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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
AI
801
AdvisorShares Investments
Maryland
$2.13M +$93.9K +2,030 +5%
AAS
802
Avantax Advisory Services
Texas
$2.12M -$45.3K -980 -2%
DA
803
Duality Advisers
Florida
$2.12M +$1.15M +24,970 +121%
GPFA
804
Game Plan Financial Advisors
Ohio
$2.11M -$69.4K -1,500 -3%
BDS
805
Banco de Sabadell
Florida
$2.1M +$269K +5,820 +15%
LA
806
LVW Advisors
New York
$2.1M +$1.85M +40,040 +773%
IC
807
Intersect Capital
California
$2.09M +$206K +4,460 +11%
BHIA
808
Birch Hill Investment Advisors
Massachusetts
$2.07M -$78.6K -1,700 -4%
LB
809
Legacy Bridge
Iowa
$2.06M +$13.9K +300 +0.7%
S
810
SignatureFD
Georgia
$2.05M +$231K +4,990 +13%
IA
811
IFG Advisory
Georgia
$2.04M +$28.7K +620 +1%
GBT
812
Grove Bank & Trust
Florida
$2.04M -$13.4K -290 -0.7%
SP
813
SWS Partners
Ohio
$2.04M -$13.4K -290 -0.7%
PCA
814
Providence Capital Advisors
North Carolina
$2.04M +$98K +2,120 +5%
LIM
815
Longfellow Investment Management
Massachusetts
$2.04M -$302K -6,530 -13%
AFG
816
Alterity Financial Group
Maine
$2.04M +$1.5M +32,370 New
EH
817
Equitable Holdings
New York
$2.04M +$15.7K +340 +0.8%
PF
818
Phoenix Financial
Israel
$2.03M +$676K +14,610 +50%
FA
819
FMA Advisory
Pennsylvania
$2.01M +$97.1K +2,100 +5%
MWA
820
Meridian Wealth Advisors
Texas
$2.01M +$202K +4,360 +11%
PAM
821
Premier Asset Management
Illinois
$2M +$355K +7,680 +22%
FTDI
822
First Trust Direct Indexing
Massachusetts
$2M +$112K +2,420 +6%
LFAS
823
Level Four Advisory Services
Texas
$2M -$15.3K -330 -0.8%
PVH
824
Psagot Value Holdings
Israel
$1.98M +$1.98M +42,800 New
FCM
825
Fairbanks Capital Management
California
$1.98M +$6.47K +140 +0.3%

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.