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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 %
PFA
1601
Pathway Financial Advisors
Vermont
$359K +$359K +6,130 New
EW
1602
Evoke Wealth
California
$358K +$32.6K +490 +10%
KCM
1603
KRS Capital Management
Michigan
$358K +$358K +5,390 New
GAM
1604
Gould Asset Management
California
$357K +$357K +5,360 New
OIM
1605
Oder Investment Management
California
$356K – – –
CIM
1606
Contravisory Investment Management
Massachusetts
$355K +$5.32K +80 +2%
IIA
1607
IPG Investment Advisors
California
$353K -$666K -10,000 -65%
FSA
1608
Fort Sheridan Advisors
Illinois
$353K -$56.5K -850 -14%
JGIA
1609
Jackson Grant Investment Advisers
Connecticut
$353K – – –
MF
1610
Magnetar Financial
Illinois
$349K +$349K +5,250 New
PMFA
1611
Plante Moran Financial Advisors
Michigan
$348K -$265K -3,990 -43%
AWM
1612
Atticus Wealth Management
Florida
$348K +$128K +1,930 +58%
YIA
1613
YHB Investment Advisors
Connecticut
$347K – – –
BBNA
1614
Bremer Bank National Association
Minnesota
$347K – – –
VCM
1615
Virtue Capital Management
Tennessee
$338K -$15.3K -230 -4%
AWA
1616
Aaron Wealth Advisors
Illinois
$338K +$338K +5,090 New
JWM
1617
JGP Wealth Management
Oregon
$337K +$3.86K +60 +1%
WFA
1618
WMG Financial Advisors
Tennessee
$335K +$335K +5,010 New
BFS
1619
Bard Financial Services
Connecticut
$333K -$33.3K -500 -9%
GIM
1620
Guild Investment Management
California
$333K – – –
LL
1621
LPWM LLC
Minnesota
$333K – – –
RT
1622
Rockland Trust
Massachusetts
$333K +$5.98K +90 +2%
PP
1623
PDT Partners
New York
$333K +$333K +5,000 New
BCA
1624
Biltmore Capital Advisors
New Jersey
$330K -$65.9K -990 -17%
CAN
1625
Claraphi Advisory Network
United States
$330K +$330K +4,960 New
63 64
65
66 67