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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
FFA
676
First Foundation Advisors
California
$3.52M +$135K +2,920 +4%
GAM
677
Garrison Asset Management
Arkansas
$3.49M +$15.7K +340 +0.5%
OLA
678
Oliver Luxxe Assets
New Jersey
$3.47M -$65.7K -1,420 -2%
AWM
679
Apollon Wealth Management
South Carolina
$3.47M +$2.41M +52,020 +228%
PFT
680
Providence First Trust
Arizona
$3.47M +$1.99M +43,040 +136%
SWM
681
SeaCrest Wealth Management
New York
$3.44M -$80.5K -1,740 -2%
CBB
682
Citizens Business Bank
California
$3.44M +$246K +5,310 +8%
MC
683
Middleton & Co
Massachusetts
$3.43M -$8.32K -180 -0.2%
1WA
684
180 Wealth Advisors
Washington
$3.41M +$214K +4,620 +7%
RWB
685
RMR Wealth Builders
New Jersey
$3.41M -$8.32K -180 -0.2%
HAS
686
HBW Advisory Services
California
$3.4M +$70.8K +1,530 +2%
HCA
687
Harbour Capital Advisors
Virginia
$3.36M +$3.35M +72,450 New
HCA
688
Horan Capital Advisors
Ohio
$3.35M +$31K +670 +0.9%
CIAS
689
Capital Investment Advisory Services
North Carolina
$3.32M -$303K -6,560 -8%
OIA
690
Optimum Investment Advisors
Illinois
$3.31M -$62K -1,340 -2%
LP
691
LMR Partners
United Kingdom
$3.29M +$3.29M +71,060 New
QIM
692
Quantitative Investment Management
Virginia
$3.28M +$3.27M +70,800 New
WOC
693
West Oak Capital
California
$3.28M -$37K -800 -1%
VFA
694
Valeo Financial Advisors
Indiana
$3.24M +$69.8K +1,510 +2%
TAM
695
Tealwood Asset Management
Minnesota
$3.22M -$299K -6,470 -9%
PPWP
696
Proquility Private Wealth Partners
Nevada
$3.22M +$412K +8,920 +15%
MFG
697
MidWestOne Financial Group
Iowa
$3.2M +$357K +7,720 +13%
FMI
698
F/M Investments
District of Columbia
$3.17M +$221K +4,770 +8%
VVP
699
Venture Visionary Partners
Ohio
$3.08M +$526K +11,380 +21%
CWG
700
Cornerstone Wealth Group
North Carolina
$3.08M -$5.09K -110 -0.2%

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.