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Broadcom
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Overview Fund Activity

2,012 hedge funds and large institutions have $221B invested in Broadcom in 2021 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 803 increasing their positions, 624 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+267
Holders Change %
+15.3%
% of All Funds
31.07%
Holding in Top 10
165
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+91.86%
% of All Funds
2.55%
New
371
Increased
803
Reduced
624
Closed
72
Calls
$3.89B
Puts
$8.25B
Net Calls
-$4.36B
Net Calls Change
-$2.29B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$690M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$563M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$498M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$416M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.07B
2
Capital International Investors
Capital International Investors
California
-$1.55B
3
Bank of America
Bank of America
North Carolina
-$527M
4
Capital World Investors
Capital World Investors
California
-$401M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
1151
E&G Advisors
Texas
$1.21M -$33.3K -500 -3%
RMDI
1152
R.M. Davis Inc
Maine
$1.21M +$42.6K +640 +4%
KFI
1153
Key Financial Inc
Pennsylvania
$1.21M – – –
CPM
1154
Connective Portfolio Management
New York
$1.2M +$1.2M +18,000 New
CWP
1155
Concord Wealth Partners
Virginia
$1.2M +$891K +13,380 +292%
TFA
1156
Toth Financial Advisory
Virginia
$1.19M +$632K +9,500 +114%
SF
1157
Symphony Financial
Texas
$1.18M +$364K +5,480 +44%
QCM
1158
Quest Capital Management
Texas
$1.18M -$665 -10 -0.1%
FCM
1159
Fourpath Capital Management
Oklahoma
$1.18M +$1.18M +17,730 New
GA
1160
Geller Advisors
New York
$1.18M +$5.32K +80 +0.5%
BDF
1161
Balasa Dinverno & Foltz
$1.17M +$52.5K +790 +5%
SFA
1162
Sequoia Financial Advisors
Ohio
$1.16M +$1.16M +17,450 New
PI
1163
Putnam Investments
Massachusetts
$1.16M -$665 -10 -0.1%
AC
1164
Abbrea Capital
California
$1.16M +$180K +2,710 +18%
FCM
1165
Fortis Capital Management
Washington
$1.15M +$57.2K +860 +5%
OR
1166
Olympiad Research
Connecticut
$1.15M +$405K +6,080 +55%
PWPS
1167
Pinnacle Wealth Planning Services
Ohio
$1.14M +$35.3K +530 +3%
ALAM
1168
Asahi Life Asset Management
Japan
$1.14M -$110K -1,650 -9%
LWCFA
1169
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.14M -$4.66K -70 -0.4%
CBTWT
1170
Community Bank & Trust (Waco, Texas)
Texas
$1.14M +$142K +2,140 +14%
HT
1171
Heritage Trust
Oklahoma
$1.14M +$357K +5,360 +46%
MCWA
1172
Meadow Creek Wealth Advisors
Georgia
$1.13M +$1.13M +17,010 New
CA
1173
Claro Advisors
Massachusetts
$1.13M -$16.6K -250 -1%
IFAM
1174
Institutional & Family Asset Management
Colorado
$1.12M -$313K -4,710 -22%
B
1175
Bailard
California
$1.11M +$264K +3,960 +31%
45 46
47
48 49