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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 %
FANJ
1651
Financial Architects (New Jersey)
New Jersey
$302K – – –
GF
1652
Gries Financial
Ohio
$302K +$12K +180 +4%
OFS
1653
OneAscent Financial Services
Alabama
$301K -$383K -5,750 -56%
OBGC
1654
O'Brien Greene & Co
Pennsylvania
$301K +$12.7K +190 +4%
CT
1655
Chicago Trust
Illinois
$301K +$301K +4,520 New
VC
1656
Vicus Capital
Pennsylvania
$301K +$301K +5,240 New
SFO
1657
Stokes Family Office
Louisiana
$300K +$300K +4,510 New
GFS
1658
GYL Financial Synergies
Connecticut
$299K -$1.99K -30 -0.7%
PCM
1659
Poehling Capital Management
Wisconsin
$299K – – –
NCA
1660
New Century Advisors
Maryland
$299K +$299K +4,500 New
GG
1661
Greenwood Gearhart
Arkansas
$295K +$295K +4,440 New
AWA
1662
Arete Wealth Advisors
Illinois
$294K +$294K +4,430 New
PCG
1663
Private Capital Group
Connecticut
$293K +$39.3K +590 +15%
ONB
1664
Old National Bancorp
Indiana
$292K +$5.99K +90 +2%
IAMOG
1665
Investors Asset Management of Georgia
Georgia
$291K – – –
SFS
1666
Stiles Financial Services
Minnesota
$291K +$291K +4,370 New
CAM
1667
Costello Asset Management
Pennsylvania
$289K -$32.6K -490 -10%
PWMAG
1668
Pinnacle Wealth Management Advisory Group
New Jersey
$289K -$2K -30 -0.7%
RCM
1669
Raleigh Capital Management
North Carolina
$288K +$288K +4,330 New
HTC
1670
Haverford Trust Company
Pennsylvania
$288K +$288K +4,330 New
RIM
1671
Redwood Investment Management
Arizona
$287K -$1.49M -22,480 -84%
SWM
1672
Stockman Wealth Management
Montana
$287K +$287K +4,320 New
UC
1673
Unio Capital
New Jersey
$287K -$3.26K -160 -1%
CA
1674
Continuum Advisory
Idaho
$286K +$286K +4,300 New
PPP
1675
Private Portfolio Partners
New Jersey
$286K +$286K +4,290 New
65 66
67
68 69