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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 %
BFS
1401
Baskin Financial Services
Ontario, Canada
$625K +$625K +9,400 New
HPWM
1402
Highland Private Wealth Management
Washington
$623K +$51.9K +780 +9%
WPC
1403
Wedmont Private Capital
Pennsylvania
$621K +$621K +10,400 New
APW
1404
Aurora Private Wealth
New Jersey
$618K -$1.48M -22,240 -71%
HFP
1405
Holistic Financial Partners
Indiana
$616K – – –
GCA
1406
Gradient Capital Advisors
California
$614K +$3.33K +50 +0.5%
AIM
1407
Anchor Investment Management
South Carolina
$606K +$110K +1,660 +22%
LC
1408
Lindbrook Capital
California
$604K +$222K +3,330 +58%
IA
1409
Insight Advisors
Pennsylvania
$602K -$27.3K -410 -4%
CAM
1410
CenterStar Asset Management
Illinois
$601K – – –
WH
1411
Willner & Heller
California
$601K +$601K +12,390 New
GCMG
1412
Gyroscope Capital Management Group
Florida
$599K -$1.4M -21,000 -70%
BCM
1413
Beck Capital Management
Texas
$599K +$19.3K +290 +3%
AGP
1414
Autumn Glory Partners
Texas
$597K +$597K +8,960 New
SIM
1415
Stratos Investment Management
Ohio
$592K -$108K -1,620 -15%
CPC
1416
Consolidated Planning Corp
Georgia
$592K – – –
CSPIA
1417
Cary Street Partners Investment Advisory
Virginia
$585K +$4.66K +70 +0.8%
RHBC
1418
R.H. Bluestein & Co
Michigan
$584K – – –
MCP
1419
Mirador Capital Partners
California
$584K +$36.6K +550 +7%
CCM
1420
Carlson Capital Management
Minnesota
$583K +$30.6K +460 +6%
WAM
1421
Warberg Asset Management
Illinois
$581K +$581K +8,730 New
PPW
1422
Pinnacle Private Wealth
Massachusetts
$579K +$579K +8,700 New
CA
1423
Calton & Associates
Florida
$578K -$244K -3,670 -30%
MFG
1424
Magnus Financial Group
New York
$577K +$9.97K +150 +2%
AAS
1425
Annex Advisory Services
Wisconsin
$577K +$294K +4,420 +104%
55 56
57
58 59