4K +3,090 +69%
43 44
45
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