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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
CAG
1151
Crestwood Advisors Group
Massachusetts
$220K +$212K +6,970 New
ACM
1152
Allred Capital Management
Texas
$219K -$103K -3,390 -33%
First Manhattan
1153
First Manhattan
New York
$217K
PCS
1154
Personal CFO Solutions
New Jersey
$216K -$480K -15,810 -70%
PG
1155
Patten Group
Tennessee
$216K +$208K +6,840 New
VF
1156
Virtu Financial
New York
$215K -$1.29M -42,330 -86%
CFG
1157
Citizens Financial Group
Rhode Island
$215K +$98.4K +3,240 +91%
IIC
1158
Ironwood Investment Counsel
Arizona
$213K +$206K +6,770 New
MFG
1159
Menard Financial Group
Texas
$212K +$204K +6,710 New
WQ
1160
Wealth Quarterback
New Jersey
$211K +$973K +32,050 New
IWA
1161
Intercontinental Wealth Advisors
Texas
$210K -$117K -3,840 -37%
HPWM
1162
Highland Private Wealth Management
Washington
$209K +$201K +6,610 New
NCM
1163
Noesis Capital Mangement
Florida
$208K +$199K +6,570 New
LRIA
1164
Leonard Rickey Investment Advisors
Washington
$207K +$199K +6,540 New
EWM
1165
Evermay Wealth Management
Virginia
$207K +$199K +6,550 New
SNT
1166
Security National Trust
West Virginia
$206K
HFG
1167
Heron Financial Group
New York
$206K +$195K +6,420 New
IFAM
1168
Institutional & Family Asset Management
Colorado
$205K -$5.16K -170 -3%
GKWIM
1169
Gerber Kawasaki Wealth & Investment Management
California
$205K +$197K +6,500 New
PFA
1170
Pathway Financial Advisors
Vermont
$204K
PV
1171
Private Vista
Illinois
$204K +$196K +6,440 New
HHGA
1172
Halbert Hargrove Global Advisors
California
$202K +$194K +6,390 New
LWM
1173
Laidlaw Wealth Management
New York
$201K +$193K +6,370 New
GAM
1174
Grandview Asset Management
Pennsylvania
$200K +$188K +6,200 New
LC
1175
Lindbrook Capital
California
$199K +$304 +10 +0.2%

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.