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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
FWM
1401
Fairhaven Wealth Management
Illinois
-$243K -8,820 Closed
BCA
1402
Bay Colony Advisors
Massachusetts
-$226K -8,200 Closed
SW
1403
SlateStone Wealth
Florida
-$206K -7,460 Closed
DIM
1404
Delta Investment Management
California
-$203K -7,370 Closed
Fidelity International
1405
Fidelity International
Bermuda
-$213K -7,010 -100%
KWA
1406
KCS Wealth Advisory
California
-$108K -3,910 Closed
TC
1407
Truvestments Capital
Florida
-$85K -3,070 Closed
CIM
1408
Contravisory Investment Management
Massachusetts
-$61K -2,210 Closed
QCIG
1409
Quad-Cities Investment Group
Iowa
-$55K -2,000 Closed
AP
1410
Advisors Preferred
Maryland
-$31K -1,110 Closed
GWAG
1411
Garrett Wealth Advisory Group
Texas
-$28.4K -1,030 Closed
NIC
1412
Northwest Investment Counselors
Oregon
-$21K -770 Closed
AIS
1413
Accurate Investment Solutions
Pennsylvania
-$17K -620 Closed
APSP
1414
Asset Planning Services (Pennsylvania)
Pennsylvania
-$15K -550 Closed
WC
1415
Weil Company
California
-$9K -330 Closed
WWM
1416
Willingdon Wealth Management
North Carolina
-$5K -180 Closed
SB
1417
Strategic Blueprint
Georgia
-$4K -160 Closed
FEM
1418
Fulcrum Equity Management
Texas
-$3K -110 Closed
SL
1419
Salomon & Ludwin
Virginia
+$304 +10 New

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.