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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
H
501
HoyleCohen
California
$3.23M +$234K +8,300 +6%
RJT
502
Raymond James Trust
Florida
$3.18M -$94.4K -3,350 -2%
MC
503
Moors & Cabot
Massachusetts
$3.18M +$1.5M +53,390 +66%
BBWA
504
Bell & Brown Wealth Advisors
California
$3.1M -$27.6K -980 -0.9%
OWD
505
Osborn Williams & Donohoe
Ohio
$3.09M +$436K +15,490 +14%
TC
506
Telemus Capital
Michigan
$3.08M +$8.45K +300 +0.3%
EI
507
EDMP Inc
Florida
$3.08M +$158K +5,600 +5%
CB
508
Commerce Bank
Missouri
$3.07M +$789K +28,000 +28%
TPCW
509
TD Private Client Wealth
New York
$3.04M +$71K +2,520 +2%
FA
510
FDx Advisors
Illinois
$3.04M +$1.26M +44,760 +54%
DADC
511
D.A. Davidson & Co
Montana
$3.01M +$1.3M +46,150 +57%
LSA
512
L & S Advisors
California
$3.01M -$6.07M -215,600 -63%
WCA
513
Westover Capital Advisors
Delaware
$3M -$17.7K -630 -0.5%
CCM
514
Cadence Capital Management
Massachusetts
$3M +$512K +18,190 +17%
William Blair & Company
515
William Blair & Company
Illinois
$2.99M +$293K +10,400 +9%
EAM
516
Eagle Asset Management
Florida
$2.97M -$512K -18,180 -13%
MNG
517
Manning & Napier Group
New York
$2.94M -$26M -923,890 -88%
WCA
518
Windsor Creek Advisors
Vermont
$2.93M +$225K +8,000 +7%
PAG
519
Private Advisor Group
New Jersey
$2.93M +$931K +33,040 +36%
AR
520
Advisory Research
Illinois
$2.91M +$3.15M +111,760 +1,003%
DT
521
Diversified Trust
Tennessee
$2.91M +$1.49M +52,840 +76%
BRWA
522
B. Riley Wealth Advisors
Florida
$2.9M +$1.48M +52,590 +76%
KRSITF
523
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.85M +$740K +26,280 +28%
CP
524
Cumberland Partners
Ontario, Canada
$2.82M +$134K +4,750 +4%
JWM
525
Jackson Wealth Management
Florida
$2.82M +$2.88M +102,290 New

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.