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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
TWI
1026
Thomas White International
Illinois
$322K +$383K +13,600 New
RFM
1027
Royal Fund Management
Florida
$320K -$84K -2,980 -18%
WSCM
1028
Wellington Shields Capital Management
New York
$318K +$28.2K +1,000 +8%
NF
1029
Nikulski Financial
Iowa
$314K +$49.3K +1,750 +15%
MCCP
1030
Mission Creek Capital Partners
California
$311K +$5.07K +180 +1%
BBA
1031
Braun-Bostich & Associates
Pennsylvania
$310K -$11K -390 -3%
BCWM
1032
Blue Chip Wealth Management
Florida
$309K +$82.8K +2,940 +29%
AIIMS
1033
Analyst IMS Investment Management Services
Israel
$308K -$42.3K -1,500 -10%
IIA
1034
ICW Investment Advisors
Arizona
$305K +$81.1K +2,880 +29%
RMCM
1035
Reynders McVeigh Capital Management
Massachusetts
$304K +$2.54K +90 +0.7%
USGIU
1036
U.S. Global Investors (USGI)
Texas
$303K -$61.1K -2,170 -15%
VFA
1037
Voya Financial Advisors
Connecticut
$303K +$141K +5,020 +66%
WA
1038
Wealth Alliance
New York
$302K +$359K +12,750 New
ONB
1039
Old National Bancorp
Indiana
$301K +$11.3K +400 +3%
MPCG
1040
Matrix Private Capital Group
New York
$301K +$358K +12,700 New
GHAM
1041
Gilman Hill Asset Management
Connecticut
$299K +$28.2K +1,000 +9%
MCM
1042
Manchester Capital Management
Vermont
$294K
LWM
1043
Laidlaw Wealth Management
New York
$292K +$168K +5,950 +93%
LA
1044
LVW Advisors
New York
$292K +$347K +12,300 New
EWM
1045
Evermay Wealth Management
Virginia
$291K +$161K +5,730 +87%
GRP
1046
Global Retirement Partners
California
$287K +$68.7K +2,440 +25%
IGGA
1047
Iron Gate Global Advisors
Utah
$285K
SFG
1048
Sather Financial Group
Texas
$285K +$78.9K +2,800 +30%
NERM
1049
New England Research & Management
Illinois
$285K +$338K +12,000 New
OFG
1050
Oxford Financial Group
Indiana
$285K +$338K +12,000 New

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.