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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
AWP
826
Ascent Wealth Partners
New York
$659K +$40K +1,420 +5%
CCB
827
Cutter & Co Brokerage
Missouri
$659K +$783K +27,810 New
BA
828
Birinyi Associates
Connecticut
$652K +$161K +5,700 +26%
P
829
Pitcairn
Pennsylvania
$648K -$64.8K -2,300 -8%
SWMG
830
Signature Wealth Management Group
Georgia
$648K +$110K +3,900 +17%
APP
831
Avantax Planning Partners
Iowa
$645K +$247K +8,750 +47%
AWM
832
Altium Wealth Management
New York
$643K -$23.7K -840 -3%
QPWM
833
Quadrant Private Wealth Management
Pennsylvania
$642K +$762K +27,060 New
Capital Fund Management (CFM)
834
Capital Fund Management (CFM)
France
$642K +$763K +27,070 New
WWM
835
Western Wealth Management
Colorado
$640K +$136K +4,840 +22%
FBFS
836
First Business Financial Services
Wisconsin
$636K -$14.7K -520 -2%
LWS
837
Lucia Wealth Services
California
$634K +$30.1K +1,070 +4%
PIA
838
Perennial Investment Advisors
California
$634K +$56.1K +1,990 +8%
GH
839
GAM Holding
Switzerland
$633K +$71K +2,520 +10%
TCOV
840
Trust Company of Vermont
Vermont
$630K +$587K +20,830 +364%
IAN
841
Integrated Advisors Network
Texas
$626K -$1.91M -67,810 -72%
PP
842
Patten & Patten
Tennessee
$626K +$744K +26,400 New
WCM
843
Windsor Capital Management
Arizona
$622K +$30.4K +1,080 +4%
DAS
844
Dynamic Advisor Solutions
Arizona
$621K +$248K +8,790 +51%
CBB
845
Citizens Business Bank
California
$619K +$736K +26,110 New
AWM
846
Altavista Wealth Management
North Carolina
$618K +$361K +12,800 +97%
S
847
Seeyond
France
$616K -$394K -13,980 -27%
RPC
848
Rossmore Private Capital
Connecticut
$613K -$8.45K -300 -1%
OAM
849
Origin Asset Management
United Kingdom
$611K -$7.13M -253,020 -91%
RHP
850
Royal Harbor Partners
Texas
$611K +$726K +25,760 New

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.