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Broadcom
AVGO

Overview Fund Activity

1,682 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, 751 increasing their positions, 590 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,682
Holders Change
+57
Holders Change %
+3.51%
% of All Funds
29.62%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.5%
New
165
Increased
751
Reduced
590
Closed
93
Calls
$2.14B
Puts
$3.48B
Net Calls
-$1.33B
Net Calls Change
+$716M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B
2
Charles Schwab
Charles Schwab
California
+$894M
3
BlackRock
BlackRock
New York
+$582M
4
GQG Partners
GQG Partners
Florida
+$361M
5
Franklin Resources
Franklin Resources
California
+$270M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
2
Citadel Advisors
Citadel Advisors
Florida
-$399M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$268M
4
CS
Credit Suisse
Switzerland
-$231M
5
EIP
Epoch Investment Partners
New York
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
876
Altium Wealth Management
New York
$1.61M +$142K +3,070 +10%
RFM
877
Royal Fund Management
Florida
$1.6M +$341K +7,350 +27%
APP
878
Avantax Planning Partners
Iowa
$1.6M +$57K +1,230 +4%
MMPW
879
Mitchell McLeod Pugh & Williams
Alabama
$1.59M +$19.5K +420 +1%
BAMF
880
BI Asset Management Fondsmaeglerselskab
Denmark
$1.58M -$288K -6,210 -15%
CF
881
Centaurus Financial
California
$1.58M +$91.8K +1,980 +6%
WCA
882
Windsor Creek Advisors
Vermont
$1.57M -$658K -14,200 -30%
SP
883
Symmetry Partners
Connecticut
$1.56M – – –
ARMT
884
Amica Retiree Medical Trust
Rhode Island
$1.55M – – –
SPC
885
Stewart & Patten Company
California
$1.54M +$1.54M +33,260 New
AOWM
886
Alpha Omega Wealth Management
Virginia
$1.54M -$14.8K -320 -1%
TMAM
887
Tokio Marine Asset Management
Japan
$1.54M +$363K +7,840 +31%
LPT
888
Legacy Private Trust
Wisconsin
$1.53M -$42.2K -910 -3%
FCFC
889
First Commonwealth Financial Corp
Pennsylvania
$1.53M -$31.5K -680 -2%
LWCFA
890
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.53M +$24.1K +520 +2%
TI
891
Tidal Investments
Wisconsin
$1.53M +$370K +7,990 +32%
FL
892
Fort LP
Maryland
$1.53M +$381K +8,220 +33%
CCA
893
Checchi Capital Advisers
California
$1.52M -$25K -540 -2%
PMA
894
Prudent Man Advisors
Illinois
$1.52M +$79.7K +1,720 +6%
Carson Wealth (CWM LLC)
895
Carson Wealth (CWM LLC)
Nebraska
$1.51M – – –
IIC
896
Ironwood Investment Counsel
Arizona
$1.51M +$96K +2,070 +7%
TAM
897
Trust Asset Management
Texas
$1.5M +$269K +5,800 +22%
SGCA
898
Steel Grove Capital Advisors
Tennessee
$1.5M -$139K -3,000 -8%
PRC
899
Pearl River Capital
Michigan
$1.5M +$1.5M +32,300 New
PCA
900
Personal Capital Advisors
California
$1.5M -$118K -2,540 -7%
34 35
36
37 38