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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
RSC
676
Red Spruce Capital
Pennsylvania
$1.27M +$20.6K +730 +1%
ACM
677
Ativo Capital Management
Illinois
$1.27M -$100K -3,550 -6%
CIP
678
Convergence Investment Partners
Florida
$1.26M -$93.8K -3,330 -6%
MF
679
MHI Funds
New York
$1.26M -$850K -30,160 -36%
GT
680
Greenleaf Trust
Michigan
$1.26M -$184K -6,540 -11%
IC
681
IEQ Capital
California
$1.25M +$120K +4,250 +9%
TI
682
Trexquant Investment
Connecticut
$1.24M -$9.97M -353,950 -87%
CIP
683
Chartwell Investment Partners
Pennsylvania
$1.24M -$71.8K -2,550 -5%
Lido Advisors
684
Lido Advisors
California
$1.24M -$7.89K -280 -0.5%
PAMG
685
Patton Albertson Miller Group
Tennessee
$1.24M -$35.8K -1,270 -2%
BWAM
686
Boyd Watterson Asset Management
Ohio
$1.24M +$53.8K +1,910 +4%
WCM
687
Wunderlich Capital Managemnt
Tennessee
$1.23M -$41.1K -1,460 -3%
RFA
688
Reilly Financial Advisors
California
$1.23M +$1.4M +49,850 +2,610%
IMRF
689
Illinois Municipal Retirement Fund
Illinois
$1.23M -$332K -11,800 -19%
SGCA
690
Steel Grove Capital Advisors
Tennessee
$1.22M -$15.5K -550 -1%
HIP
691
Harrell Investment Partners
Texas
$1.21M +$149K +5,280 +12%
Bessemer Group
692
Bessemer Group
New Jersey
$1.2M -$13.2M -470,280 -90%
BS
693
Boenning & Scattergood
Pennsylvania
$1.2M +$341K +12,090 +31%
ACM
694
Ategra Capital Management
Virginia
$1.2M +$1.43M +50,620 New
Massachusetts Financial Services
695
Massachusetts Financial Services
Massachusetts
$1.2M +$37.8K +1,340 +3%
LTI
696
Laffer Tengler Investments
Tennessee
$1.2M +$76.3K +2,710 +6%
SRSA
697
S.R. Schill & Associates
Washington
$1.2M +$238K +8,450 +20%
KA
698
Kintegral Advisory
New York
$1.2M +$159K +5,650 +13%
KWM
699
Kingsview Wealth Management
Oregon
$1.19M -$2.76M -98,000 -66%
CG
700
Colony Group
Massachusetts
$1.18M -$695K -24,670 -33%

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.