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Broadcom
AVGO

Overview Fund Activity

2,012 hedge funds and large institutions have $221B invested in Broadcom in 2021 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 803 increasing their positions, 624 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+267
Holders Change %
+15.3%
% of All Funds
31.07%
Holding in Top 10
165
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+91.86%
% of All Funds
2.55%
New
371
Increased
803
Reduced
624
Closed
72
Calls
$3.89B
Puts
$8.25B
Net Calls
-$4.36B
Net Calls Change
-$2.29B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$690M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$563M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$498M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$416M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.07B
2
Capital International Investors
Capital International Investors
California
-$1.55B
3
Bank of America
Bank of America
North Carolina
-$527M
4
Capital World Investors
Capital World Investors
California
-$401M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
1376
Peninsula Wealth
California
$666K +$666K +10,010 New
SPFA
1377
Summit Place Financial Advisors
New Jersey
$665K – – –
P8IP
1378
Pier 88 Investment Partners
California
$665K +$665K +10,000 New
CHAM
1379
Clear Harbor Asset Management
Connecticut
$663K – – –
RIA
1380
Regal Investment Advisors
Michigan
$657K -$7.32K -110 -1%
CFG
1381
Cooper Financial Group
California
$656K -$214K -3,220 -25%
FAIM
1382
Financial Advocates Investment Management
Washington
$656K -$87.2K -1,310 -12%
EWM
1383
EPG Wealth Management
Georgia
$654K +$22K +330 +3%
NP
1384
NorthRock Partners
Minnesota
$651K +$273K +4,100 +72%
SWM
1385
Shelton Wealth Management
Texas
$648K +$648K +9,740 New
DLA
1386
Douglas Lane & Associates
New York
$647K -$51.9K -780 -7%
TVAMP
1387
Tennessee Valley Asset Management Partners
Tennessee
$645K +$22.6K +340 +4%
GM
1388
GeoWealth Management
Illinois
$638K -$57.3K -860 -8%
CFGS
1389
Concourse Financial Group Securities
Alabama
$638K -$11.3K -170 -2%
MIP
1390
Marietta Investment Partners
Wisconsin
$636K – – –
PFBT
1391
Parkside Financial Bank & Trust
Missouri
$635K -$55.2K -830 -8%
OHIS
1392
Oak Harvest Investment Services
Texas
$635K -$41.9K -630 -6%
CFA
1393
Carroll Financial Associates
North Carolina
$634K +$181K +2,690 +40%
SHA
1394
Seneca House Advisors
Virginia
$633K -$3.99K -60 -0.6%
EA
1395
Emerald Advisors
Washington
$630K +$630K +9,460 New
WTA
1396
Washington Trust Advisors
Massachusetts
$630K +$630K +9,470 New
CWA
1397
Canvas Wealth Advisors
Kansas
$629K +$35.9K +540 +6%
SIM
1398
SSI Investment Management
California
$626K – – –
SRC
1399
Sage Rhino Capital
California
$625K -$54.6K -820 -8%
VWA
1400
V Wealth Advisors
Kansas
$625K +$115K +1,730 +23%
54 55
56
57 58