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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
SWP
626
Stratos Wealth Partners
Ohio
$1.63M +$903K +32,040 +88%
MIH
627
Meitav Investment House
Israel
$1.61M -$662K -23,510 -26%
MWM
628
Minot Wealth Management
Massachusetts
$1.6M +$1.91M +67,640 New
OFG
629
OmniStar Financial Group
North Carolina
$1.6M +$41.4K +1,470 +2%
VIA
630
Vident Investment Advisory
Georgia
$1.6M +$1.47M +52,340 +342%
Cetera Investment Advisers
631
Cetera Investment Advisers
Illinois
$1.6M +$278K +9,870 +17%
Wealthfront Advisers
632
Wealthfront Advisers
California
$1.6M -$1.48M -52,440 -44%
WI
633
WrapManager Inc
California
$1.6M -$322K -11,420 -14%
AWM
634
AE Wealth Management
Kansas
$1.58M +$672K +23,870 +56%
SCA
635
Snowden Capital Advisors
New York
$1.56M +$75.8K +2,690 +4%
BAM
636
Belpointe Asset Management
Nevada
$1.54M +$439K +15,600 +32%
SFA
637
Souders Financial Advisors
Ohio
$1.53M +$1.82M +64,760 New
AAS
638
Avantax Advisory Services
Texas
$1.53M +$14.7K +520 +0.8%
SIA
639
SeaBridge Investment Advisors
New Jersey
$1.52M +$158K +5,620 +10%
BRWM
640
B. Riley Wealth Management
Tennessee
$1.51M +$220K +7,800 +14%
BWM
641
BerganKDV Wealth Management
Minnesota
$1.51M +$170K +6,020 +10%
Carson Wealth (CWM LLC)
642
Carson Wealth (CWM LLC)
Nebraska
$1.51M
PP
643
Paloma Partners
Connecticut
$1.51M -$4.35M -154,260 -71%
SCA
644
Sage Capital Advisors
South Dakota
$1.5M +$1.78M +63,200 New
Two Sigma Advisers
645
Two Sigma Advisers
New York
$1.49M +$1.77M +63,000 New
MA
646
Mutual Advisors
Nebraska
$1.49M +$420K +14,900 +31%
WANY
647
Wealthspire Advisors (New York)
New York
$1.49M +$1.28M +45,420 +263%
SCP
648
Syntal Capital Partners
Texas
$1.48M +$839K +29,790 +92%
APA
649
American Portfolios Advisors
New York
$1.46M -$147K -5,220 -8%
MA
650
MUFG Americas
New York
$1.46M +$1.5M +53,160 +638%

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.