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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
FFA
876
Founders Financial Alliance
North Carolina
$1.64M +$114K +2,460 +7%
DPIM
877
Duff & Phelps Investment Management
Illinois
$1.64M +$1.64M +35,400 New
HCCM
878
Hudson Canyon Capital Management
New York
$1.61M -$142K -3,060 -8%
DC
879
DeDora Capital
California
$1.61M -$87.9K -1,900 -5%
ECM
880
Evergreen Capital Management
Washington
$1.61M +$868K +18,780 +118%
RPC
881
Rossmore Private Capital
Connecticut
$1.61M -$1.39K -30 -0.1%
AWM
882
Altium Wealth Management
New York
$1.61M +$142K +3,070 +10%
RFM
883
Royal Fund Management
Florida
$1.6M +$340K +7,350 +27%
APP
884
Avantax Planning Partners
Iowa
$1.59M +$56.9K +1,230 +4%
MMPW
885
Mitchell McLeod Pugh & Williams
Alabama
$1.59M +$19.4K +420 +1%
BAMF
886
BI Asset Management Fondsmaeglerselskab
Denmark
$1.58M -$287K -6,210 -15%
CF
887
Centaurus Financial
California
$1.57M +$91.6K +1,980 +6%
WCA
888
Windsor Creek Advisors
Vermont
$1.57M -$657K -14,200 -30%
SP
889
Symmetry Partners
Connecticut
$1.56M
ARMT
890
Amica Retiree Medical Trust
Rhode Island
$1.54M
SPC
891
Stewart & Patten Company
California
$1.54M +$1.54M +33,260 New
AOWM
892
Alpha Omega Wealth Management
Virginia
$1.54M -$14.8K -320 -1%
TMAM
893
Tokio Marine Asset Management
Japan
$1.54M +$363K +7,840 +31%
LPT
894
Legacy Private Trust
Wisconsin
$1.53M -$42.1K -910 -3%
FCFC
895
First Commonwealth Financial Corp
Pennsylvania
$1.53M -$31.4K -680 -2%
LWCFA
896
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.53M +$24K +520 +2%
TI
897
Tidal Investments
Wisconsin
$1.53M +$369K +7,990 +32%
FL
898
Fort LP
Maryland
$1.53M +$380K +8,220 +33%
CCA
899
Checchi Capital Advisers
California
$1.52M -$25K -540 -2%
PMA
900
Prudent Man Advisors
Illinois
$1.52M +$79.5K +1,720 +6%

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.