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

Top Sellers

1
Invesco
1
Invesco
Georgia
$905M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$766M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$792M
4
BlackRock
4
BlackRock
New York
$7.89B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
1151
Virtu Financial
New York
$215K -$1.34M -42,330 -86%
CFG
1152
Citizens Financial Group
Rhode Island
$215K +$102K +3,240 +91%
IIC
1153
Ironwood Investment Counsel
Arizona
$213K +$213K +6,770 New
MFG
1154
Menard Financial Group
Texas
$212K +$212K +6,710 New
WQ
1155
Wealth Quarterback
New Jersey
$211K +$211K +32,050 New
IWA
1156
Intercontinental Wealth Advisors
Texas
$210K -$122K -3,840 -37%
HPWM
1157
Highland Private Wealth Management
Washington
$209K +$209K +6,610 New
NCM
1158
Noesis Capital Mangement
Florida
$208K +$208K +6,570 New
LRIA
1159
Leonard Rickey Investment Advisors
Washington
$207K +$207K +6,540 New
EWM
1160
Evermay Wealth Management
Virginia
$207K +$207K +6,550 New
SNT
1161
Security National Trust
West Virginia
$206K – – –
HFG
1162
Heron Financial Group
New York
$206K +$206K +6,420 New
IFAM
1163
Institutional & Family Asset Management
Colorado
$205K -$5.38K -170 -3%
GKWIM
1164
Gerber Kawasaki Wealth & Investment Management
California
$205K +$205K +6,500 New
PFA
1165
Pathway Financial Advisors
Vermont
$204K – – –
PV
1166
Private Vista
Illinois
$204K +$204K +6,440 New
HHGA
1167
Halbert Hargrove Global Advisors
California
$202K +$202K +6,390 New
LWM
1168
Laidlaw Wealth Management
New York
$201K +$201K +6,370 New
GAM
1169
Grandview Asset Management
Pennsylvania
$200K +$200K +6,200 New
LC
1170
Lindbrook Capital
California
$199K +$316 +10 +0.2%
BCA
1171
Berman Capital Advisors
Georgia
$191K – – –
FA
1172
Fortis Advisors
Pennsylvania
$190K – – –
SBSB
1173
Sullivan, Bruyette, Speros & Blaney
Virginia
$187K -$8.21K -260 -4%
CAL
1174
Capital Analysts LLC
Pennsylvania
$185K +$23.1K +730 +14%
AAP
1175
Arax Advisory Partners
Colorado
$183K +$8.53K +270 +5%
45 46
47
48 49