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Broadcom

1,297 hedge funds and large institutions have $78.5B invested in Broadcom in 2020 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 590 increasing their positions, 474 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 474

4% less funds holding

Funds holding: 1,3521,297 (-55)

5.9% less ownership

Funds ownership: 835.91%830% (-5.9%)

16% less funds holding in top 10

Funds holding in top 10: 6454 (-10)

22% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 176

25% less capital invested

Capital invested by funds: $105B → $78.5B (-$26.6B)

32% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.99B

Holders
1,297
Holders Change
-55
Holders Change %
-4.07%
% of All Funds
28.58%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
1.19%
New
137
Increased
590
Reduced
474
Closed
176
Calls
$1.36B
Puts
$1.99B
Net Calls
-$627M
Net Calls Change
+$761M
Name Holding Trade Value Shares
Change
Change in
Stake
B
426
Barings
North Carolina
$4.79M +$488K +17,320 +9%
LBD
427
Landsberg Bennett & Dubbaneh
Florida
$4.73M +$944K +33,510 +20%
GWM
428
Geneos Wealth Management
Colorado
$4.71M +$87.9K +3,120 +2%
CTA
429
Chesley Taft & Associates
Illinois
$4.68M +$201K +7,150 +4%
ORI
430
Oak Ridge Investments
Illinois
$4.67M -$483K -17,160 -8%
SH
431
SeaTown Holdings
Singapore
$4.64M -$20.1M -712,300 -78%
VSWA
432
Vontobel Swiss Wealth Advisors
Switzerland
$4.63M +$5.5M +195,340 New
UF
433
Univest Financial
Pennsylvania
$4.59M -$1.11M -39,500 -17%
Jones Financial Companies
434
Jones Financial Companies
Missouri
$4.56M +$3.37M +119,670 +165%
CS
435
Cannell & Spears
New York
$4.56M +$5.41M +192,170 New
BFEC
436
Benjamin F. Edwards & Company
Missouri
$4.55M +$1.24M +43,970 +30%
OSNBOA
437
Old Second National Bank of Aurora
Illinois
$4.49M +$2.61M +92,790 +96%
PGAM
438
Princeton Global Asset Management
New Jersey
$4.49M +$626K +22,220 +13%
Lazard Asset Management
439
Lazard Asset Management
New York
$4.46M -$14.5M -514,080 -73%
SC
440
Scotia Capital
Ontario, Canada
$4.46M -$445K -15,780 -8%
TNB
441
TCF National Bank
South Dakota
$4.44M -$51.6K -1,830 -1%
BHA
442
Beech Hill Advisors
New York
$4.4M -$26.2K -930 -0.5%
SLI
443
Sumitomo Life Insurance
Japan
$4.39M +$362K +12,840 +7%
ASC
444
Atalanta Sosnoff Capital
New York
$4.37M +$5.2M +184,420 New
LW
445
Linscomb Wealth
Texas
$4.33M +$695K +24,680 +16%
SW
446
SteelPeak Wealth
California
$4.31M +$1.93M +68,650 +61%
TSW
447
Thompson Siegel & Walmsley
Virginia
$4.28M +$803K +28,500 +19%
VCA
448
Verdence Capital Advisors
Maryland
$4.28M +$1.24M +43,920 +32%
VFM
449
Viking Fund Management
North Dakota
$4.27M +$563K +20,000 +13%
SPIA
450
Steward Partners Investment Advisory
New York
$4.23M +$272K +9,660 +6%

AVGO Hedge Fund Activity: Q1 2020 in Review

1,297 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2020, worth a combined $78.5B — down 25% from $105B a quarter earlier.

Sellers outnumbered buyers: 176 funds closed out of AVGO and 137 opened new positions — a net loss of 39 holders — while 474 trimmed existing stakes and 590 added.

The largest buyer was Capital International Investors, adding an estimated $1.37B. The largest seller was Capital World Investors, cutting an estimated $1.48B.

  • 1,297 institutional investors held Broadcom (AVGO) as of Q1 2020, down from 1,352 in Q4 2019.
  • Funds reported $78.5B of Broadcom stock for Q1 2020, down 25% quarter-over-quarter.
  • 137 funds opened new Broadcom positions in Q1 2020 and 176 closed out, a net change of -39 holders.
  • The largest Broadcom buyer in Q1 2020 was Capital International Investors, an estimated $1.37B added.
  • The largest Broadcom seller in Q1 2020 was Capital World Investors, an estimated $1.48B sold.

Based on aggregated 13F filings for Q1 2020.