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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
S
826
Seeyond
France
$1.98M +$32.8K +710 +2%
PFO
827
Pathstone Family Office
New Jersey
$1.97M +$1.59M +34,470 +432%
LSA
828
Leonteq Securities AG
Switzerland
$1.95M -$3.08M -66,610 -61%
SFS
829
Sowell Financial Services
Arkansas
$1.94M +$159K +3,430 +9%
ANRIA
830
American National Registered Investment Advisor
Texas
$1.93M -$7.86K -170 -0.4%
TSWM
831
Triangle Securities Wealth Management
North Carolina
$1.92M -$43K -930 -2%
SIM
832
Sentry Investment Management
Wisconsin
$1.92M -$9.88M -213,660 -84%
CSM
833
CAMG Solamere Management
North Carolina
$1.92M -$62.4K -1,350 -3%
RIL
834
Rothschild Investment LLC
Illinois
$1.9M +$159K +3,440 +9%
KCM
835
Kendall Capital Management
Maryland
$1.89M -$19K -410 -1%
GAM
836
Griffin Asset Management
New York
$1.88M -$26.4K -570 -1%
VPIM
837
Vanguard Personalized Indexing Management
California
$1.88M +$155K +3,360 +9%
HFM
838
Harvest Fund Management
China
$1.86M -$79.1K -1,710 -4%
UFF
839
USA Financial Formulas
Michigan
$1.85M -$9.25K -200 -0.5%
ADL
840
Asset Dedication LLC
California
$1.84M -$412K -8,900 -18%
ACM
841
Ategra Capital Management
Virginia
$1.83M +$6.47K +140 +0.4%
CGL
842
Clarius Group LLC
Washington
$1.83M -$819K -17,710 -31%
ACM
843
Ativo Capital Management
Illinois
$1.81M -$844K -18,250 -32%
ODCM
844
Old Dominion Capital Management
Virginia
$1.79M -$31.4K -680 -2%
SWP
845
Strategic Wealth Partners
Ohio
$1.79M -$284K -6,140 -14%
GRP
846
Global Retirement Partners
California
$1.79M +$49K +1,060 +3%
KA
847
Kovack Advisors
Florida
$1.79M +$227K +4,900 +15%
GIM
848
Groesbeck Investment Management
New Jersey
$1.78M +$868K +18,770 +96%
IWM
849
IHT Wealth Management
Illinois
$1.77M +$104K +2,250 +6%
BA
850
Birinyi Associates
Connecticut
$1.76M +$578K +12,500 +49%

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.