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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 %
WB
1926
West Bancorporation
Iowa
$29K +$29K +430 New
IAS
1927
IMA Advisory Services
Colorado
$28K – – –
BWA
1928
BDO Wealth Advisors
Florida
$28K – – –
GFPC
1929
Global Financial Private Client
Florida
$27.4K – – –
NSB
1930
Norway Savings Bank
Maine
$27K – – –
FWM
1931
Focused Wealth Management
New York
$27K – – –
CSB
1932
City State Bank
Iowa
$27K +$27K +400 New
SMG
1933
Spectrum Management Group
Indiana
$25K -$33.8K -500 -57%
ODG
1934
O'Dell Group
Ohio
$25K – – –
IRAG
1935
Investment Research & Advisory Group
Georgia
$25K +$25K +370 New
BBPWM
1936
Blue Bell Private Wealth Management
Pennsylvania
$25K +$25K +370 New
TWP
1937
TFO Wealth Partners
Ohio
$25K +$25K +410 New
ECM
1938
Estabrook Capital Management
New York
$24K +$24K +360 New
FPB
1939
First PREMIER Bank
South Dakota
$23K – – –
PK
1940
Pflug Koory
Nebraska
$23K – – –
JMF
1941
Johnson Midwest Financial
Iowa
$22K – – –
AA
1942
Addison Advisors
Vermont
$22K +$4K +60 +22%
SWA
1943
SOA Wealth Advisors
New York
$21K – – –
LWA
1944
Lowe Wealth Advisors
Maryland
$20K – – –
OCM
1945
Orion Capital Management
California
$20K – – –
FPFS
1946
First Personal Financial Services
North Carolina
$20K +$20K +300 New
FBT
1947
First Bank & Trust
South Dakota
$18K +$16K +240 +800%
COCM
1948
Charter Oak Capital Management
New Hampshire
$17K – – –
CSWM
1949
Cassady Schiller Wealth Management
Ohio
$17K +$17K +260 New
SC
1950
Schubert & Co
Texas
$17K +$17K +260 New
76 77
78
79 80