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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
WS
551
Wedbush Securities
California
$5.42M +$3.02M +65,390 +127%
DSC
552
Duncker Streett & Co
Missouri
$5.4M -$11.6K -250 -0.2%
RIG
553
Renaissance Investment Group
Massachusetts
$5.38M +$2.72M +58,830 +103%
IFG
554
Independent Financial Group
California
$5.35M +$876K +18,950 +20%
JGUA
555
John G. Ullman & Associates
New York
$5.34M -$62.4K -1,350 -1%
IWP
556
Icon Wealth Partners
Texas
$5.23M +$698K +15,090 +15%
OGC
557
Oak Grove Capital
New Hampshire
$5.22M -$41.6K -900 -0.8%
AWM
558
Avitas Wealth Management
California
$5.21M +$2.05M +44,240 +65%
BFPW
559
BOK Financial Private Wealth
Colorado
$5.21M -$58.3K -1,260 -1%
KPWS
560
Kestra Private Wealth Services
Texas
$5.19M +$53.6K +1,160 +1%
AP
561
Advisor Partners
California
$5.19M
FCH
562
Freestone Capital Holdings
Washington
$5.18M +$314K +6,780 +6%
JWM
563
Jackson Wealth Management
Florida
$5.15M -$22.7K -490 -0.4%
PI
564
PGGM Investments
Netherlands
$5.12M +$5.1M +110,350 New
CAN
565
Cetera Advisor Networks
California
$5.11M +$222K +4,800 +5%
KRSITF
566
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.1M +$15.3K +330 +0.3%
VPI
567
Value Partners Investments
Manitoba, Canada
$5.1M -$3.44M -74,290 -40%
AC
568
Allstate Corporation
Illinois
$5.08M +$352K +7,610 +7%
SWM
569
Spire Wealth Management
Virginia
$5.07M +$5.34M +115,500 New
JSC
570
Jackson Square Capital
California
$5.07M -$565K -12,210 -10%
BHA
571
Beech Hill Advisors
New York
$5.05M -$3.16M -68,400 -39%
AC
572
Asio Capital
Kentucky
$5.04M -$208K -4,490 -4%
HI
573
Harbour Investments
Wisconsin
$4.95M +$4.94M +106,850 New
SCP
574
Shorepoint Capital Partners
Massachusetts
$4.95M -$108K -2,330 -2%
EWM
575
Endurance Wealth Management
Rhode Island
$4.95M +$139K +3,000 +3%

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.