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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
LF
701
Lee Financial
Texas
$3.03M -$105K -2,280 -3%
IAA
702
Independent Advisor Alliance
North Carolina
$3.01M +$139K +3,010 +5%
IA
703
IFP Advisors
Florida
$3.01M -$291K -6,300 -9%
HWAM
704
Hennion & Walsh Asset Management
New Jersey
$3M +$3M +64,790 New
AAM
705
Aureus Asset Management
Massachusetts
$3M +$30.5K +660 +1%
OSAM
706
O'Shaughnessy Asset Management
Connecticut
$2.99M +$420K +9,080 +16%
LIA
707
LS Investment Advisors
Michigan
$2.98M -$351K -7,580 -11%
FHB
708
First Hawaiian Bank
Hawaii
$2.96M -$19K -410 -0.6%
CCT
709
Capital City Trust
Florida
$2.95M +$172K +3,710 +6%
BRWM
710
B. Riley Wealth Management
Tennessee
$2.94M +$88.8K +1,920 +3%
MPWT
711
MassMutual Private Wealth & Trust
Connecticut
$2.94M +$393K +8,500 +15%
HI
712
Human Investing
Oregon
$2.94M -$434K -9,390 -13%
GL
713
Graypoint LLC
New York
$2.94M -$302K -6,520 -9%
FRA
714
Front Row Advisors
California
$2.93M +$132K +2,860 +5%
MYLI
715
Meiji Yasuda Life Insurance
Japan
$2.92M -$121K -2,610 -4%
TCA
716
Transcend Capital Advisors
New Jersey
$2.9M -$98K -2,120 -3%
ISWM
717
Independent Solutions Wealth Management
New York
$2.9M +$447K +9,670 +18%
Two Sigma Investments
718
Two Sigma Investments
New York
$2.89M +$2.88M +62,370 New
NEI
719
Northwest & Ethical Investments
Ontario, Canada
$2.88M +$2.88M +62,200 New
CCM
720
Canal Capital Management
Virginia
$2.88M +$172K +3,710 +6%
ZIG
721
Zurich Insurance Group
Switzerland
$2.88M
SPC
722
Sigma Planning Corp
Michigan
$2.87M +$118K +2,560 +4%
WWM
723
Western Wealth Management
Colorado
$2.85M +$362K +7,820 +15%
PG
724
Pendal Group
Australia
$2.84M -$5.94M -128,460 -68%
DAM
725
Doheny Asset Management
California
$2.83M +$1.15M +24,800 +68%

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.