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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 %
FM
1401
Foster & Motley
Ohio
$338K – – –
HIM
1402
Hotaling Investment Management
Pennsylvania
$337K -$3.89K -80 -1%
WA
1403
Waddell & Associates
Tennessee
$337K – – –
JFA
1404
Johanson Financial Advisors
California
$337K +$1.94K +40 +0.6%
HHGA
1405
Halbert Hargrove Global Advisors
California
$336K +$12.1K +250 +4%
BPWM
1406
Badgley Phelps Wealth Managers
Washington
$336K +$336K +6,920 New
KA
1407
Kercheville Advisors
Texas
$332K – – –
SFP
1408
Sandbox Financial Partners
Maryland
$331K -$4.36K -90 -1%
LFA
1409
Legacy Financial Advisors
Kentucky
$331K +$58.7K +1,210 +22%
WFG
1410
Wills Financial Group
Virginia
$331K +$92.4K +1,910 +39%
WP
1411
WealthSource Partners
California
$328K -$12.1K -250 -4%
WCM
1412
Wedge Capital Management
North Carolina
$328K +$970 +20 +0.3%
JIC
1413
Joel Isaacson & Co
New York
$328K +$5.33K +110 +2%
MSR
1414
Main Street Research
Connecticut
$327K -$6.79K -140 -2%
AAP
1415
Arax Advisory Partners
Colorado
$327K +$11.2K +230 +4%
CC
1416
Courier Capital
New York
$327K +$327K +6,740 New
LCM
1417
LCM Capital Management
Illinois
$326K -$970 -20 -0.3%
FAM
1418
Formidable Asset Management
Ohio
$325K -$7.27K -150 -2%
MMM
1419
Mendel Money Management
Illinois
$325K -$4.85K -100 -1%
CFA
1420
Carroll Financial Associates
North Carolina
$325K -$484 -10 -0.1%
MCM
1421
Monument Capital Management
Virginia
$325K +$45.7K +940 +16%
BMA
1422
Brooks Moore & Associates
Tennessee
$322K – – –
IAP
1423
Indie Asset Partners
Indiana
$322K +$19.4K +400 +6%
JIP
1424
Jaffetilchin Investment Partners
Florida
$322K +$44.1K +910 +16%
TP
1425
Tranquility Partners
Tennessee
$322K +$51.5K +1,060 +19%
55 56
57
58 59