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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
FGAM
1226
Financial Gravity Asset Management
Texas
$88K -$63.5K -2,090 -43%
FCB
1227
First Command Bank
Texas
$82K -$14.3K -470 -15%
FCFS
1228
First Command Financial Services
Texas
$82K -$14.3K -470 -15%
SQA
1229
Simon Quick Advisors
New Jersey
$78K -$5.77K -190 -7%
FBT
1230
First Bank & Trust
South Dakota
$77K +$304 +10 +0.4%
AF
1231
Allworth Financial
California
$75K +$911 +30 +1%
AWA
1232
Arkadios Wealth Advisors
Georgia
$74.6K +$69.8K +2,300 New
SLF
1233
Sun Life Financial
Ontario, Canada
$74K -$27.6K -910 -28%
SIAS
1234
Shine Investment Advisory Services
Colorado
$71K -$4.86K -160 -7%
JFGIW
1235
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K +$1.21K +40 +2%
MF
1236
Manchester Financial
California
$68K +$65.3K +2,150 New
SL
1237
Savior LLC
Massachusetts
$68K +$65.3K +2,150 New
JCM
1238
Jacobi Capital Management
Pennsylvania
$67K +$7.29K +240 +13%
TFO
1239
Tarbox Family Office
California
$64K -$3.04K -100 -5%
EARNEST Partners
1240
EARNEST Partners
Georgia
$64K
CAM
1241
Close Asset Management
United Kingdom
$63K
TC
1242
TownSquare Capital
Utah
$61K -$179K -5,890 -75%
RFA
1243
Reilly Financial Advisors
California
$61K -$19.4K -640 -25%
SIC
1244
Salem Investment Counselors
North Carolina
$61K -$11.5K -380 -16%
TCM
1245
TD Capital Management
Tennessee
$61K
AA
1246
AlphaMark Advisors
Kentucky
$60K -$12.1K -400 -17%
CCA
1247
Column Capital Advisors
Indiana
$60K +$58.3K +1,920 New
HWA
1248
Heritage Wealth Advisors
Virginia
$57.2K +$3.64K +120 +7%
CFFP
1249
Center for Financial Planning
Michigan
$53K +$50.7K +1,670 New
TF
1250
TimeScale Financial
Massachusetts
$52K

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.