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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
RAM
951
Redmond Asset Management
Virginia
$417K +$496K +17,590 New
MPPLM
952
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$411K +$5.63K +200 +1%
VVP
953
Venture Visionary Partners
Ohio
$411K +$146K +5,180 +43%
ODCM
954
Old Dominion Capital Management
Virginia
$410K +$14.4K +510 +3%
FA
955
FMA Advisory
Pennsylvania
$410K +$487K +17,300 New
NME
956
Notis-McConarty Edward
$409K
DA
957
Doliver Advisors
Texas
$408K +$152K +5,390 +55%
CAM
958
Carret Asset Management
New York
$406K -$139K -4,920 -22%
CFD
959
Creative Financial Designs
Indiana
$406K +$38.6K +1,370 +9%
HH
960
Hilltop Holdings
Texas
$405K -$104K -3,690 -18%
WP
961
WealthSource Partners
California
$405K +$9.3K +330 +2%
SB
962
Simmons Bank
Arkansas
$404K -$21.1K -750 -4%
NAM
963
NorthCoast Asset Management
Connecticut
$404K +$480K +17,050 New
LS
964
Leelyn Smith
Illinois
$402K +$65.9K +2,340 +16%
HA
965
H2O AM
United Kingdom
$402K +$478K +16,970 New
SF
966
Symphony Financial
Texas
$401K +$471K +16,720 New
QCM
967
Quest Capital Management
Texas
$399K +$37.5K +1,330 +9%
BCM
968
Bluefin Capital Management
New York
$398K -$2.49M -88,360 -84%
RCAG
969
Rehmann Capital Advisory Group
Michigan
$395K +$469K +16,650 New
KPW
970
Kore Private Wealth
New York
$393K +$70.2K +2,490 +18%
CSS
971
Cubist Systematic Strategies
Connecticut
$391K -$20.1M -713,840 -98%
JIR
972
James Investment Research
Ohio
$391K -$45.1K -1,600 -9%
TFA
973
Teamwork Financial Advisors
Texas
$391K +$465K +16,500 New
TCM
974
Teza Capital Management
Illinois
$390K -$3.37M -119,610 -88%
PAS
975
Park Avenue Securities
New York
$389K +$11.3K +400 +3%

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.