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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
EF
901
Empirical Finance
Pennsylvania
$493K +$233K +8,260 +66%
CC
902
Cannell & Co
New York
$490K -$47.7M -1,694,650 -99%
Cerity Partners
903
Cerity Partners
New York
$490K -$34.4K -1,220 -6%
IWP
904
Icon Wealth Partners
Texas
$490K +$59.7K +2,120 +11%
VWM
905
Venturi Wealth Management
Texas
$489K +$581K +20,630 New
22CM
906
20/20 Capital Management
California
$488K +$17.2K +610 +3%
EGA
907
E&G Advisors
Texas
$486K -$56.3K -2,000 -9%
LWAC
908
Laurel Wealth Advisors (California)
California
$483K -$33.2K -1,180 -5%
FHA
909
Flagship Harbor Advisors
Massachusetts
$480K +$14.4K +510 +3%
CIC
910
Carnegie Investment Counsel
Ohio
$474K +$169K +6,010 +43%
CCG
911
Ceeto Capital Group
Florida
$474K +$563K +20,000 New
Fisher Asset Management
912
Fisher Asset Management
Washington
$473K +$13.5K +480 +2%
KWMG
913
King Wealth Management Group
Florida
$468K +$557K +19,760 New
AIC
914
Archer Investment Corporation
Indiana
$467K +$46.2K +1,640 +9%
AAMC
915
Asset Allocation & Management Company
Illinois
$462K +$260K +9,240 +90%
RMDI
916
R.M. Davis Inc
Maine
$460K -$54.1K -1,920 -9%
IWS
917
Insight Wealth Strategies
California
$459K -$818K -29,030 -60%
KFI
918
Key Financial Inc
Pennsylvania
$458K
II
919
Inspire Investing
Idaho
$457K -$16.1K -570 -3%
MIFH
920
Migdal Insurance & Financial Holdings
Israel
$455K -$3.12M -110,580 -85%
AssetMark Inc
921
AssetMark Inc
California
$455K +$107K +3,790 +25%
CPR
922
CSU Producer Resources
Ohio
$450K
ACS
923
Archford Capital Strategies
Illinois
$448K -$11.6K -410 -2%
MFG
924
Magnus Financial Group
New York
$448K +$210K +7,450 +65%
TPWA
925
TRUE Private Wealth Advisors
Oregon
$447K -$314K -11,140 -37%

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.