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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
Bank Julius Baer & Co
401
Bank Julius Baer & Co
Switzerland
$11.7M +$379K +8,200 +3%
Brown Advisory
402
Brown Advisory
Maryland
$11.5M -$15.7K -340 -0.1%
WAS
403
WESPAC Advisors SoCal
California
$11.4M -$32.8K -710 -0.3%
RJT
404
Raymond James Trust
Florida
$11.4M +$763K +16,500 +7%
OC
405
Oppenheimer & Co
New York
$11.3M +$889K +19,230 +9%
AIP
406
ARS Investment Partners
New York
$11.3M -$35.1K -760 -0.3%
AB
407
Amalgamated Bank
New York
$11.3M -$512K -11,080 -4%
BAM
408
Bruderman Asset Management
New York
$11.2M +$285K +6,170 +3%
PAG
409
Private Advisor Group
New Jersey
$11.2M +$849K +18,360 +8%
KRS
410
Kentucky Retirement Systems
Kentucky
$11.1M +$925 +20 +0%
SF
411
Synovus Financial
Georgia
$11.1M +$1.07M +23,180 +11%
OPCM
412
Osborne Partners Capital Management
California
$11.1M +$412K +8,910 +4%
NCM
413
Novare Capital Management
North Carolina
$11M -$199K -4,310 -2%
AWCI
414
Alpine Woods Capital Investors
New York
$11M -$179K -3,870 -2%
CIG
415
Consolidated Investment Group
Colorado
$11M
CSS
416
Cubist Systematic Strategies
Connecticut
$10.9M -$6.44M -139,240 -37%
PI
417
PEAK6 Investments
Illinois
$10.9M +$10.8M +234,570 New
TAM
418
Tocqueville Asset Management
New York
$10.9M +$646K +13,970 +6%
GI
419
Gradient Investments
Minnesota
$10.9M -$2.24M -48,420 -17%
FNBOO
420
First National Bank of Omaha
Nebraska
$10.8M +$93.4K +2,020 +0.9%
KMC
421
Kirr Marbach & Co
Indiana
$10.7M -$223K -4,820 -2%
LW
422
Linscomb Wealth
Texas
$10.7M +$112K +2,420 +1%
PWAG
423
Polaris Wealth Advisory Group
California
$10.7M +$10.2M +219,660 New
ECG
424
Edge Capital Group
Georgia
$10.6M -$1.57M -33,930 -13%
AIP
425
Ameritas Investment Partners
Nebraska
$10.6M -$61.5K -1,330 -0.6%

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.