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Broadcom
AVGO

Overview Fund Activity

1,441 hedge funds and large institutions have $121B invested in Broadcom in 2020 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 663 increasing their positions, 495 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
+62
Holders Change %
+4.5%
% of All Funds
29.15%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.5%
New
149
Increased
663
Reduced
495
Closed
75
Calls
$2.02B
Puts
$3.12B
Net Calls
-$1.11B
Net Calls Change
-$239M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$12B
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.4B
3
Allianz Asset Management
Allianz Asset Management
Germany
$624M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$626M
5
AllianceBernstein
AllianceBernstein
Tennessee
$371M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$666M
2
Capital International Investors
Capital International Investors
California
$12.5B
3
First Trust Advisors
First Trust Advisors
Illinois
$216M
4
BlackRock
BlackRock
New York
$9.39B
5
Macquarie Group
Macquarie Group
Australia
$730M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1301
AllSquare Wealth Management
New York
$161K – – –
SSB
1302
Sandy Spring Bank
Maryland
$160K +$15.4K +420 +11%
AWM
1303
Atticus Wealth Management
Florida
$148K +$137K +3,760 +1,253%
LWA
1304
Lenox Wealth Advisors
New York
$137K +$17.8K +490 +15%
SQA
1305
Simon Quick Advisors
New Jersey
$132K +$36.1K +990 +38%
LC
1306
Lindbrook Capital
California
$131K +$51.7K +1,420 +65%
EFSCE
1307
Enterprise Financial Services Corp (EFSC)
Missouri
$129K +$7.31K +200 +6%
SWA
1308
Sutton Wealth Advisors
Florida
$125K – – –
SAS
1309
Stelac Advisory Services
New York
$124K +$124K +3,410 New
GWS
1310
Glassman Wealth Services
Virginia
$117K +$1.83K +50 +2%
VAIA
1311
Virtus Alternative Investment Advisers
Connecticut
$117K +$10.2K +280 +10%
CCA
1312
Column Capital Advisors
Indiana
$113K +$30.2K +830 +36%
EW
1313
Evoke Wealth
California
$112K +$3.29K +90 +3%
RE
1314
RBC Europe
United Kingdom
$111K +$56.1K +1,540 +103%
BCM
1315
Blume Capital Management
California
$109K – – –
BWM
1316
Baystate Wealth Management
Massachusetts
$108K -$1.82K -50 -2%
FMP
1317
Financial Management Professionals
Texas
$107K +$12.4K +340 +13%
CWC
1318
Carolinas Wealth Consulting
North Carolina
$107K +$40.3K +1,110 +60%
RWA
1319
Ropes Wealth Advisors
Massachusetts
$106K -$6.21K -170 -6%
JCM
1320
Jacobi Capital Management
Pennsylvania
$106K +$2.19K +60 +2%
AF
1321
Allworth Financial
California
$104K – – –
SIAS
1322
Shine Investment Advisory Services
Colorado
$103K – – –
CDIA
1323
Capital Directions Investment Advisors
Georgia
$101K -$7.27K -200 -7%
CBT
1324
Central Bank & Trust
Kentucky
$100K -$11.6K -320 -10%
EWA
1325
Evolution Wealth Advisors
Florida
$98K +$77.6K +2,130 +380%
51 52
53
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