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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 %
OWA
1426
Octavia Wealth Advisors
Ohio
$575K +$19.3K +290 +3%
AR
1427
Apeiron RIA
Texas
$575K +$575K +8,630 New
LWMM
1428
Legacy Wealth Management (Mississippi)
Mississippi
$572K +$3.99K +60 +0.7%
NB
1429
Northwest Bancshares
Pennsylvania
$568K -$140K -2,100 -20%
CPW
1430
Catalyst Private Wealth
California
$566K – – –
SA
1431
Strategic Advisors
New York
$564K +$153K +2,310 +37%
IF
1432
Insight Folios
North Carolina
$563K +$36.6K +550 +7%
GWANC
1433
Guardian Wealth Advisors (North Carolina)
North Carolina
$563K +$563K +8,460 New
AWC
1434
Abundance Wealth Counselors
Pennsylvania
$562K -$94.4K -1,420 -14%
BL
1435
Balentine LLC
Georgia
$562K +$73.2K +1,100 +15%
IIC
1436
Integrated Investment Consultants
Michigan
$560K -$24.6K -370 -4%
AA
1437
Apriem Advisors
California
$559K – – –
GP
1438
Girard Partners
Pennsylvania
$558K +$665 +10 +0.1%
TNBTD
1439
Trustmark National Bank Trust Department
Mississippi
$558K +$558K +8,390 New
PBO
1440
Peoples Bank (Ohio)
Ohio
$555K -$16.6K -250 -3%
CBT
1441
Central Bank & Trust
Kentucky
$554K -$12.6K -190 -2%
HIS
1442
Harvest Investment Services
Illinois
$553K -$10.6K -160 -2%
BAS
1443
Brown Advisory Securities
Maryland
$550K -$308K -4,620 -36%
PA
1444
Procyon Advisors
Connecticut
$550K -$104K -1,570 -16%
GSC
1445
Ground Swell Capital
South Carolina
$548K +$548K +8,240 New
XT
1446
XTX Topco
Cayman Islands
$547K +$547K +8,220 New
MA
1447
MONECO Advisors
Connecticut
$545K -$21.5K -370 -4%
AAP
1448
Arax Advisory Partners
Colorado
$543K +$94.5K +1,420 +21%
CIA
1449
Choate Investment Advisors
Massachusetts
$542K +$18K +270 +3%
AAM
1450
Arabesque Asset Management
United Kingdom
$541K -$2.05M -30,770 -79%
56 57
58
59 60