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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 %
SMC
1501
Smith, Moore & Co
Missouri
$460K +$35.2K +530 +8%
SB
1502
Strategic Blueprint
Georgia
$460K +$83.2K +1,250 +22%
CAG
1503
Crestwood Advisors Group
Massachusetts
$459K +$139K +2,090 +43%
TFCP
1504
Twin Focus Capital Partners
Massachusetts
$458K -$30K -450 -6%
BEI
1505
Benjamin Edwards Inc
Missouri
$458K +$318K +4,770 +226%
LIM
1506
Leavell Investment Management
Alabama
$455K +$153K +2,300 +51%
Manulife (Manufacturers Life Insurance)
1507
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$455K -$41.4K -622,450 -8%
HHGA
1508
Halbert Hargrove Global Advisors
California
$454K -$6.65K -100 -1%
AWM
1509
Accurate Wealth Management
Florida
$454K +$17K +280 +4%
PP
1510
Pacifica Partners
Canada
$453K -$2.04M -32,810 -82%
WTB
1511
Washington Trust Bank
Washington
$452K +$83.1K +1,250 +23%
KA
1512
Kercheville Advisors
Texas
$448K -$7.31K -110 -2%
FAM
1513
Formidable Asset Management
Ohio
$448K -$1.34K -20 -0.3%
MSR
1514
Main Street Research
Connecticut
$448K – – –
SCS
1515
Syquant Capital SAS
France
$446K -$33.3K -500 -7%
CI
1516
CX Institutional
Indiana
$446K +$44.5K +670 +11%
WB
1517
Webster Bank
Connecticut
$446K +$70.5K +1,060 +19%
CBN
1518
Cadence Bank NA
Texas
$442K – – –
BMA
1519
Brooks Moore & Associates
Tennessee
$442K – – –
WDC
1520
Woodward Diversified Capital
California
$442K +$39.2K +590 +10%
HS
1521
Horan Securities
United States
$442K +$442K +6,650 New
JIC
1522
Joel Isaacson & Co
New York
$441K -$9.31K -140 -2%
TP
1523
Tranquility Partners
Tennessee
$441K – – –
IAP
1524
Indie Asset Partners
Indiana
$441K – – –
ZF
1525
Zhang Financial
Michigan
$440K +$33.3K +500 +8%
59 60
61
62 63