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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
CWA
476
Carolina Wealth Advisors
South Carolina
$3.66M +$479K +16,990 +12%
Arrowstreet Capital
477
Arrowstreet Capital
Massachusetts
$3.65M -$16.4M -582,100 -79%
MML Investors Services
478
MML Investors Services
Massachusetts
$3.59M -$221K -7,840 -5%
Bank Julius Baer & Co
479
Bank Julius Baer & Co
Switzerland
$3.58M +$4.26M +151,100 New
OCMI
480
Oaktop Capital Management II
New Jersey
$3.56M +$4.23M +150,000 New
SSWM
481
Smith Salley Wealth Management
North Carolina
$3.53M -$198K -7,030 -5%
SICM
482
Sustainable Insight Capital Management
New York
$3.5M +$1.54M +54,690 +59%
SAM
483
Selway Asset Management
$3.49M -$124K -4,400 -3%
RIM
484
Reliant Investment Management
Tennessee
$3.48M +$311K +11,050 +8%
AUB
485
Atlantic Union Bankshares
Virginia
$3.47M +$566K +20,100 +16%
PL
486
Perpetual Ltd
Australia
$3.46M +$3.28M +116,290 +394%
LS
487
Livforsakringsbolaget Skandia
Sweden
$3.42M +$366K +13,000 +10%
Man Group
488
Man Group
United Kingdom
$3.41M -$19.5M -693,610 -83%
FBT
489
First Bankers Trust
Kentucky
$3.4M +$216K +7,670 +6%
BFPW
490
BOK Financial Private Wealth
Colorado
$3.4M -$2.5M -88,730 -38%
MAM
491
Meeder Asset Management
Ohio
$3.38M -$5.29M -187,640 -57%
SC
492
Slow Capital
California
$3.37M -$48.2K -1,710 -1%
Mercer Global Advisors
493
Mercer Global Advisors
Colorado
$3.37M +$259K +9,180 +7%
Connor, Clark & Lunn Investment Management (CC&L)
494
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.35M -$1.55M -55,150 -28%
AP
495
Appleton Partners
Massachusetts
$3.34M -$1.27M -45,130 -24%
JG
496
Jefferies Group
New York
$3.33M -$16.2M -573,500 -80%
IMOV
497
Investment Management of Virginia
Virginia
$3.31M +$2.13M +75,610 +118%
AC
498
Allstate Corporation
Illinois
$3.27M -$4.67M -165,930 -55%
NGA
499
Naples Global Advisors
Florida
$3.24M +$262K +9,310 +7%
Credit Agricole
500
Credit Agricole
France
$3.24M +$183K +6,500 +5%

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.