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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
$2.92B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.71B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.02B
4
Fisher Asset Management
Fisher Asset Management
Washington
$501M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.95B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$15.2B
2
Capital International Investors
Capital International Investors
California
$21.2B
3
Bank of America
Bank of America
North Carolina
$5.23B
4
Capital World Investors
Capital World Investors
California
$25.3B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$699M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1826
Byrne Asset Management
New Jersey
$160K +$160K +2,400 New
EIP
1827
Ellis Investment Partners
Pennsylvania
$154K +$667 +10 +0.4%
FCB
1828
First Command Bank
Texas
$151K – – –
DHGWA
1829
Dixon Hughes Goodman Wealth Advisors
North Carolina
$150K +$150K +2,260 New
NIC
1830
Northwest Investment Counselors
Oregon
$148K +$148K +2,220 New
BAM
1831
Baldrige Asset Management
Pennsylvania
$143K – – –
SFO
1832
Standard Family Office
South Dakota
$143K +$143K +2,150 New
MAM
1833
McCarthy Asset Management
California
$141K – – –
MSFP
1834
Mark Sheptoff Financial Planning
Connecticut
$140K – – –
CWA
1835
Clearview Wealth Advisors
Oregon
$138K -$13.3K -200 -9%
GC
1836
Garde Capital
Washington
$138K – – –
CWM
1837
Curi Wealth Management
North Carolina
$137K +$137K +2,060 New
NFSG
1838
Newbridge Financial Services Group
Florida
$135K +$50.5K +760 +60%
EI
1839
Ellevest Inc
New York
$134K -$4K -60 -3%
DWP
1840
Destiny Wealth Partners
Florida
$134K – – –
CAM
1841
Close Asset Management
United Kingdom
$133K – – –
SC
1842
Sierra Capital
Florida
$133K +$128K +1,930 +2,757%
WR
1843
WD Rutherford
Oregon
$130K – – –
PWC
1844
PYA Waltman Capital
Tennessee
$130K +$130K +1,950 New
MCA
1845
Maryland Capital Advisors
Maryland
$130K +$130K +1,950 New
CAMG
1846
CWA Asset Management Group
Florida
$129K +$129K +1,940 New
SC
1847
Seldon Capital
California
$128K +$128K +1,920 New
CCA
1848
Column Capital Advisors
Indiana
$127K +$26.6K +400 +26%
EARNEST Partners
1849
EARNEST Partners
Georgia
$124K – – –
BLC
1850
Brown, Lisle/Cummings
Rhode Island
$120K +$120K +1,800 New
72 73
74
75 76