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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
EWA
1201
Evolution Wealth Advisors
Florida
$137K +$111K +3,650 +529%
BWM
1202
Baystate Wealth Management
Massachusetts
$133K +$2.13K +70 +2%
EIM
1203
Essex Investment Management
Massachusetts
$131K +$126K +4,150 New
FANJ
1204
Financial Architects (New Jersey)
New Jersey
$128K
SCM
1205
Silvant Capital Management
Georgia
$128K
TWA
1206
TCI Wealth Advisors
Arizona
$128K +$31.6K +1,040 +34%
PVH
1207
Psagot Value Holdings
Israel
$125K
SSB
1208
Sandy Spring Bank
Maryland
$123K -$6.98K -230 -6%
VCM
1209
Vigilant Capital Management
Maine
$121K +$75.9K +2,500 +189%
PFBT
1210
Parkside Financial Bank & Trust
Missouri
$113K +$7.89K +260 +8%
SWA
1211
Sutton Wealth Advisors
Florida
$112K
LWA
1212
Lenox Wealth Advisors
New York
$110K
GFPC
1213
Global Financial Private Client
Florida
$108K +$104K +3,410 New
KPCM
1214
Kings Point Capital Management
New York
$107K +$61.6K +2,030 +150%
WFMPM
1215
Woodley Farra Manion Portfolio Management
Indiana
$105K +$100K +3,310 New
IUHSA
1216
Itau Unibanco Holding S.A.
Brazil
$105K +$101K +3,330 New
RWA
1217
Ropes Wealth Advisors
Massachusetts
$103K -$228K -7,500 -70%
JFA
1218
Johanson Financial Advisors
California
$101K +$9.65M +317,850 New
MUS
1219
Mitsubishi UFJ Securities
Japan
$98K
CCA
1220
Catalyst Capital Advisors
New York
$95K
EFSCE
1221
Enterprise Financial Services Corp (EFSC)
Missouri
$95K +$2.13K +70 +2%
EWM
1222
EPG Wealth Management
Georgia
$95K +$90.8K +2,990 New
BCM
1223
Blume Capital Management
California
$94K
GWS
1224
Glassman Wealth Services
Virginia
$90K +$3.04K +100 +4%
CDIA
1225
Capital Directions Investment Advisors
Georgia
$89K +$85.9K +2,830 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.