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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 %
ONST
1851
Old North State Trust
North Carolina
$118K +$88K +1,320 +293%
KA
1852
Kozak & Associates
Colorado
$113K -$8.24K -140 -7%
HNWAG
1853
High Net Worth Advisory Group
Florida
$112K +$112K +1,680 New
BIA
1854
Bell Investment Advisors
California
$110K +$2.67K +40 +2%
AP
1855
Arlington Partners
Alabama
$103K +$103K +1,550 New
AWA
1856
Amplius Wealth Advisors
Pennsylvania
$101K +$101K +1,520 New
NL
1857
NVWM LLC
Pennsylvania
$100K – – –
WWM
1858
Wagner Wealth Management
South Carolina
$100K – – –
GCM
1859
Gables Capital Management
Florida
$99K – – –
LSV Asset Management
1860
LSV Asset Management
Illinois
$93K +$26.6K +400 +40%
MGIM
1861
M&G Investment Management
United Kingdom
$92.9K +$25.8K +388,400 +38%
PO
1862
Private Ocean
California
$92K – – –
SBL
1863
Sargent Bickham Lagudis
Colorado
$89K -$12.6K -190 -12%
APC
1864
Aspire Private Capital
North Carolina
$89K +$14.6K +220 +20%
SC
1865
Solstein Capital
California
$85K – – –
MCM
1866
MV Capital Management
Maryland
$84K +$14.7K +220 +21%
CA
1867
Crewe Advisors
Utah
$84K +$69.3K +1,040 +473%
VRM
1868
Vectors Research Management
New York
$83K +$13.4K +200 +19%
PCTC
1869
Perkins Coie Trust Company
Washington
$81K – – –
PCMC
1870
Paragon Capital Management (Colorado)
Colorado
$79K +$79K +1,190 New
ME
1871
McIlrath & Eck
Washington
$75K -$22.1K -330 -23%
CYG
1872
Clean Yield Group
Vermont
$74K +$25.3K +380 +52%
TCM
1873
Tradewinds Capital Management
Washington
$73K – – –
TC
1874
Tacita Capital
Ontario, Canada
$73K – – –
MFM
1875
MD Financial Management
Ontario, Canada
$72K +$72K +1,080 New
73 74
75
76 77