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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
GAG
651
GM Advisory Group
New York
$3.85M -$252K -5,450 -6%
EI
652
Ethic Inc
New York
$3.81M +$1.26M +27,220 +49%
PAI
653
Pittenger & Anderson Inc
Nebraska
$3.81M
DY
654
Dowling & Yahnke
California
$3.78M +$59.2K +1,280 +2%
BAM
655
Belpointe Asset Management
Nevada
$3.77M -$454K -9,820 -11%
AT
656
Arden Trust
Delaware
$3.75M -$248K -5,370 -6%
VLC
657
Van Leeuwen & Company
New Jersey
$3.73M +$131K +2,840 +4%
DWM
658
Dakota Wealth Management
Florida
$3.71M +$190K +4,100 +5%
SRSA
659
S.R. Schill & Associates
Washington
$3.71M +$124K +2,690 +3%
KFBMI
660
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.71M
CS
661
Comerica Securities
Michigan
$3.7M +$60.6K +1,310 +2%
Two Sigma Advisers
662
Two Sigma Advisers
New York
$3.69M -$6.8M -147,000 -65%
RCIM
663
Red Cedar Investment Management
Michigan
$3.67M -$37.9K -820 -1%
Koshinski Asset Management
664
Koshinski Asset Management
Illinois
$3.66M +$28.2K +610 +0.8%
BWAM
665
Boyd Watterson Asset Management
Ohio
$3.63M +$8.79K +190 +0.2%
CS
666
Cannell & Spears
New York
$3.62M -$2.3M -49,660 -39%
LMIM
667
Lockheed Martin Investment Management
Maryland
$3.62M -$2.22M -48,000 -38%
Capstone Investment Advisors
668
Capstone Investment Advisors
New York
$3.6M -$2.81M -60,790 -44%
V
669
Veritable
Delaware
$3.6M -$118K -2,560 -3%
KWM
670
Kingsview Wealth Management
Oregon
$3.57M +$38.8K +840 +1%
APA
671
American Portfolios Advisors
New York
$3.56M +$1.03M +22,350 +41%
NIA
672
Northstar Investment Advisors
Colorado
$3.55M +$3.54M +76,650 New
GC
673
Grimes & Company
Massachusetts
$3.55M +$48.1K +1,040 +1%
GT
674
Greenleaf Trust
Michigan
$3.54M +$435K +9,410 +14%
GIM
675
Goelzer Investment Management
Indiana
$3.53M -$188K -4,060 -5%

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.