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Broadcom
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Overview Fund Activity

1,682 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, 751 increasing their positions, 590 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,682
Holders Change
+57
Holders Change %
+3.51%
% of All Funds
29.62%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.5%
New
165
Increased
751
Reduced
590
Closed
93
Calls
$2.14B
Puts
$3.48B
Net Calls
-$1.33B
Net Calls Change
+$716M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B
2
Charles Schwab
Charles Schwab
California
+$894M
3
BlackRock
BlackRock
New York
+$582M
4
GQG Partners
GQG Partners
Florida
+$361M
5
Franklin Resources
Franklin Resources
California
+$270M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
2
Citadel Advisors
Citadel Advisors
Florida
-$399M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$268M
4
CS
Credit Suisse
Switzerland
-$231M
5
EIP
Epoch Investment Partners
New York
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
1026
King Wealth Management Group
Florida
$993K – – –
CCM
1027
Coldstream Capital Management
Washington
$993K +$149K +3,210 +18%
RG
1028
Rikoon Group
New Mexico
$990K +$34.8K +750 +4%
FCA
1029
FinTrust Capital Advisors
South Carolina
$990K +$45.9K +990 +5%
GEA
1030
Glen Eagle Advisors
New Jersey
$988K +$322K +6,950 +48%
BP
1031
BBR Partners
New York
$987K +$75.6K +1,630 +8%
CAS
1032
Cascadia Advisory Services
Oregon
$987K +$987K +21,280 New
CAN
1033
Claraphi Advisory Network
United States
$986K -$14.4K -310 -1%
MFA
1034
Mayflower Financial Advisors
Massachusetts
$986K -$12.5K -270 -1%
WA
1035
Wealth Alliance
New York
$986K +$52.9K +1,140 +6%
WSCM
1036
Wellington Shields Capital Management
New York
$982K +$464 +10 +0%
FHA
1037
First Horizon Advisors
Tennessee
$979K -$1.85K -40 -0.2%
ICM
1038
IMS Capital Management
Oregon
$978K +$978K +21,100 New
OIM
1039
Orca Investment Management
Oregon
$971K -$6.03K -130 -0.6%
MGIA
1040
Moneta Group Investment Advisors
Missouri
$971K +$971K +20,940 New
SG
1041
StoneX Group
New York
$967K +$108K +2,340 +13%
LCP
1042
Legacy Capital Partners
Wisconsin
$958K -$31.5K -680 -3%
HIA
1043
Harbor Investment Advisory
Maryland
$954K +$464 +10 +0%
ALAM
1044
Asahi Life Asset Management
Japan
$953K -$111K -2,400 -10%
CRWM
1045
Castle Rock Wealth Management
California
$952K +$68.7K +1,510 +8%
LWM
1046
Laidlaw Wealth Management
New York
$942K +$156K +3,370 +20%
CAM
1047
Cypress Asset Management
Texas
$935K -$4.64K -100 -0.5%
ZB
1048
Zions Bancorporation
Utah
$931K +$474K +10,210 +104%
OCG
1049
Opus Capital Group
Ohio
$928K -$82K -1,770 -8%
CCG
1050
Ceeto Capital Group
Florida
$927K – – –
40 41
42
43 44