AVGO icon

Broadcom
AVGO

Overview Fund Activity

1,682 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, 751 increasing their positions, 590 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,682
Holders Change
+57
Holders Change %
+3.51%
% of All Funds
29.62%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.5%
New
165
Increased
751
Reduced
590
Closed
93
Calls
$2.14B
Puts
$3.48B
Net Calls
-$1.33B
Net Calls Change
+$716M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B
2
Charles Schwab
Charles Schwab
California
+$894M
3
BlackRock
BlackRock
New York
+$582M
4
GQG Partners
GQG Partners
Florida
+$361M
5
Franklin Resources
Franklin Resources
California
+$270M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
2
Citadel Advisors
Citadel Advisors
Florida
-$399M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$268M
4
CS
Credit Suisse
Switzerland
-$231M
5
EIP
Epoch Investment Partners
New York
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
676
SeaCrest Wealth Management
New York
$3.44M -$80.7K -1,740 -2%
CBB
677
Citizens Business Bank
California
$3.44M +$246K +5,310 +8%
MC
678
Middleton & Co
Massachusetts
$3.43M -$8.35K -180 -0.2%
1WA
679
180 Wealth Advisors
Washington
$3.41M +$208K +4,620 +7%
RWB
680
RMR Wealth Builders
New Jersey
$3.41M -$8.35K -180 -0.2%
HAS
681
HBW Advisory Services
California
$3.4M +$54.8K +1,530 +2%
HCA
682
Harbour Capital Advisors
Virginia
$3.36M +$3.36M +72,450 New
HCA
683
Horan Capital Advisors
Ohio
$3.35M +$31.1K +670 +0.9%
CIAS
684
Capital Investment Advisory Services
North Carolina
$3.32M -$304K -6,560 -8%
OIA
685
Optimum Investment Advisors
Illinois
$3.32M -$62.1K -1,340 -2%
LP
686
LMR Partners
United Kingdom
$3.3M +$3.3M +71,060 New
QIM
687
Quantitative Investment Management
Virginia
$3.28M +$3.28M +70,800 New
WOC
688
West Oak Capital
California
$3.28M -$37.1K -800 -1%
VFA
689
Valeo Financial Advisors
Indiana
$3.24M +$70K +1,510 +2%
TAM
690
Tealwood Asset Management
Minnesota
$3.22M -$300K -6,470 -9%
PPWP
691
Proquility Private Wealth Partners
Nevada
$3.22M +$414K +8,920 +15%
MFG
692
MidWestOne Financial Group
Iowa
$3.2M +$358K +7,720 +13%
FMI
693
F/M Investments
District of Columbia
$3.17M +$221K +4,770 +8%
VVP
694
Venture Visionary Partners
Ohio
$3.09M +$528K +11,380 +21%
CWG
695
Cornerstone Wealth Group
North Carolina
$3.08M -$5.06K -110 -0.2%
LF
696
Lee Financial
Texas
$3.03M -$106K -2,280 -3%
IAA
697
Independent Advisor Alliance
North Carolina
$3.01M +$140K +3,010 +5%
IA
698
IFP Advisors
Florida
$3.01M -$292K -6,300 -9%
HWAM
699
Hennion & Walsh Asset Management
New Jersey
$3M +$3M +64,790 New
AAM
700
Aureus Asset Management
Massachusetts
$3M +$30.6K +660 +1%
26 27
28
29 30