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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 %
GC
1551
Gilbert & Cook
Iowa
$406K +$16K +240 +4%
CPA
1552
Capital Planning Advisors
California
$405K +$38K +570 +10%
JLBC
1553
J.L. Bainbridge & Co
Florida
$403K – – –
MA
1554
MKT Advisors
California
$403K +$403K +7,230 New
TC
1555
TAP Consulting
Missouri
$402K – – –
WKSWA
1556
White Knight Strategic Wealth Advisors
New Jersey
$401K +$401K +6,020 New
CA
1557
CoreCap Advisors
Michigan
$399K +$399K +6,000 New
IP
1558
Innovative Portfolios
Indiana
$398K – – –
NCM
1559
Noesis Capital Mangement
Florida
$397K -$6K -90 -1%
BMWM
1560
Brown Miller Wealth Management
Virginia
$395K -$27.9K -420 -7%
OPOWM
1561
One Plus One Wealth Management
Florida
$395K – – –
SCFS
1562
S.C. Financial Services
Arizona
$395K +$395K +6,620 New
TF
1563
Tompkins Financial
New York
$392K -$93.2K -1,400 -19%
CFO
1564
CVA Family Office
Colorado
$391K +$314K +4,710 +406%
FFA
1565
Freedman Financial Associates
Massachusetts
$389K – – –
CWM
1566
Centric Wealth Management
Illinois
$387K +$5.99K +90 +2%
DFA
1567
Delta Financial Advisors
Louisiana
$387K +$387K +5,820 New
UCB
1568
United Community Bank
South Carolina
$386K +$386K +5,800 New
SFA
1569
Source Financial Advisors
New York
$385K – – –
T
1570
TNF
Montana
$385K +$597 +10 +0.2%
DWA
1571
Douglass Winthrop Advisors
New York
$384K – – –
MS
1572
Mizuho Securities
Japan
$384K +$293K +4,400 +321%
AF
1573
Advisornet Financial
Minnesota
$381K +$36K +540 +10%
HR
1574
Hayden Royal
North Carolina
$379K +$5.98K +90 +2%
PWMG
1575
Prestige Wealth Management Group
New Jersey
$379K +$41.3K +620 +12%
61 62
63
64 65