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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
QCG
876
Quadrant Capital Group
Ohio
$552K -$128K -4,560 -16%
LSPW
877
Lake Street Private Wealth
Illinois
$551K -$9.86K -350 -1%
RCM
878
RB Capital Management
Nevada
$546K +$87.9K +3,120 +16%
TCA
879
Transcend Capital Advisors
New Jersey
$541K +$32.1K +1,140 +5%
KTC
880
Kistler-Tiffany Companies
Pennsylvania
$539K
PGIM
881
Pacific Global Investment Management
California
$536K +$38.3K +1,360 +6%
MIM
882
Moseley Investment Management
Florida
$530K -$10.4K -370 -2%
MAFM
883
Mid Atlantic Financial Management
Pennsylvania
$529K +$285K +10,100 +83%
FCA
884
FinTrust Capital Advisors
South Carolina
$525K +$3.38K +120 +0.5%
WIP
885
Wellesley Investment Partners
Massachusetts
$519K -$85.4K -3,030 -12%
CT
886
Caldwell Trust
Florida
$517K
CS
887
Comerica Securities
Michigan
$517K -$1.09M -38,570 -64%
BOPW
888
Brandywine Oak Private Wealth
Pennsylvania
$516K +$322K +11,440 +73%
SS
889
Simplicity Solutions
Minnesota
$513K -$122K -4,320 -17%
PJSIMP
890
P.J. Schmidt Investment Management (PJS)
Wisconsin
$513K +$4.23K +150 +0.7%
DCM
891
Davidson Capital Management
Texas
$509K +$1.97K +70 +0.3%
AC
892
Arjuna Capital
North Carolina
$509K +$13.8K +490 +2%
DS
893
DRW Securities
Illinois
$509K +$253K +8,980 +72%
OCG
894
Opus Capital Group
Ohio
$506K +$167K +5,910 +38%
ISWM
895
Independent Solutions Wealth Management
New York
$504K -$10.4K -370 -2%
LCP
896
Legacy Capital Partners
Wisconsin
$504K +$24.5K +870 +4%
MCG
897
MACRO Consulting Group
New Jersey
$503K +$530K +18,820 New
CAM
898
Cypress Asset Management
Texas
$501K +$115K +4,080 +24%
KC
899
Knuff & Co
California
$499K -$11.8K -420 -2%
TCM
900
Tributary Capital Management
Nebraska
$498K

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.