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Broadcom
AVGO

Overview Fund Activity

1,745 hedge funds and large institutions have $162B invested in Broadcom in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 837 increasing their positions, 559 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
+32
Holders Change %
+1.87%
% of All Funds
30.65%
Holding in Top 10
86
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.69%
% of All Funds
1.51%
New
130
Increased
837
Reduced
559
Closed
76
Calls
$2.8B
Puts
$4.87B
Net Calls
-$2.07B
Net Calls Change
-$504M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$407M
2
Goldman Sachs
Goldman Sachs
New York
+$257M
3
Bank of America
Bank of America
North Carolina
+$229M
4
Morgan Stanley
Morgan Stanley
New York
+$212M
5
CA
Capitolis Advisors
New York
+$211M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$501M
2
Capital World Investors
Capital World Investors
California
-$358M
3
Franklin Resources
Franklin Resources
California
-$330M
4
CBT
Capital Bank & Trust
California
-$233M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1176
Covenant Asset Management
New Jersey
$661K +$15.5K +320 +2%
SFSG
1177
Sound Financial Strategies Group
Mississippi
$661K +$20.4K +420 +3%
CFA
1178
Camarda Financial Advisors
Florida
$660K -$180K -3,700 -21%
TWI
1179
Thomas White International
Illinois
$660K – – –
Cohen & Steers
1180
Cohen & Steers
New York
$659K -$52.9K -1,090 -7%
HIM
1181
Harbour Investment Management
Washington
$653K -$4.36K -90 -0.7%
FPS
1182
Fieldpoint Private Securities
Connecticut
$653K -$1.94K -40 -0.3%
NF
1183
Nikulski Financial
Iowa
$651K – – –
TC
1184
Telemus Capital
Michigan
$650K -$13.6K -280 -2%
HIM
1185
Hillsdale Investment Management
Ontario, Canada
$649K -$33.9K -700 -5%
TCM
1186
Traynor Capital Management
Pennsylvania
$647K +$37.3K +770 +6%
OWP
1187
Obermeyer Wealth Partners
Colorado
$646K – – –
MPCG
1188
Matrix Private Capital Group
New York
$646K +$7.27K +150 +1%
MCA
1189
Magnolia Capital Advisors
Mississippi
$644K +$59.2K +1,220 +10%
GKWIM
1190
Gerber Kawasaki Wealth & Investment Management
California
$642K -$9.69K -200 -1%
SC
1191
Savant Capital
Illinois
$640K +$29.1K +600 +5%
NW
1192
NewEdge Wealth
Pennsylvania
$638K +$970 +20 +0.2%
HCM
1193
Hollencrest Capital Management
California
$637K -$5.33K -110 -0.8%
LWM
1194
Lyell Wealth Management
California
$636K – – –
CFG
1195
Cooper Financial Group
California
$634K +$28.6K +590 +5%
C
1196
Certuity
Florida
$631K +$86.5K +1,780 +16%
BP
1197
BBR Partners
New York
$630K -$339K -7,000 -35%
WSC
1198
Wellington Shields & Co
New York
$630K – – –
BFO
1199
Biltmore Family Office
North Carolina
$627K – – –
BAS
1200
Brown Advisory Securities
Maryland
$623K -$698K -14,410 -53%
46 47
48
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