We are live on ! Find out more
AVGO icon

Broadcom

1,691 hedge funds and large institutions have $156B invested in Broadcom in 2021 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 755 increasing their positions, 592 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 94

28% more repeat investments, than reductions

Existing positions increased: 755 | Existing positions reduced: 592

10.13% more ownership

Funds ownership: 819.05%829.17% (+10%)

7% more capital invested

Capital invested by funds: $147B → $156B (+$9.59B)

3% more funds holding

Funds holding: 1,6351,691 (+56)

2% less funds holding in top 10

Funds holding in top 10: 8785 (-2)

38% less call options, than puts

Call options by funds: $2.14B | Put options by funds: $3.48B

Holders
1,691
Holders Change
+56
Holders Change %
+3.43%
% of All Funds
29.69%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
1.49%
New
165
Increased
755
Reduced
592
Closed
94
Calls
$2.14B
Puts
$3.48B
Net Calls
-$1.33B
Net Calls Change
+$716M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
376
Brinker Capital Investments
Pennsylvania
$13.3M -$821K -17,750 -6%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$13.2M +$1.11M +23,900 +9%
Jane Street
378
Jane Street
New York
$13.2M -$3.1M -67,060 -19%
ERIM
379
Eagle Ridge Investment Management
Connecticut
$13.2M +$182K +3,940 +1%
CGH
380
Crossmark Global Holdings
Texas
$12.9M +$306K +6,610 +2%
William Blair & Company
381
William Blair & Company
Illinois
$12.9M +$2.98M +64,390 +30%
FT
382
Fiduciary Trust
Massachusetts
$12.8M -$1.15M -24,920 -8%
PCM
383
Penserra Capital Management
California
$12.7M +$1.22M +26,390 +11%
PP
384
Prudential plc
United Kingdom
$12.7M -$65M -1,405,200 -84%
AI
385
Atria Investments
North Carolina
$12.7M +$912K +19,720 +8%
Cambridge Investment Research Advisors
386
Cambridge Investment Research Advisors
Iowa
$12.7M +$1.75M +37,870 +16%
VV
387
Verity & Verity
South Carolina
$12.5M +$6.02M +130,150 +93%
Marshall Wace
388
Marshall Wace
United Kingdom
$12.4M -$14.4M -311,830 -54%
VAS
389
Vestmark Advisory Solutions
Massachusetts
$12.4M -$149K -3,230 -1%
EIA
390
Edgemoor Investment Advisors
Maryland
$12.3M -$21.7K -470 -0.2%
BCMO
391
Buckingham Capital Management (Ohio)
Ohio
$12.2M -$258K -5,580 -2%
GIM
392
Grassi Investment Management
California
$12.2M -$46.2K -1,000 -0.4%
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$12.1M +$298K +6,440 +3%
Credit Agricole
394
Credit Agricole
France
$12.1M +$1.74M +37,730 +17%
KAS
395
Kestra Advisory Services
Texas
$12M +$6.19M +133,860 +106%
NMERB
396
New Mexico Educational Retirement Board
New Mexico
$11.8M
CAM
397
ClariVest Asset Management
California
$11.8M -$738K -15,950 -6%
AIM
398
Arcadia Investment Management
Michigan
$11.7M -$1.03M -22,170 -8%
DADC
399
D.A. Davidson & Co
Montana
$11.7M +$887K +19,180 +8%
MC
400
Muhlenkamp & Co
Pennsylvania
$11.7M -$4.62K -100 -0%

AVGO Hedge Fund Activity: Q1 2021 in Review

1,691 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2021, worth a combined $156B — up 6.5% from $147B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new AVGO positions and 94 closed out — a net gain of 71 holders — while 755 added to existing stakes and 592 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.25B. The largest seller was Capital Research Global Investors, cutting an estimated $1.22B.

  • 1,691 institutional investors held Broadcom (AVGO) as of Q1 2021, up from 1,635 in Q4 2020.
  • Funds reported $156B of Broadcom stock for Q1 2021, up 6.5% quarter-over-quarter.
  • 165 funds opened new Broadcom positions in Q1 2021 and 94 closed out, a net change of +71 holders.
  • The largest Broadcom buyer in Q1 2021 was Vanguard Group, an estimated $1.25B added.
  • The largest Broadcom seller in Q1 2021 was Capital Research Global Investors, an estimated $1.22B sold.

Based on aggregated 13F filings for Q1 2021.