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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 %
SIS
1901
Sound Income Strategies
Florida
$47K – – –
VCM
1902
Vigilant Capital Management
Maine
$44K – – –
FCT
1903
First Community Trust
Iowa
$43.3K +$43.3K +650 New
HWA
1904
HHM Wealth Advisors
Tennessee
$43K – – –
HFS
1905
HBC Financial Services
Washington
$43K – – –
TCWM
1906
Total Clarity Wealth Management
Illinois
$43K +$6.62K +100 +18%
JWA
1907
JFS Wealth Advisors
Pennsylvania
$42K -$16.7K -250 -28%
VRS
1908
Virginia Retirement Systems
Virginia
$41.8K +$29.8K +448,000 +249%
HL
1909
Harding Loevner
New Jersey
$41K -$96.5K -1,460 -70%
AWMS
1910
Advocacy Wealth Management Services
Georgia
$41K – – –
JRFS
1911
James Reed Financial Services
Ohio
$40K +$40K +610 New
WPWM
1912
Western Pacific Wealth Management
Illinois
$38K +$38K +580 New
TFM
1913
TFC Financial Management
Massachusetts
$37K – – –
TJHA
1914
Thomas J. Herzfeld Advisors
Florida
$35K – – –
CWM
1915
Cranbrook Wealth Management
Michigan
$35K – – –
MWM
1916
Mascoma Wealth Management
New Hampshire
$35K – – –
GWMIA
1917
Global Wealth Management Investment Advisory
Florida
$33K – – –
RIM
1918
Rockbridge Investment Management
New York
$33K – – –
AFS
1919
Annapolis Financial Services
Maryland
$33K – – –
TCWA
1920
Ten Capital Wealth Advisors
Washington
$33K +$20.2K +300 +158%
TFGT
1921
TS Financial Group (TSFG)
Illinois
$32K -$2.67K -40 -8%
TCM
1922
TD Capital Management
Tennessee
$32K – – –
JFA
1923
JNBA Financial Advisors
Minnesota
$31K +$17.8K +270 +135%
CCMW
1924
Cypress Capital Management (Wyoming)
Wyoming
$30K – – –
SFA
1925
Semmax Financial Advisors
North Carolina
$29K +$21.8K +330 +300%
75 76
77
78 79