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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
RIL
751
Rothschild Investment LLC
Illinois
$921K +$8.45K +300 +0.8%
WHG
752
Westwood Holdings Group
Texas
$921K +$230K +8,180 +27%
SFS
753
Sowell Financial Services
Arkansas
$919K +$28.7K +1,020 +3%
IWM
754
IHT Wealth Management
Illinois
$918K +$152K +5,410 +16%
CAPTRUST Financial Advisors
755
CAPTRUST Financial Advisors
North Carolina
$908K -$1.85M -65,730 -62%
SVWAG
756
Sound View Wealth Advisors Group
Georgia
$904K +$319K +11,310 +42%
WAM
757
Wealthspire Advisors (Maryland)
Maryland
$897K +$172K +6,100 +19%
ADL
758
Asset Dedication LLC
California
$892K +$233K +8,280 +28%
CQS
759
Credential Qtrade Securities
$881K +$1.05M +37,140 New
SACTSONJ
760
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$877K
HSA
761
HBK Sorce Advisory
Pennsylvania
$876K +$120K +4,270 +13%
SS
762
Sunbelt Securities
Texas
$875K -$68.2K -2,420 -6%
LB
763
Legacy Bridge
Iowa
$871K +$999K +35,450 +2,727%
IA
764
IFG Advisory
Georgia
$869K +$603K +21,400 +140%
KIA
765
KCM Investment Advisors
California
$861K -$1.97K -70 -0.2%
IB
766
Intrust Bank
Kansas
$860K -$406K -14,400 -28%
WS
767
Wedbush Securities
California
$857K +$276K +9,810 +37%
EIM
768
Essex Investment Management
Massachusetts
$857K +$902K +32,000 +771%
SP
769
SWS Partners
Ohio
$857K +$1.02M +36,140 New
BP
770
Ballentine Partners
Massachusetts
$851K +$544K +19,320 +117%
SIP
771
Stoneridge Investment Partners
Pennsylvania
$848K
LOAME
772
Lombard Odier Asset Management (Europe)
United Kingdom
$846K -$176K -6,250 -15%
IA
773
IFP Advisors
Florida
$845K -$1.8M -63,740 -65%
DC
774
DeDora Capital
California
$833K -$19.4K -690 -2%
BAAM
775
Baker Avenue Asset Management
California
$814K -$679K -24,090 -41%

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.