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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
LWA
1301
Lowe Wealth Advisors
Maryland
$11K
PK
1302
Pflug Koory
Nebraska
$11K
EI
1303
Ellevest Inc
New York
$11K +$6.98K +230 +192%
LAS
1304
Lloyd Advisory Services
Georgia
$11K +$10K +330 New
BWA
1305
BDO Wealth Advisors
Florida
$11K +$10.9K +360 New
BHWM
1306
Bay Harbor Wealth Management
Maryland
$10K
TC
1307
Trust Company
Kansas
$10K
TL
1308
TrueWealth LLC
Georgia
$10K +$9.41K +310 New
WCM
1309
Wealthcare Capital Management
Virginia
$10K +$9.72K +320 New
RWML
1310
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$9.48K
Kayne Anderson Rudnick Investment Management
1311
Kayne Anderson Rudnick Investment Management
California
$9K
NG
1312
NWK Group
California
$9K +$8.2K +270 New
TI
1313
tru Independence
Oregon
$9K +$12.1K +400 New
AP
1314
Atwood & Palmer
Missouri
$8K
CMBA
1315
C.M. Bidwell & Associates
Hawaii
$8K
PW
1316
Price Wealth
Texas
$8K +$4.25K +140 +117%
CHA
1317
Carmichael Hill & Associates
Maryland
$8K +$7.89K +260 New
LWM
1318
Lionsbridge Wealth Management
Florida
$8K +$7.89K +260 New
HI
1319
Hudock Inc
Pennsylvania
$7K
SIS
1320
Sound Income Strategies
Florida
$7K +$607 +20 +10%
TIM
1321
Tortoise Investment Management
New York
$6K
BC
1322
Belmont Capital
California
$6K +$5.77K +190 New
PA
1323
PSI Advisors
Florida
$6K +$5.77K +190 New
WLPWM
1324
Walled Lake Planning & Wealth Management
Illinois
$6K +$5.77K +190 New
PGAM
1325
Princeton Global Asset Management
New Jersey
$5.29K +$743K +24,480 +17%

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.