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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 %
HFG
1751
Heron Financial Group
New York
$239K -$41.5K -700 -15%
RWA
1752
Roberts Wealth Advisors
California
$239K +$239K +3,600 New
MHR
1753
Matthew Hamilton Rosenberg
$238K +$28.6K +430 +14%
SIC
1754
Samalin Investment Counsel
New York
$238K +$238K +3,580 New
WWG
1755
West Wealth Group
California
$238K +$238K +3,580 New
SEC
1756
Seven Eight Capital
New York
$237K +$237K +3,560 New
TCOK
1757
Trust Company of Kansas
Kansas
$237K +$237K +3,560 New
SWA
1758
Sutton Wealth Advisors
Florida
$237K – – –
NC
1759
NBW Capital
Massachusetts
$236K +$236K +3,540 New
LWA
1760
Lenox Wealth Advisors
New York
$234K +$1.33K +20 +0.6%
MAG
1761
MRA Advisory Group
New Jersey
$234K +$234K +3,520 New
SOW
1762
State of Wyoming
Wyoming
$233K -$94.5K -1,420 -29%
CISOA
1763
Capital Investment Services of America
Wisconsin
$233K +$233K +3,500 New
MIG
1764
McGuire Investment Group
Rhode Island
$232K +$232K +3,480 New
RBFC
1765
Roman Butler Fullerton & Co
Missouri
$232K +$232K +3,490 New
SAF
1766
Smith Anglin Financial
Texas
$230K +$230K +3,460 New
MTIC
1767
Missouri Trust & Investment Company
Missouri
$230K +$230K +3,460 New
PPW
1768
Parcion Private Wealth
Washington
$229K -$288K -4,770 -56%
KFP
1769
KB Financial Partners
New Jersey
$229K +$229K +3,440 New
PWM
1770
PBMares Wealth Management
Virginia
$228K +$228K +3,430 New
BFA
1771
Beacon Financial Advisory
Ohio
$226K +$226K +3,390 New
AIFAIM
1772
American Institute for Advanced Investment Management
Arizona
$226K +$226K +3,400 New
OWA
1773
Opal Wealth Advisors
New York
$225K +$225K +3,390 New
SAM
1774
Secure Asset Management
Michigan
$224K +$224K +3,360 New
HC
1775
Hamilton Capital
Ohio
$224K +$224K +3,370 New
69 70
71
72 73