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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
ALAM
1051
Asahi Life Asset Management
Japan
$953K -$111K -2,400 -10%
CRWM
1052
Castle Rock Wealth Management
California
$952K +$69.8K +1,510 +8%
LWM
1053
Laidlaw Wealth Management
New York
$942K +$156K +3,370 +20%
CAM
1054
Cypress Asset Management
Texas
$935K -$4.62K -100 -0.5%
ZB
1055
Zions Bancorporation
Utah
$931K +$472K +10,210 +104%
OCG
1056
Opus Capital Group
Ohio
$928K -$81.8K -1,770 -8%
CCG
1057
Ceeto Capital Group
Florida
$927K
Grantham, Mayo, Van Otterloo & Co (GMO)
1058
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$927K +$925K +20,000 New
PP
1059
Paloma Partners
Connecticut
$924K +$804K +17,380 +682%
HH
1060
Hilltop Holdings
Texas
$917K -$71.2K -1,540 -7%
KPW
1061
Kore Private Wealth
New York
$916K +$62K +1,340 +7%
AIIMS
1062
Analyst IMS Investment Management Services
Israel
$909K -$180K -3,900 -17%
WB
1063
Webster Bank
Connecticut
$906K -$609K -13,160 -40%
4WM
1064
44 Wealth Management
Oregon
$900K +$416K +8,990 +86%
ESB
1065
Essex Savings Bank
Connecticut
$896K -$9.25K -200 -1%
BAIA
1066
Bel Air Investment Advisors
California
$893K +$891K +19,260 New
MWM
1067
Mission Wealth Management
California
$889K -$2.83M -61,170 -76%
KFI
1068
Key Financial Inc
Pennsylvania
$886K +$1.39K +30 +0.2%
EIM
1069
Essex Investment Management
Massachusetts
$884K -$71.7K -1,550 -8%
CPR
1070
CSU Producer Resources
Ohio
$881K
TW
1071
TrinityPoint Wealth
Connecticut
$881K +$879K +19,010 New
WAP
1072
Wealthcare Advisory Partners
Pennsylvania
$879K +$350K +7,570 +67%
RMDI
1073
R.M. Davis Inc
Maine
$876K -$19.9K -430 -2%
SFO
1074
Standard Family Office
South Dakota
$875K
CFS
1075
CRA Financial Services
New Jersey
$875K +$5.09K +110 +0.6%

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.