AVGO icon

Broadcom
AVGO

Overview Fund Activity

1,290 hedge funds and large institutions have $78.3B invested in Broadcom in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 588 increasing their positions, 474 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
-57
Holders Change %
-4.23%
% of All Funds
28.5%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
1.19%
New
135
Increased
588
Reduced
474
Closed
176
Calls
$1.36B
Puts
$1.99B
Net Calls
-$627M
Net Calls Change
+$761M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$551M
3
CS
Credit Suisse
Switzerland
+$252M
4
Bank of America
Bank of America
North Carolina
+$209M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$209M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.25B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$390M
3
Jennison Associates
Jennison Associates
New York
-$257M
4
Invesco
Invesco
Georgia
-$250M
5
DZ Bank
DZ Bank
Germany
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1251
Lowe Wealth Advisors
Maryland
$7K -$966 -40 -12%
Kayne Anderson Rudnick Investment Management
1252
Kayne Anderson Rudnick Investment Management
California
$7K – – –
TL
1253
TrueWealth LLC
Georgia
$7K – – –
SFA
1254
Semmax Financial Advisors
North Carolina
$6K -$2.64K -110 -31%
CHA
1255
Carmichael Hill & Associates
Maryland
$6K – – –
NG
1256
NWK Group
California
$6K – – –
CWP
1257
CFM Wealth Partners
Texas
$6K +$6K +260 New
LAS
1258
Lloyd Advisory Services
Georgia
$5K -$2.17K -100 -30%
BC
1259
Belmont Capital
California
$5K – – –
SIS
1260
Sound Income Strategies
Florida
$5K – – –
WLPWM
1261
Walled Lake Planning & Wealth Management
Illinois
$5K – – –
CAN
1262
Claraphi Advisory Network
United States
$5K +$5K +220 New
NL
1263
NVWM LLC
Pennsylvania
$4K -$305K -11,420 -99%
TF
1264
TimeScale Financial
Massachusetts
$4K -$35.3K -1,500 -90%
BWA
1265
BDO Wealth Advisors
Florida
$4K -$5.6K -210 -58%
AWM
1266
Atticus Wealth Management
Florida
$4K – – –
EWA
1267
Evolution Wealth Advisors
Florida
$3K -$97.2K -4,210 -97%
EI
1268
Ellevest Inc
New York
$3K -$4.5K -210 -60%
CAC
1269
Certified Advisory Corp
Florida
$3K – – –
RBC
1270
Roble Belko & Company
Pennsylvania
$3K – – –
BFC
1271
Bedel Financial Consulting
Indiana
$3K +$1.29K +60 +75%
KFS
1272
Kelly Financial Services
Massachusetts
$2.72K – – –
OAM
1273
Optimal Asset Management
California
$2.29K +$381 +16,070 +20%
JWM
1274
Janiczek Wealth Management
Colorado
$2K – – –
WAMC
1275
Western Asset Management Company
California
$2K +$2K +50 New
49 50
51
52 53