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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 %
WP
1426
WealthPLAN Partners
Nebraska
$322K +$322K +5,450 New
CBN
1427
Cadence Bank NA
Texas
$321K +$23.2K +480 +8%
SDWMA
1428
Schneider Downs Wealth Management Advisors
Pennsylvania
$319K -$485 -10 -0.2%
AL
1429
Aspiriant LLC
California
$318K -$24.7K -510 -7%
IBOK
1430
Independence Bank of Kentucky
Kentucky
$318K – – –
IMA
1431
Investment Management Associates
Colorado
$318K – – –
IWA
1432
Intercontinental Wealth Advisors
Texas
$316K -$2.91K -60 -0.9%
CBT
1433
Capital Bank & Trust
California
$311K -$233M -4,801,090 -100%
SMC
1434
Smith, Moore & Co
Missouri
$310K +$16.5K +340 +6%
PFWA
1435
Paces Ferry Wealth Advisors
Georgia
$309K -$2.91K -60 -0.9%
BMWM
1436
Brown Miller Wealth Management
Virginia
$308K +$10.2K +210 +3%
BHWM
1437
Bar Harbor Wealth Management
New Hampshire
$305K – – –
MA
1438
MCF Advisors
Kentucky
$305K +$19.4K +400 +7%
GPA
1439
Guidance Point Advisors
Massachusetts
$303K +$968 +20 +0.3%
GFP
1440
Gryphon Financial Partners
Ohio
$300K +$5.34K +110 +2%
FSA
1441
Fort Sheridan Advisors
Illinois
$299K -$9.22K -190 -3%
SA
1442
Strategic Advisors
New York
$299K +$95.8K +1,980 +47%
ZF
1443
Zhang Financial
Michigan
$297K +$297K +6,110 New
WDC
1444
Woodward Diversified Capital
California
$294K +$13.1K +270 +5%
JLBC
1445
J.L. Bainbridge & Co
Florida
$294K +$48.5K +1,000 +20%
NCM
1446
Noesis Capital Mangement
Florida
$293K – – –
TC
1447
TAP Consulting
Missouri
$293K +$484 +10 +0.2%
CI
1448
CX Institutional
Indiana
$293K +$10.7K +220 +4%
PP
1449
PDS Planning
Ohio
$293K +$36.8K +760 +14%
AssetMark Inc
1450
AssetMark Inc
California
$293K +$66.3K +1,370 +29%
56 57
58
59 60