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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
LWM
1001
Lenox Wealth Management
Ohio
$358K +$36.1K +1,280 +9%
NJBEST
1002
New Jersey Better Educational Savings Trust
New Jersey
$356K
GP
1003
Girard Partners
Pennsylvania
$356K +$424K +15,040 New
DLG
1004
Daniel L. Goodwin
$355K +$423K +15,000 New
SG
1005
StoneX Group
New York
$353K +$61.4K +2,180 +17%
BDF
1006
Balasa Dinverno & Foltz
$351K -$153K -5,420 -27%
EFS
1007
Essex Financial Services
Connecticut
$351K +$200K +7,090 +92%
RHBC
1008
R.H. Bluestein & Co
Michigan
$350K -$162K -5,750 -28%
OA
1009
Oxbow Advisors
Texas
$349K
TFS
1010
TrustCore Financial Services
Tennessee
$348K
AWE
1011
Avidian Wealth Enterprises
Texas
$347K +$197K +7,000 +92%
WMA
1012
Wealth Management Associates
New Jersey
$345K +$33.5K +1,190 +9%
CW
1013
CreativeOne Wealth
Kansas
$344K +$157K +5,580 +62%
GSWM
1014
Golden State Wealth Management
California
$341K +$406K +14,400 New
GAAM
1015
Guinness Atkinson Asset Management
California
$340K +$68.5K +2,430 +20%
JIM
1016
Jupiter Investment Management
United Kingdom
$338K -$195K -6,920 -33%
VPIM
1017
Vanguard Personalized Indexing Management
California
$333K +$396K +14,050 New
BSA
1018
Braun Stacey Associates
New York
$331K -$12.4M -439,980 -97%
FP
1019
Financial Perspectives
Minnesota
$330K +$176K +6,240 +81%
CAM
1020
CenterStar Asset Management
Illinois
$328K
CWP
1021
Capital Wealth Planning
Florida
$327K +$131K +4,640 +51%
UCMOK
1022
United Capital Management of KS
Kansas
$327K +$389K +13,800 New
PPP
1023
Private Portfolio Partners
New Jersey
$325K +$386K +13,700 New
HC
1024
Henshaw Capital
Massachusetts
$325K
HFM
1025
Harvest Fund Management
China
$324K -$21.1K -750 -5%

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.