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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
WCM
1026
Windsor Capital Management
Arizona
$1.03M -$90.6K -1,960 -8%
EP
1027
Eudaimonia Partners
Tennessee
$1.02M -$108K -2,340 -10%
BWM
1028
Buckley Wealth Management
Nevada
$1.02M -$4.62K -100 -0.5%
PSUF
1029
People's United Financial
Connecticut
$1.01M +$30.5K +660 +3%
CT
1030
Caldwell Trust
Florida
$998K
SMH
1031
Sanders Morris Harris
Texas
$998K +$50.4K +1,090 +6%
MC
1032
Maverick Capital
Texas
$994K -$3.05M -66,040 -75%
KWMG
1033
King Wealth Management Group
Florida
$993K
CCM
1034
Coldstream Capital Management
Washington
$993K +$148K +3,210 +18%
RG
1035
Rikoon Group
New Mexico
$990K +$34.7K +750 +4%
FCA
1036
FinTrust Capital Advisors
South Carolina
$990K +$45.8K +990 +5%
GEA
1037
Glen Eagle Advisors
New Jersey
$988K +$321K +6,950 +48%
BP
1038
BBR Partners
New York
$987K +$75.4K +1,630 +8%
CAS
1039
Cascadia Advisory Services
Oregon
$987K +$984K +21,280 New
CAN
1040
Claraphi Advisory Network
United States
$986K -$14.3K -310 -1%
MFA
1041
Mayflower Financial Advisors
Massachusetts
$986K -$12.5K -270 -1%
WA
1042
Wealth Alliance
New York
$986K +$52.7K +1,140 +6%
WSCM
1043
Wellington Shields Capital Management
New York
$982K +$462 +10 +0%
FHA
1044
First Horizon Advisors
Tennessee
$979K -$1.85K -40 -0.2%
ICM
1045
IMS Capital Management
Oregon
$978K +$976K +21,100 New
OIM
1046
Orca Investment Management
Oregon
$971K -$6.01K -130 -0.6%
MGIA
1047
Moneta Group Investment Advisors
Missouri
$971K +$968K +20,940 New
SG
1048
StoneX Group
New York
$967K +$108K +2,340 +13%
LCP
1049
Legacy Capital Partners
Wisconsin
$958K -$31.4K -680 -3%
HIA
1050
Harbor Investment Advisory
Maryland
$954K +$462 +10 +0%

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.