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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
AGC
601
Angelo Gordon & Co
New York
$1.81M +$2.15M +76,250 New
JIC
602
Johnson Investment Counsel
Ohio
$1.79M -$280K -9,940 -12%
PAI
603
Pittenger & Anderson Inc
Nebraska
$1.78M +$310K +11,000 +17%
MC
604
Middleton & Co
Massachusetts
$1.77M +$127K +4,500 +6%
AIA
605
Affinity Investment Advisors
California
$1.77M +$220K +7,800 +12%
LIA
606
LS Investment Advisors
Michigan
$1.77M -$191K -6,770 -8%
WOC
607
West Oak Capital
California
$1.76M -$37.8K -1,340 -2%
IA
608
Icon Advisers
Colorado
$1.75M
SWM
609
SeaCrest Wealth Management
New York
$1.74M +$58.9K +2,090 +3%
CA
610
Commerzbank Aktiengesellschaft
Germany
$1.73M -$15M -532,820 -88%
ACC
611
Accident Compensation Corp
New Zealand
$1.73M +$930K +33,000 +83%
Neuberger Berman Group
612
Neuberger Berman Group
New York
$1.72M -$43.5M -1,544,250 -96%
HCA
613
Harbour Capital Advisors
Virginia
$1.7M +$18K +640 +0.9%
FRA
614
Front Row Advisors
California
$1.7M +$227K +8,050 +15%
AWM
615
Avitas Wealth Management
California
$1.69M -$1.53M -54,230 -43%
ACM
616
AlphaCrest Capital Management
New York
$1.69M -$850K -30,180 -30%
CAN
617
Cetera Advisor Networks
California
$1.69M -$333K -11,810 -14%
RWM
618
RBA Wealth Management
California
$1.67M -$184K -6,540 -9%
AAP
619
Aristotle Atlantic Partners
Florida
$1.67M +$140K +4,960 +8%
HCA
620
Horan Capital Advisors
Ohio
$1.65M -$19.4K -690 -1%
HAS
621
HBW Advisory Services
California
$1.64M +$1.92M +68,110 New
FFA
622
First Foundation Advisors
California
$1.64M +$77.8K +2,760 +4%
GC
623
Grimes & Company
Massachusetts
$1.64M +$181K +6,420 +10%
LF
624
Lee Financial
Texas
$1.63M +$455K +16,140 +31%
Koshinski Asset Management
625
Koshinski Asset Management
Illinois
$1.63M +$18.9K +670 +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.