We are live on ! Find out more
AVGO icon

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
DBG
1051
De Burlo Group
Massachusetts
$284K -$2.14M -76,000 -86%
HCM
1052
Hollencrest Capital Management
California
$284K -$20.3K -720 -6%
VAG
1053
VisionPoint Advisory Group
Texas
$281K +$334K +11,840 New
RG
1054
Rathbones Group
United Kingdom
$276K
1W
1055
1776 Wealth
Georgia
$276K +$141K +5,000 +100%
CCM
1056
Coldstream Capital Management
Washington
$275K -$423K -15,020 -56%
PFPT
1057
Pinnacle Financial Partners (Tennessee)
Tennessee
$274K -$49.9K -1,770 -13%
CP
1058
Camelot Portfolios
Ohio
$274K -$24.5K -870 -7%
XM
1059
XTX Markets
New York
$274K +$326K +11,570 New
HCA
1060
Heck Capital Advisors
Wisconsin
$271K -$10.4K -370 -3%
O
1061
Ossiam
France
$271K -$13.1M -464,540 -98%
ST
1062
Spinnaker Trust
Maine
$271K -$197K -7,000 -38%
SC
1063
Savant Capital
Illinois
$270K -$4.51K -160 -1%
OL
1064
Optas LLC
Texas
$268K +$43.1K +1,530 +16%
GIA
1065
Gladstone Institutional Advisory
Florida
$267K -$49.9K -1,770 -14%
CBFP
1066
Cedar Brook Financial Partners
Ohio
$267K -$12.7K -450 -4%
ACM
1067
Allred Capital Management
Texas
$265K +$121K +4,280 +62%
FMWA
1068
Forvis Mazars Wealth Advisors
Missouri
$262K +$82.8K +2,940 +36%
IIA
1069
IPG Investment Advisors
California
$262K +$59.2K +2,100 +23%
FANJ
1070
Financial Architects (New Jersey)
New Jersey
$261K +$196K +6,940 +171%
CA
1071
Claro Advisors
Massachusetts
$260K +$309K +10,980 New
FC
1072
Ferris Capital
Massachusetts
$254K +$302K +10,710 New
CLOS
1073
Compagnie Lombard Odier SCmA
Switzerland
$253K -$2.15M -76,210 -88%
EH
1074
Equitable Holdings
New York
$253K -$356K -12,650 -54%
VFA
1075
Valeo Financial Advisors
Indiana
$253K -$153K -5,420 -36%

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.