AVGO icon

Broadcom
AVGO

Overview Fund Activity

1,745 hedge funds and large institutions have $162B invested in Broadcom in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 837 increasing their positions, 559 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
+32
Holders Change %
+1.87%
% of All Funds
30.65%
Holding in Top 10
86
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.69%
% of All Funds
1.51%
New
130
Increased
837
Reduced
559
Closed
76
Calls
$2.8B
Puts
$4.87B
Net Calls
-$2.07B
Net Calls Change
-$504M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$407M
2
Goldman Sachs
Goldman Sachs
New York
+$257M
3
Bank of America
Bank of America
North Carolina
+$229M
4
Morgan Stanley
Morgan Stanley
New York
+$212M
5
CA
Capitolis Advisors
New York
+$211M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$501M
2
Capital World Investors
Capital World Investors
California
-$358M
3
Franklin Resources
Franklin Resources
California
-$330M
4
CBT
Capital Bank & Trust
California
-$233M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
1326
SSI Investment Management
California
$454K +$2.9K +60 +0.6%
TVAMP
1327
Tennessee Valley Asset Management Partners
Tennessee
$454K +$454K +9,360 New
HFP
1328
Holistic Financial Partners
Indiana
$449K -$49.5K -1,020 -10%
MWPCG
1329
Measured Wealth Private Client Group
New Hampshire
$449K +$165K +3,410 +58%
PMFA
1330
Plante Moran Financial Advisors
Michigan
$447K +$306K +6,310 +217%
JF
1331
Jump Financial
Illinois
$446K +$3.39K +70 +0.8%
GCA
1332
Gradient Capital Advisors
California
$445K +$2.43K +50 +0.5%
WIM
1333
Westside Investment Management
California
$439K -$37.1K -2,000 -8%
SNT
1334
Security National Trust
West Virginia
$439K – – –
RTC
1335
Riverview Trust Company
Washington
$437K +$14.5K +300 +3%
TA
1336
Tectonic Advisors
Texas
$436K +$436K +9,010 New
MC
1337
Machina Capital
France
$434K +$434K +8,960 New
CWA
1338
Canvas Wealth Advisors
Kansas
$433K -$6.31K -130 -1%
CPC
1339
Consolidated Planning Corp
Georgia
$431K +$4.36K +90 +1%
PPW
1340
Parcion Private Wealth
Washington
$430K +$21.6K +430 +5%
IIC
1341
Integrated Investment Consultants
Michigan
$426K -$17K -350 -4%
RHBC
1342
R.H. Bluestein & Co
Michigan
$426K +$48.5K +1,000 +13%
CSPIA
1343
Cary Street Partners Investment Advisory
Virginia
$423K -$970 -20 -0.2%
BCM
1344
Beck Capital Management
Texas
$422K +$57.2K +1,180 +16%
PBO
1345
Peoples Bank (Ohio)
Ohio
$417K +$9.22K +190 +2%
HPWM
1346
Highland Private Wealth Management
Washington
$416K -$48.5K -1,000 -10%
LWMM
1347
Legacy Wealth Management (Mississippi)
Mississippi
$414K – – –
MFG
1348
Magnus Financial Group
New York
$414K +$6.8K +140 +2%
CBT
1349
Central Bank & Trust
Kentucky
$413K +$38.8K +800 +10%
CPW
1350
Catalyst Private Wealth
California
$412K – – –
52 53
54
55 56