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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
FWM
1251
FSA Wealth Management
Massachusetts
$47K +$45.5K +1,500 New
PCTC
1252
Perkins Coie Trust Company
Washington
$45K
CI
1253
CX Institutional
Indiana
$43K -$607 -20 -1%
GAM
1254
Gemmer Asset Management
California
$43K
LB
1255
Legacy Bridge
Iowa
$41K +$39.5K +1,300 New
EIP
1256
Ellis Investment Partners
Pennsylvania
$40K +$304 +10 +0.8%
TCWM
1257
Total Clarity Wealth Management
Illinois
$39K +$37.6K +1,240 New
GCM
1258
Gladius Capital Management
Illinois
$38K -$580K -19,100 -94%
FFC
1259
First Financial Corp
Indiana
$38K
PMFA
1260
Plante Moran Financial Advisors
Michigan
$37K +$9.72K +320 +38%
WAP
1261
Wealthcare Advisory Partners
Pennsylvania
$35K
SIM
1262
Sonora Investment Management
Arizona
$34K +$25.8K +850 +354%
VCP
1263
Verus Capital Partners
Arizona
$34K +$32.2K +1,060 New
AWMS
1264
Advocacy Wealth Management Services
Georgia
$33K -$1.52K -50 -5%
POIA
1265
Pin Oak Investment Advisors
Texas
$33K
GWMIA
1266
Global Wealth Management Investment Advisory
Florida
$32K -$3.04K -100 -9%
MAM
1267
Marquette Asset Management
Minnesota
$32K
NSIM
1268
North Star Investment Management
Illinois
$32K +$607 +20 +2%
PO
1269
Private Ocean
California
$32K +$28.5K +940 +1,567%
ICM
1270
Islay Capital Management
Texas
$32K +$30.4K +1,000 New
PCA
1271
Peddock Capital Advisors
Massachusetts
$32K +$30.4K +1,000 New
RE
1272
RBC Europe
United Kingdom
$31.6K
SIAP
1273
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K +$30.4K +1,000 New
MPWT
1274
MassMutual Private Wealth & Trust
Connecticut
$29K +$8.5K +280 +43%
LWM
1275
Liberty Wealth Management
California
$28K -$5.77K -190 -18%

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.