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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 %
WIM
1526
Westside Investment Management
California
$440K -$1.86K -100 -0.4%
SF
1527
Summit Financial
New Jersey
$439K +$61.2K +920 +16%
CC
1528
Courier Capital
New York
$437K -$11.3K -170 -3%
IMA
1529
Investment Management Associates
Colorado
$437K – – –
SDWMA
1530
Schneider Downs Wealth Management Advisors
Pennsylvania
$436K -$2K -30 -0.5%
BHWM
1531
Bar Harbor Wealth Management
New Hampshire
$436K +$17.3K +260 +4%
FG
1532
Fiduciary Group
Georgia
$435K – – –
HLOC
1533
H.L. Ormond & Company
North Carolina
$434K +$434K +7,230 New
SFP
1534
Sandbox Financial Partners
Maryland
$431K -$23.3K -350 -5%
FPAS
1535
Focus Partners Advisor Solutions
Missouri
$431K +$431K +6,490 New
BPWM
1536
Badgley Phelps Wealth Managers
Washington
$429K -$32K -480 -7%
IWA
1537
Intercontinental Wealth Advisors
Texas
$428K -$5.99K -90 -1%
CBT
1538
Capital Bank & Trust
California
$427K – – –
GFP
1539
Gryphon Financial Partners
Ohio
$427K +$15.3K +230 +4%
IBOK
1540
Independence Bank of Kentucky
Kentucky
$426K -$9.98K -150 -2%
PP
1541
PDS Planning
Ohio
$419K +$16K +240 +4%
EA
1542
Echo45 Advisors
California
$419K +$419K +6,300 New
CWM
1543
C2C Wealth Management
Arizona
$418K +$418K +6,280 New
BCP
1544
Berkeley Capital Partners
Georgia
$417K +$57.3K +860 +16%
GPA
1545
Guidance Point Advisors
Massachusetts
$416K – – –
PA
1546
PFG Advisors
Arizona
$414K +$69.1K +1,040 +20%
WA
1547
Waddell & Associates
Tennessee
$412K -$49.9K -750 -11%
FOA
1548
Five Oceans Advisors
California
$408K +$40.6K +610 +11%
SSB
1549
Sandy Spring Bank
Maryland
$407K +$66.4K +1,000 +19%
PFWA
1550
Paces Ferry Wealth Advisors
Georgia
$406K -$18K -270 -4%
60 61
62
63 64