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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
1
Morgan Stanley
New York
$2.92B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.71B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.02B
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$501M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$2.95B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$15.2B
2
Capital International Investors
2
Capital International Investors
California
$21.2B
3
Bank of America
3
Bank of America
North Carolina
$5.23B
4
Capital World Investors
4
Capital World Investors
California
$25.3B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$699M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1876
Janiczek Wealth Management
Colorado
$69K +$25.2K +380 +58%
FFWM
1877
Future Financial Wealth Management
Ohio
$69K +$69K +1,040 New
PCC
1878
Park Circle Company
Maryland
$67K – – –
HFA
1879
HC Financial Advisors
California
$67K – – –
FFC
1880
First Financial Corp
Indiana
$67K – – –
NSIM
1881
North Star Investment Management
Illinois
$67K +$14.6K +220 +28%
TSWM
1882
Tyler-Stone Wealth Management
Ohio
$67K +$67K +1,000 New
SC
1883
Stephens Consulting
Michigan
$66.5K +$66.5K +1,000 New
CH
1884
Canton Hathaway
Rhode Island
$66K – – –
T2I
1885
Turim 21 Investimentos
Brazil
$63K +$63K +940 New
BFC
1886
Bedel Financial Consulting
Indiana
$62K +$16K +240 +35%
HWA
1887
Heritage Wealth Advisors
Virginia
$61K – – –
CHA
1888
Carmichael Hill & Associates
Maryland
$60K +$13.3K +200 +29%
DWA
1889
Delos Wealth Advisors
Texas
$57K +$57K +850 New
SPWG
1890
Sage Private Wealth Group
Illinois
$56K – – –
ACA
1891
Atlas Capital Advisors
Wyoming
$53.9K – – –
DI
1892
Disciplined Investments
Oklahoma
$53K +$53K +800 New
GLLW
1893
Graves Light Lenhart Wealth
Virginia
$52K +$52K +780 New
BDWM
1894
Brewin Dolphin Wealth Management
Ireland
$51K – – –
WAS
1895
Winch Advisory Services
Wisconsin
$51K +$662 +10 +1%
DAC
1896
Dividend Assets Capital
South Carolina
$50K – – –
CHC
1897
City Holding Co
West Virginia
$50K – – –
NF
1898
Norwood Financial
Pennsylvania
$50K +$50K +750 New
AIL
1899
AGF Investments LLC
Ontario, Canada
$48K -$2K -30 -4%
RG
1900
Retirement Group
California
$48K +$8.83K +300 +23%
74 75
76
77 78