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Broadcom
AVGO

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 %
BFA
1201
Beaumont Financial Advisors
Massachusetts
$1.03M -$204K -3,070 -17%
FPCG
1202
Fort Pitt Capital Group
Pennsylvania
$1.03M +$528K +7,940 +106%
FWP
1203
FAS Wealth Partners
Kansas
$1.02M +$210K +3,150 +26%
BA
1204
Bridgewater Associates
Connecticut
$1.02M +$1.02M +15,390 New
JE
1205
JMAC Enterprises
Pennsylvania
$1.01M +$1.01M +16,820 New
EGM
1206
Engineers Gate Manager
New York
$1.01M +$508K +7,640 +102%
LJCM
1207
Lee Johnson Capital Management
Texas
$1.01M +$1.01M +15,100 New
WSC
1208
Wellington Shields & Co
New York
$998K +$133K +2,000 +15%
RCA
1209
Roberts Capital Advisors
Colorado
$998K +$998K +15,000 New
WFI
1210
West Family Investments
California
$995K -$88.5K -1,330 -8%
BWP
1211
BSW Wealth Partners
Colorado
$994K +$183K +2,750 +23%
NA
1212
Navellier & Associates
Nevada
$992K -$7.32K -110 -0.7%
LHC
1213
Little House Capital
Massachusetts
$992K +$32.6K +490 +3%
MBT
1214
Montecito Bank & Trust
California
$992K +$73.2K +1,100 +8%
PFS
1215
Physicians Financial Services
North Carolina
$991K -$26.6K -400 -3%
GWM
1216
Greenwich Wealth Management
Connecticut
$991K +$2K +30 +0.2%
SW
1217
StrongBox Wealth
Missouri
$976K +$2.66K +40 +0.3%
TA
1218
Tectonic Advisors
Texas
$976K +$376K +5,650 +63%
ANTB
1219
AMG National Trust Bank
Colorado
$973K – – –
GKWIM
1220
Gerber Kawasaki Wealth & Investment Management
California
$972K +$91.1K +1,370 +10%
CWC
1221
Carolinas Wealth Consulting
North Carolina
$970K +$44.6K +670 +5%
JWCA
1222
J.W. Coons Advisors
Ohio
$969K -$79.9K -1,200 -8%
EF
1223
Empowered Funds
Pennsylvania
$966K +$154K +2,310 +19%
FPCP
1224
Fort Point Capital Partners
California
$964K -$63.2K -950 -6%
BFM
1225
Boston Financial Management
Massachusetts
$964K +$28K +420 +3%
47 48
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