We are live on ! Find out more
AVGO icon

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
RHP
976
Royal Harbor Partners
Texas
$1.18M +$5.09K +110 +0.4%
BA
977
BCM Advisors
Louisiana
$1.18M
KC
978
Knuff & Co
California
$1.18M +$1.39K +30 +0.1%
CP
979
Camelot Portfolios
Ohio
$1.18M -$137K -2,960 -10%
BCP
980
Blackhawk Capital Partners
Wisconsin
$1.17M -$72.1K -1,560 -6%
HIC
981
Holderness Investments Company
North Carolina
$1.16M +$46.2K +1,000 +4%
EAMA
982
EFG Asset Management (Americas)
Florida
$1.16M +$111K +2,400 +11%
PIA
983
Perennial Investment Advisors
California
$1.15M +$8.32K +180 +0.7%
EH
984
Employers Holdings
Nevada
$1.15M -$37K -800 -3%
FAIM
985
Financial Advocates Investment Management
Washington
$1.15M +$62K +1,340 +6%
IFWM
986
Institute for Wealth Management
Colorado
$1.15M +$93.4K +2,020 +9%
SWPG
987
Strategic Wealth Partners Group
Illinois
$1.14M -$31.9K -690 -3%
BB
988
Busey Bank
Illinois
$1.14M -$11.6K -250 -1%
CRC
989
Curi RMB Capital
Illinois
$1.14M -$177K -3,830 -13%
PA
990
Parallel Advisors
California
$1.14M +$108K +2,340 +11%
EWM
991
Evercore Wealth Management
New York
$1.14M -$8.32K -180 -0.7%
SSCA
992
South Shore Capital Advisors
Massachusetts
$1.13M -$63.8K -1,380 -5%
RCM
993
RB Capital Management
Nevada
$1.13M +$23.1K +500 +2%
TC
994
TownSquare Capital
Utah
$1.12M -$20.3K -440 -2%
WPA
995
West Paces Advisors
Georgia
$1.12M +$75.4K +1,630 +7%
SFSIG
996
San Francisco Sentry Investment Group
California
$1.12M +$98.5K +2,130 +10%
CIM
997
CIM Investment Management
Pennsylvania
$1.1M -$37K -800 -3%
LWAC
998
Laurel Wealth Advisors (California)
California
$1.1M +$208K +4,500 +23%
BTWM
999
Baker Tilly Wealth Management
Wisconsin
$1.1M +$601K +12,990 +121%
AW
1000
Alaethes Wealth
Nevada
$1.1M +$1.1M +23,740 New

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.