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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
LFG
1326
Larson Financial Group
Missouri
$5K +$4.55K +150 New
CA
1327
CXI Advisors
Indiana
$5K +$4.86K +160 New
AWM
1328
Atticus Wealth Management
Florida
$5K +$5.16K +170 New
APC
1329
Aspire Private Capital
North Carolina
$4K
CAC
1330
Certified Advisory Corp
Florida
$4K
LFA
1331
Lighthouse Financial Advisors
Maryland
$4K +$4.55K +150 New
WCA
1332
Windsor Creek Advisors
Vermont
$3.65K +$152K +5,000 +5%
KFS
1333
Kelly Financial Services
Massachusetts
$3.58K
AC
1334
Asio Capital
Kentucky
$3.41K +$3.28M +107,900 New
BFC
1335
Bedel Financial Consulting
Indiana
$3K
FMP
1336
Financial Management Professionals
Texas
$3K
GFPC
1337
Global Financial Private Capital
Florida
$3K
JWM
1338
Janiczek Wealth Management
Colorado
$3K
RBC
1339
Roble Belko & Company
Pennsylvania
$3K
CWAF
1340
Core Wealth Advisors (Florida)
Florida
$3K +$2.43K +80 New
LPWM
1341
Lake Point Wealth Management
Texas
$3K +$2.43K +80 New
CWA
1342
Capital Wealth Alliance
Arizona
$3K +$2.73K +90 New
PCFFS
1343
Pacific Center for Financial Services
California
$2K
FCH
1344
Freestone Capital Holdings
Washington
$1.08K -$144K -4,730 -12%
CTB
1345
Country Trust Bank
Illinois
$1K
VRM
1346
Vectors Research Management
New York
$1K
LP
1347
LMR Partners
United Kingdom
$540 +$519K +17,080 New
LS
1348
Leelyn Smith
Illinois
$462 +$443K +14,600 New
SHWM
1349
Silicon Hills Wealth Management
Texas
$20 +$304 +10 New
SLG
1350
Silver Lake Group
California
-$95.2M -3,447,610 Closed

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.