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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 %
MA
2051
MCF Advisors
Kentucky
– -$305K -6,300 Closed
BBA
2052
Braun-Bostich & Associates
Pennsylvania
– -$266K -5,480 Closed
GM
2053
Granger Management
New York
– -$260K -5,360 Closed
AP
2054
Adero Partners
California
– -$256K -5,270 Closed
RWMH
2055
Riverpoint Wealth Management Holdings
Illinois
– -$243K -5,000 Closed
CIM
2056
Chiron Investment Management
New York
– -$241K -4,980 Closed
AI
2057
ArchPoint Investors
Florida
– -$234K -4,820 Closed
AWAP
2058
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$227K -4,680 Closed
GA
2059
GFS Advisors
Texas
– -$218K -4,490 Closed
DCM
2060
Driehaus Capital Management
Illinois
– -$217K -4,480 Closed
OWA
2061
Outlook Wealth Advisors
Texas
– -$204K -4,210 Closed
BC
2062
Bartlett & Co
Ohio
– -$179K -3,690 Closed
BCWM
2063
Bartlett & Co Wealth Management
Ohio
– -$179K -3,690 Closed
NICM
2064
Neo Ivy Capital Management
New York
– -$113K -3,590 Closed
CDIA
2065
Capital Directions Investment Advisors
Georgia
– -$135K -2,780 Closed
WLPWM
2066
Walled Lake Planning & Wealth Management
Illinois
– -$129K -2,670 Closed
EWA
2067
Evolution Wealth Advisors
Florida
– -$93K -1,920 Closed
KIG
2068
Kowal Investment Group
Wisconsin
– -$92K -1,900 Closed
APWA
2069
Atlas Private Wealth Advisors
New Jersey
– -$62K -1,290 Closed
CI
2070
Cordant Inc
Oregon
– -$53K -1,100 Closed
RTL
2071
Red Tortoise LLC
Georgia
– -$47K -1,060 Closed
LWM
2072
Liberty Wealth Management
California
– -$32K -650 Closed
PWA
2073
Phoenix Wealth Advisors
North Carolina
– -$32K -650 Closed
DOA
2074
D'Orazio & Associates
Virginia
– -$28K -570 Closed
IRC
2075
Investors Research Corp
Georgia
– -$25K -510 Closed
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