AVGO icon

Broadcom
AVGO

Overview Fund Activity

1,379 hedge funds and large institutions have $105B invested in Broadcom in 2020 Q2 according to their latest regulatory filings, with 179 funds opening new positions, 573 increasing their positions, 504 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+89
Holders Change %
+6.9%
% of All Funds
28.35%
Holding in Top 10
65
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20.37%
% of All Funds
1.34%
New
179
Increased
573
Reduced
504
Closed
78
Calls
$1.76B
Puts
$2.63B
Net Calls
-$867M
Net Calls Change
-$239M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$866M
2
BlackRock
BlackRock
New York
+$232M
3
Morgan Stanley
Morgan Stanley
New York
+$225M
4
Capital World Investors
Capital World Investors
California
+$219M
5
Capital International Investors
Capital International Investors
California
+$192M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$434M
2
Ameriprise
Ameriprise
Minnesota
-$194M
3
MSE
MUFG Securities EMEA
United Kingdom
-$153M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$139M
5
UBS AM
UBS AM
Illinois
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
1126
Smithfield Trust
Pennsylvania
$301K +$113K +3,570 +60%
VCM
1127
Virtue Capital Management
Tennessee
$299K +$299K +9,460 New
CBTWT
1128
Community Bank & Trust (Waco, Texas)
Texas
$299K +$299K +9,480 New
BHWM
1129
Bar Harbor Wealth Management
New Hampshire
$296K -$15.2K -480 -5%
SRC
1130
Sage Rhino Capital
California
$296K -$948 -30 -0.3%
AWM
1131
Avior Wealth Management
Nebraska
$292K -$9.44K -300 -3%
BFO
1132
Biltmore Family Office
North Carolina
$292K – – –
AC
1133
Avestar Capital
New York
$292K +$292K +9,260 New
SFA
1134
Sequoia Financial Advisors
Ohio
$291K +$6.94K +220 +2%
DBG
1135
De Burlo Group
Massachusetts
$285K – – –
SBIA
1136
Sheaff Brock Investment Advisors
Indiana
$281K -$282K -8,950 -50%
WCM
1137
Wedge Capital Management
North Carolina
$281K -$631 -20 -0.2%
YWP
1138
YorkBridge Wealth Partners
New York
$280K +$280K +8,870 New
MOS
1139
MGO One Seven
Ohio
$279K -$26.2K -830 -9%
BCA
1140
Berman Capital Advisors
Georgia
$278K +$85.4K +2,710 +44%
IWA
1141
Intercontinental Wealth Advisors
Texas
$277K -$56.7K -1,800 -17%
IIC
1142
Integrated Investment Consultants
Michigan
$276K +$276K +8,730 New
MG
1143
Mather Group
Illinois
$274K +$274K +8,690 New
CPC
1144
Consolidated Planning Corp
Georgia
$273K – – –
SBSB
1145
Sullivan, Bruyette, Speros & Blaney
Virginia
$272K – – –
KF
1146
Krilogy Financial
Missouri
$271K +$271K +8,580 New
FWM
1147
Fairhaven Wealth Management
Illinois
$271K +$271K +8,600 New
LWMM
1148
Legacy Wealth Management (Mississippi)
Mississippi
$270K – – –
PPW
1149
Parcion Private Wealth
Washington
$269K +$269K +8,430 New
WPW
1150
Waldron Private Wealth
Pennsylvania
$268K -$28.3K -900 -10%
44 45
46
47 48