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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
Carson Wealth (CWM LLC)
901
Carson Wealth (CWM LLC)
Nebraska
$1.51M
IIC
902
Ironwood Investment Counsel
Arizona
$1.51M +$95.7K +2,070 +7%
TAM
903
Trust Asset Management
Texas
$1.5M +$268K +5,800 +22%
SGCA
904
Steel Grove Capital Advisors
Tennessee
$1.5M -$139K -3,000 -8%
PRC
905
Pearl River Capital
Michigan
$1.5M +$1.49M +32,300 New
PCA
906
Personal Capital Advisors
California
$1.5M -$117K -2,540 -7%
VFA
907
Voya Financial Advisors
Connecticut
$1.48M +$46.7K +1,010 +3%
WC
908
Westhampton Capital
North Carolina
$1.48M -$23.1K -500 -2%
WF
909
Welch & Forbes
Massachusetts
$1.48M +$9.25K +200 +0.6%
LWPC
910
Legacy Wealth Partners (California)
California
$1.46M -$1.85K -40 -0.1%
TC
911
Telemus Capital
Michigan
$1.46M -$215K -4,640 -13%
FMTCOCP
912
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.45M +$68.9K +1,490 +5%
CIA
913
Capital Investment Advisors
Georgia
$1.45M +$667K +14,420 +86%
OL
914
Optas LLC
Texas
$1.45M -$458K -9,900 -24%
HI
915
Horizon Investments
North Carolina
$1.44M -$112K -2,420 -7%
PFSC
916
Peoples Financial Services Corp
Pennsylvania
$1.44M
AFM
917
Andesa Financial Management
Pennsylvania
$1.44M +$199K +4,310 +16%
1SB
918
1ST Source Bank
Indiana
$1.43M -$10.2K -220 -0.7%
LC
919
LCNB Corp
Ohio
$1.43M -$17.1K -370 -1%
MOS
920
MGO One Seven
Ohio
$1.43M +$46.7K +1,010 +3%
CC
921
Centiva Capital
New York
$1.42M +$105K +2,260 +8%
Fisher Asset Management
922
Fisher Asset Management
Washington
$1.42M -$466K -10,080 -25%
JWCA
923
J.W. Cole Advisors
Florida
$1.42M +$302K +6,530 +27%
CW
924
CreativeOne Wealth
Kansas
$1.4M +$113K +2,450 +9%
RCA
925
Ranch Capital Advisors
Florida
$1.4M +$138K +2,990 +11%

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.