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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
Macquarie Group
26
Macquarie Group
Australia
$727M -$90.4M -1,955,960 -11%
UBS AM
27
UBS AM
Illinois
$721M +$55.3M +1,196,730 +8%
Deutsche Bank
28
Deutsche Bank
Germany
$719M +$113M +2,435,690 +19%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$699M +$2.27M +49,070 +0.3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$688M +$56.6M +1,224,540 +9%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$677M +$140M +3,020,180 +26%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$668M -$93.8M -2,028,480 -12%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$656M -$11M -238,870 -2%
PPA
34
Parametric Portfolio Associates
Washington
$580M +$29.7M +642,040 +5%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$554M -$7.17M -155,070 -1%
Barrow, Hanley, Mewhinney & Strauss
36
Barrow, Hanley, Mewhinney & Strauss
Texas
$551M -$45.7M -987,770 -8%
Goldman Sachs
37
Goldman Sachs
New York
$548M +$25.2M +545,970 +5%
Ninety One (UK)
38
Ninety One (UK)
United Kingdom
$530M +$8.24M +178,090 +2%
CCM
39
Cantillon Capital Management
New York
$516M -$19.3M -418,370 -4%
Franklin Resources
40
Franklin Resources
California
$512M +$269M +5,825,460 +111%
RJA
41
Raymond James & Associates
Florida
$503M +$36.1M +780,000 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
42
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$497M -$8.95M -193,570 -2%
AllianceBernstein
43
AllianceBernstein
Tennessee
$493M +$66.3M +1,434,510 +16%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$425M -$12.9M -279,980 -3%
FPA
45
First Pacific Advisors
California
$420M -$26.9M -580,660 -6%
Citigroup
46
Citigroup
New York
$416M +$121M +2,619,070 +41%
Barclays
47
Barclays
United Kingdom
$411M +$73.6M +1,592,440 +22%
CS
48
Credit Suisse
Switzerland
$410M -$230M -4,971,520 -36%
BG
49
Bahl & Gaynor
Ohio
$410M +$10.1M +217,370 +3%
EIP
50
Epoch Investment Partners
New York
$372M -$148M -3,197,500 -28%

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.