We are live on ! Find out more
AVGO icon

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
BCA
1176
Berman Capital Advisors
Georgia
$191K
FA
1177
Fortis Advisors
Pennsylvania
$190K
SBSB
1178
Sullivan, Bruyette, Speros & Blaney
Virginia
$187K -$7.89K -260 -4%
CAL
1179
Capital Analysts LLC
Pennsylvania
$185K +$22.2K +730 +14%
AAP
1180
Arax Advisory Partners
Colorado
$183K +$8.2K +270 +5%
TCOV
1181
Trust Company of Vermont
Vermont
$181K +$64.7K +2,130 +59%
FPS
1182
Fieldpoint Private Securities
Connecticut
$179K -$14.9K -490 -8%
FIB
1183
First Interstate Bank
Montana
$177K
PWMG
1184
Prestige Wealth Management Group
New Jersey
$172K +$16.1K +530 +11%
BL
1185
Balentine LLC
Georgia
$172K +$94.4K +3,110 +133%
SIC
1186
Samalin Investment Counsel
New York
$171K +$165K +5,440 New
PA
1187
Procyon Advisors
Connecticut
$167K +$160K +5,270 New
QAM
1188
QCI Asset Management
New York
$162K
1W
1189
1776 Wealth
Georgia
$158K +$152K +5,000 New
CIA
1190
CSat Investment Advisory
Michigan
$156K +$20.3K +670 +16%
CBT
1191
Central Bank & Trust
Kentucky
$155K -$26.4K -870 -15%
SCA
1192
Stonebridge Capital Advisors
Minnesota
$155K +$30.1K +990 +25%
OC
1193
Oakworth Capital
Alabama
$151K +$102K +3,370 +223%
CF
1194
Centaurus Financial
California
$151K +$145K +4,780 New
LPIC
1195
LeJeune Puetz Investment Counsel
Michigan
$143K
CFGS
1196
Concourse Financial Group Securities
Alabama
$142K +$69.8K +2,300 +105%
ZB
1197
Zions Bancorporation
Utah
$141K -$8.5K -280 -6%
AWM
1198
AllSquare Wealth Management
New York
$140K
RIA
1199
Realta Investment Advisors
Delaware
$139K +$8.8K +290 +7%
AP
1200
Americana Partners
Texas
$138K +$133K +4,370 New

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.