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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
DF
601
Donoghue Forlines
Massachusetts
$4.45M +$1.34M +28,920 +43%
KCM
602
Karp Capital Management
California
$4.44M +$477K +10,310 +12%
FFWA
603
FRG Family Wealth Advisors
Washington
$4.44M +$162K +3,510 +4%
CQS
604
Credential Qtrade Securities
$4.43M +$83.7K +1,810 +2%
BAM
605
Blueshift Asset Management
New Jersey
$4.43M +$4.41M +95,450 New
UR
606
USCA RIA
Texas
$4.42M +$3.09M +66,750 +233%
EFM
607
E Fund Management
China
$4.42M +$4.41M +95,330 New
MYAM
608
Meiji Yasuda Asset Management
Japan
$4.41M +$718K +15,530 +20%
WMSA
609
Weiss Multi-Strategy Advisers
New York
$4.41M -$4.23M -91,460 -49%
WAM
610
World Asset Management
Michigan
$4.4M -$306K -6,610 -6%
VWA
611
Visionary Wealth Advisors
Illinois
$4.39M -$824K -17,810 -16%
BIM
612
Baldwin Investment Management
Pennsylvania
$4.38M -$35.1K -760 -0.8%
EI
613
EDMP Inc
Florida
$4.37M -$179K -3,870 -4%
QI
614
QS Investors
New York
$4.34M -$161K -3,480 -4%
MFAM
615
Motley Fool Asset Management
Virginia
$4.34M +$44.4K +960 +1%
SAM
616
Sycomore Asset Management
France
$4.32M -$1.02M -22,100 -19%
TPCW
617
TD Private Client Wealth
New York
$4.32M -$1.04M -22,520 -19%
BIMC
618
Benson Investment Management Company
Virginia
$4.31M -$16.2K -350 -0.4%
Fidelity International
619
Fidelity International
Bermuda
$4.3M +$4.29M +92,740 +231,850%
WANY
620
Wealthspire Advisors (New York)
New York
$4.3M +$1.78M +38,460 +71%
ACM
621
AlphaCrest Capital Management
New York
$4.29M +$3.39M +73,230 +378%
ANBT
622
American National Bank & Trust
Texas
$4.26M -$5.14M -111,170 -55%
IPW
623
IronBridge Private Wealth
Texas
$4.25M +$4.23M +91,580 New
MWM
624
Marietta Wealth Management
Georgia
$4.24M +$395K +8,550 +10%
BHWA
625
Beacon Harbor Wealth Advisors
Virginia
$4.22M +$389K +8,420 +10%

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.