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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
SFM
801
Signet Financial Management
New Jersey
$737K -$157K -5,580 -17%
BPCA
802
Bank Pictet & Cie (Asia)
Singapore
$736K
MCM
803
Mork Capital Management
California
$735K
DI
804
DFPG Investments
Utah
$731K +$74.1K +2,630 +10%
LCM
805
Leisure Capital Management
California
$729K +$38.9K +1,380 +5%
LCM
806
Landscape Capital Management
New Jersey
$728K +$865K +30,690 New
RA
807
RFG Advisory
Alabama
$720K -$203K -7,190 -19%
MYIA
808
Mount Yale Investment Advisors
Colorado
$718K -$20K -710 -2%
WF
809
Welch & Forbes
Massachusetts
$712K
CI
810
Clal Insurance
Israel
$711K +$845K +30,000 New
LFM
811
Lumina Fund Management
New York
$711K +$845K +30,000 New
DWM
812
Dakota Wealth Management
Florida
$709K +$842K +29,900 New
GCMG
813
Gyroscope Capital Management Group
Florida
$705K -$28.5K -1,010 -3%
LNC
814
Lincoln National Corp
Pennsylvania
$703K +$290K +10,280 +53%
SWPG
815
Strategic Wealth Partners Group
Illinois
$689K +$819K +29,070 New
MIA
816
MainStreet Investment Advisors
Illinois
$685K +$814K +28,900 New
WSTAM
817
Wilbanks Smith & Thomas Asset Management
Virginia
$683K +$191K +6,770 +31%
S
818
SignatureFD
Georgia
$682K -$181K -6,410 -18%
ES
819
Equitec Specialists
Illinois
$682K +$810K +28,750 New
LC
820
LCNB Corp
Ohio
$678K +$806K +28,600 New
GLR
821
Great Lakes Retirement
Ohio
$674K -$221K -7,840 -22%
CAM
822
Cresset Asset Management
Illinois
$666K -$23.7K -840 -3%
RCA
823
Ranch Capital Advisors
Florida
$666K +$296K +10,520 +60%
KeyBank National Association
824
KeyBank National Association
Ohio
$662K -$46.5K -1,650 -6%
CWAG
825
Compton Wealth Advisory Group
Virginia
$661K -$98.6K -3,500 -11%

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.