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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 %
LCM
1476
LCM Capital Management
Illinois
$490K +$43.2K +650 +10%
SFG
1477
Synergy Financial Group
California
$490K +$490K +7,370 New
JF
1478
JSF Financial
California
$488K +$488K +7,340 New
CFFP
1479
Center for Financial Planning
Michigan
$487K +$21.3K +320 +5%
FM
1480
Foster & Motley
Ohio
$486K +$22.6K +340 +5%
RF
1481
Rollins Financial
Georgia
$486K +$486K +7,300 New
CB
1482
Community Bank
New York
$485K +$296K +4,450 +156%
SIG
1483
Sargent Investment Group
Maryland
$484K – – –
NSEDCP
1484
NJ State Employees Deferred Compensation Plan
New Jersey
$484K – – –
LFA
1485
Legacy Financial Advisors
Kentucky
$484K +$30K +450 +7%
OHWP
1486
Oak Harbor Wealth Partners
North Carolina
$483K +$483K +7,260 New
KMWM
1487
Keudell/Morrison Wealth Management
Oregon
$480K -$150K -2,260 -24%
MFG
1488
Menard Financial Group
Texas
$479K -$71.2K -1,070 -13%
MCM
1489
Monument Capital Management
Virginia
$477K +$31.9K +480 +7%
CIC
1490
Chase Investment Counsel
Virginia
$475K +$3.32K +50 +0.7%
SIC
1491
Sigma Investment Counselors
Michigan
$474K -$46.5K -700 -9%
AL
1492
Aspiriant LLC
California
$474K +$37.3K +560 +9%
VAFP
1493
Vahanian & Associates Financial Planning
New York
$472K +$472K +7,100 New
II
1494
Inspire Investing
Idaho
$470K -$4.66K -70 -1%
MYIA
1495
Mount Yale Investment Advisors
Colorado
$469K – – –
CAM
1496
Campion Asset Management
Virginia
$466K +$130K +1,950 +39%
LA
1497
LexAurum Advisors
Kansas
$464K -$12.6K -190 -3%
WP
1498
WealthSource Partners
California
$461K +$11.3K +170 +3%
AWM
1499
AllSquare Wealth Management
New York
$461K +$133K +2,000 +41%
WCM
1500
Wedge Capital Management
North Carolina
$460K +$9.99K +150 +2%
58 59
60
61 62