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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 %
HIF
1676
Hill Island Financial
Michigan
$285K +$285K +4,280 New
TIA
1677
Tiemann Investment Advisors
California
$284K +$284K +4,270 New
NC
1678
NinePointTwo Capital
California
$283K – – –
PWP
1679
Pursue Wealth Partners
California
$283K +$283K +4,250 New
SBF
1680
Sara-Bay Financial
Florida
$283K +$283K +4,250 New
AG
1681
Ascent Group
Virginia
$283K +$283K +5,300 New
BSB
1682
Bangor Savings Bank
Maine
$282K +$3.33K +50 +1%
GWS
1683
Glassman Wealth Services
Virginia
$281K -$20.6K -310 -7%
DU
1684
Delphia (USA)
Ontario, Canada
$280K +$280K +4,210 New
SIC
1685
Salem Investment Counselors
North Carolina
$278K -$665 -10 -0.2%
JCM
1686
Jacobi Capital Management
Pennsylvania
$278K +$5.32K +80 +2%
IP
1687
Ignite Planners
California
$278K +$278K +4,800 New
IFG
1688
Investors Financial Group
Minnesota
$277K -$6.64K -100 -2%
MWM
1689
Meridian Wealth Management
Kentucky
$277K +$2K +30 +0.7%
MSAM
1690
Moloney Securities Asset Management
Missouri
$277K +$277K +4,170 New
CCA
1691
Cottonwood Capital Advisors
Utah
$277K +$277K +4,170 New
EIM
1692
Essex Investment Management
Massachusetts
$276K – – –
UL
1693
Unionview LLC
Washington
$275K +$275K +4,140 New
DFA
1694
DHJJ Financial Advisors
Illinois
$273K -$1.33K -20 -0.5%
HIIFS
1695
Harel Insurance Investments & Financial Services
Israel
$273K +$147K +2,220 +117%
GCP
1696
Gill Capital Partners
Colorado
$273K +$273K +4,110 New
KWM
1697
Kolinsky Wealth Management
New Jersey
$273K +$273K +4,110 New
MSA
1698
Marino Stram & Associates
Massachusetts
$273K +$273K +4,110 New
C
1699
Certuity
Florida
$271K -$591K -8,900 -69%
ABC
1700
Associated Banc-Corp
Wisconsin
$270K +$270K +4,060 New
66 67
68
69 70