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Broadcom
AVGO

Overview Fund Activity

1,347 hedge funds and large institutions have $105B invested in Broadcom in 2019 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 568 increasing their positions, 441 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+118
Holders Change %
+9.6%
% of All Funds
26.6%
Holding in Top 10
64
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+52.38%
% of All Funds
1.26%
New
203
Increased
568
Reduced
441
Closed
68
Calls
$1.89B
Puts
$3.28B
Net Calls
-$1.39B
Net Calls Change
-$344M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$9.34B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.38B
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$333M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$603M
5
GQG Partners
5
GQG Partners
Florida
$136M

Top Sellers

1
Invesco
1
Invesco
Georgia
$905M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$766M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$792M
4
BlackRock
4
BlackRock
New York
$7.89B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
1201
TCI Wealth Advisors
Arizona
$128K +$32.8K +1,040 +34%
PVH
1202
Psagot Value Holdings
Israel
$125K – – –
SSB
1203
Sandy Spring Bank
Maryland
$123K -$7.22K -230 -6%
VCM
1204
Vigilant Capital Management
Maine
$121K +$79.2K +2,500 +189%
PFBT
1205
Parkside Financial Bank & Trust
Missouri
$113K +$8.21K +260 +8%
SWA
1206
Sutton Wealth Advisors
Florida
$112K – – –
LWA
1207
Lenox Wealth Advisors
New York
$110K – – –
GFPC
1208
Global Financial Private Client
Florida
$108K +$108K +3,410 New
KPCM
1209
Kings Point Capital Management
New York
$107K +$64.3K +2,030 +150%
WFMPM
1210
Woodley Farra Manion Portfolio Management
Indiana
$105K +$105K +3,310 New
IUHSA
1211
Itau Unibanco Holding S.A.
Brazil
$105K +$105K +3,330 New
RWA
1212
Ropes Wealth Advisors
Massachusetts
$103K -$238K -7,500 -70%
JFA
1213
Johanson Financial Advisors
California
$101K +$101K +317,850 New
MUS
1214
Mitsubishi UFJ Securities
Japan
$98K – – –
CCA
1215
Catalyst Capital Advisors
New York
$95K – – –
EFSCE
1216
Enterprise Financial Services Corp (EFSC)
Missouri
$95K +$2.21K +70 +2%
EWM
1217
EPG Wealth Management
Georgia
$95K +$95K +2,990 New
BCM
1218
Blume Capital Management
California
$94K – – –
GWS
1219
Glassman Wealth Services
Virginia
$90K +$3.16K +100 +4%
CDIA
1220
Capital Directions Investment Advisors
Georgia
$89K +$89K +2,830 New
FGAM
1221
Financial Gravity Asset Management
Texas
$88K -$65.9K -2,090 -43%
FCB
1222
First Command Bank
Texas
$82K -$14.9K -470 -15%
FCFS
1223
First Command Financial Services
Texas
$82K -$14.9K -470 -15%
SQA
1224
Simon Quick Advisors
New Jersey
$78K -$6K -190 -7%
FBT
1225
First Bank & Trust
South Dakota
$77K +$314 +10 +0.4%
47 48
49
50 51