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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
PIMJS
451
PKO Investment Management Joint-Stock
Poland
$4.18M
PFM
452
Parsec Financial Management
North Carolina
$4.18M +$700K +24,850 +16%
SC
453
Stralem & Co
New York
$4.17M -$317K -11,250 -6%
AF
454
Alerus Financial
North Dakota
$4.16M +$254K +9,030 +5%
KM
455
Kalos Management
Georgia
$4.14M -$134K -4,750 -3%
CCM
456
Copeland Capital Management
Pennsylvania
$4.11M -$1.76M -62,300 -26%
AGAM
457
Avalon Global Asset Management
California
$4.1M +$592K +21,000 +14%
HW
458
Hancock Whitney
Mississippi
$4.09M +$1.71M +60,770 +54%
PCIA
459
Prime Capital Investment Advisors
Kansas
$4.07M +$465K +16,510 +11%
TAM
460
Tocqueville Asset Management
New York
$4.04M +$4.8M +170,480 New
AIM
461
Aurora Investment Managers
Florida
$4.01M +$4.77M +169,360 New
LSERS
462
Louisiana State Employees Retirement System
Louisiana
$4.01M -$535K -19,000 -10%
AAF
463
Andra AP-fonden
Sweden
$3.96M +$1.38M +49,000 +42%
HVIA
464
Hudson Valley Investment Advisors
New York
$3.95M -$21.4K -760 -0.5%
Kovitz Investment Group Partners
465
Kovitz Investment Group Partners
Illinois
$3.92M +$1.7M +60,260 +57%
PIM
466
Penobscot Investment Management
Massachusetts
$3.92M -$114K -4,050 -2%
WJWM
467
Williams Jones Wealth Management
New York
$3.9M +$268K +9,530 +6%
DBT
468
Dubuque Bank & Trust
Iowa
$3.89M -$176K -6,240 -4%
MAM
469
Madison Asset Management
Wisconsin
$3.85M -$5.43M -192,700 -54%
FVWA
470
Foster Victor Wealth Advisors
South Carolina
$3.83M +$1.08M +38,440 +33%
PCM
471
Penserra Capital Management
California
$3.75M +$508K +18,020 +15%
WAM
472
World Asset Management
Michigan
$3.72M -$3.28M -116,410 -43%
CCP
473
Cardan Capital Partners
Colorado
$3.71M -$115K -4,070 -3%
GLA
474
Great Lakes Advisors
Illinois
$3.7M +$2.7M +95,690 +158%
SDIC
475
South Dakota Investment Council
South Dakota
$3.69M +$51.8K +1,840 +1%

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.