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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 %
ICG
1726
InterOcean Capital Group
Tennessee
$257K -$399K -5,990 -61%
GWA
1727
GGM Wealth Advisors
Maryland
$255K – – –
V
1728
VeraBank
Texas
$254K +$254K +3,810 New
APG
1729
Abacus Planning Group
South Carolina
$254K +$254K +3,810 New
RWI
1730
Red Wave Investments
Pennsylvania
$254K +$254K +3,810 New
CWM
1731
Circle Wealth Management
New Jersey
$253K +$253K +3,800 New
SG
1732
Swarthmore Group
Pennsylvania
$252K +$252K +3,790 New
MIA
1733
MainStreet Investment Advisors
Illinois
$251K -$38.6K -580 -13%
FAG
1734
Fortitude Advisory Group
Washington
$251K +$251K +3,770 New
BB
1735
Berkshire Bank
Massachusetts
$251K +$251K +3,780 New
TPWA
1736
TRUE Private Wealth Advisors
Oregon
$250K +$250K +3,770 New
MF
1737
Meridian Financial
Massachusetts
$250K +$250K +3,750 New
BBA
1738
BLB&B Advisors
Pennsylvania
$249K -$270K -4,050 -52%
ECM
1739
Elgethun Capital Management
South Dakota
$249K +$249K +3,750 New
HCM
1740
Howland Capital Management
Massachusetts
$247K +$247K +3,710 New
MSS
1741
Mitchell Sinkler & Starr
Pennsylvania
$246K +$246K +3,700 New
UF
1742
Univest Financial
Pennsylvania
$246K +$246K +3,700 New
ESBC
1743
E.S. Barr & Co
Kentucky
$245K +$245K +3,680 New
RWB
1744
RMR Wealth Builders
New Jersey
$244K -$4.41M -66,280 -95%
CRI
1745
Colonial River Investments
Virginia
$244K +$244K +3,660 New
PWM
1746
PRW Wealth Management
Massachusetts
$244K +$244K +3,670 New
CPO
1747
Cerity Partners OCIO
New York
$244K +$244K +3,670 New
CFD
1748
Creative Financial Designs
Indiana
$243K – – –
DIP
1749
DT Investment Partners
Pennsylvania
$242K -$141K -2,120 -37%
AWM
1750
Accel Wealth Management
Iowa
$242K -$11.3K -170 -4%
68 69
70
71 72