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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
PCA
926
Personal Capital Advisors
California
$447K -$120K -4,270 -18%
AI
927
ArchPoint Investors
Florida
$447K +$208K +7,400 +65%
ET
928
Equitable Trust
Tennessee
$447K +$531K +18,860 New
MMA
929
Miracle Mile Advisors
California
$445K -$52.1K -1,850 -9%
FNT
930
First National Trust
Pennsylvania
$444K +$47.3K +1,680 +10%
LOAMS
931
Lombard Odier Asset Management (Switzerland)
Switzerland
$443K
HIA
932
Harbor Investment Advisory
Maryland
$441K +$203K +7,190 +63%
GAMC
933
Garner Asset Management Corp
Texas
$439K +$521K +18,510 New
SFSIG
934
San Francisco Sentry Investment Group
California
$438K -$73K -2,590 -12%
HIM
935
Hillsdale Investment Management
Ontario, Canada
$434K -$76.1K -2,700 -13%
EI
936
Ethic Inc
New York
$434K +$110K +3,910 +27%
SW
937
StrongBox Wealth
Missouri
$434K +$516K +18,300 New
IEFM
938
IQ EQ Fund Management
Ireland
$433K +$21.4K +760 +4%
CFS
939
CRA Financial Services
New Jersey
$430K +$56.3K +2,000 +12%
BAC
940
Boys Arnold & Co
North Carolina
$429K +$56.3K +2,000 +12%
BFA
941
Beaumont Financial Advisors
Massachusetts
$428K -$845 -30 -0.2%
TMAM
942
Tokio Marine Asset Management
Japan
$428K +$112K +3,970 +28%
AWCI
943
Alpine Woods Capital Investors
New York
$427K
MS
944
Maven Securities
Jersey
$427K +$178K +6,330 +54%
RTC
945
Riverview Trust Company
Washington
$425K -$27K -960 -5%
CSIC
946
Clifford Swan Investment Counsel
California
$425K
SBIA
947
Sheaff Brock Investment Advisors
Indiana
$423K +$225K +7,970 +81%
BUB
948
BBVA USA Bancshares
Texas
$422K -$36.1K -1,280 -7%
LSAG
949
Lake Street Advisors Group
New Hampshire
$419K -$33K -1,170 -6%
OR
950
Olympiad Research
Connecticut
$418K +$290K +10,280 +140%

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.