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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 %
BHWM
1301
Bay Harbor Wealth Management
Maryland
$10K – – –
TC
1302
Trust Company
Kansas
$10K – – –
TL
1303
TrueWealth LLC
Georgia
$10K +$10K +310 New
WCM
1304
Wealthcare Capital Management
Virginia
$10K +$10K +320 New
Kayne Anderson Rudnick Investment Management
1305
Kayne Anderson Rudnick Investment Management
California
$9K – – –
NG
1306
NWK Group
California
$9K +$9K +270 New
TI
1307
tru Independence
Oregon
$9K +$9K +400 New
AP
1308
Atwood & Palmer
Missouri
$8K – – –
CMBA
1309
C.M. Bidwell & Associates
Hawaii
$8K – – –
PW
1310
Price Wealth
Texas
$8K +$4.31K +140 +117%
LWM
1311
Lionsbridge Wealth Management
Florida
$8K +$8K +260 New
CHA
1312
Carmichael Hill & Associates
Maryland
$8K +$8K +260 New
HI
1313
Hudock Inc
Pennsylvania
$7K – – –
SIS
1314
Sound Income Strategies
Florida
$7K +$636 +20 +10%
TIM
1315
Tortoise Investment Management
New York
$6K – – –
PA
1316
PSI Advisors
Florida
$6K +$6K +190 New
WLPWM
1317
Walled Lake Planning & Wealth Management
Illinois
$6K +$6K +190 New
BC
1318
Belmont Capital
California
$6K +$6K +190 New
PGAM
1319
Princeton Global Asset Management
New Jersey
$5.29K +$774 +24,480 +17%
LFG
1320
Larson Financial Group
Missouri
$5K +$5K +150 New
CA
1321
CXI Advisors
Indiana
$5K +$5K +160 New
AWM
1322
Atticus Wealth Management
Florida
$5K +$5K +170 New
CAC
1323
Certified Advisory Corp
Florida
$4K – – –
APC
1324
Aspire Private Capital
North Carolina
$4K – – –
LFA
1325
Lighthouse Financial Advisors
Maryland
$4K +$4K +150 New
51 52
53
54 55