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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
IWA
1076
Intercontinental Wealth Advisors
Texas
$251K +$112K +3,970 +60%
ESB
1077
Essex Savings Bank
Connecticut
$250K +$6.76K +240 +2%
FFN
1078
Focus Financial Network
Minnesota
$247K -$563 -20 -0.2%
ER
1079
Enlightenment Research
Florida
$245K +$254K +9,000 New
FMT
1080
First Mercantile Trust
Tennessee
$244K -$150K -5,340 -34%
HIC
1081
Holderness Investments Company
North Carolina
$244K +$14.1K +500 +5%
WC
1082
Waterloo Capital
Texas
$240K +$285K +10,120 New
OC
1083
Oakworth Capital
Alabama
$238K +$146K +5,170 +106%
BPCE
1084
Bank Pictet & Cie (Europe)
Germany
$237K -$78.9K -2,800 -22%
WSC
1085
Wellington Shields & Co
New York
$237K
JCM
1086
JS Capital Management
New York
$237K +$282K +10,000 New
KMWM
1087
Keudell/Morrison Wealth Management
Oregon
$234K +$26.5K +940 +11%
HB
1088
Homrich & Berg
Georgia
$233K -$69.3K -2,460 -20%
BHWM
1089
Bar Harbor Wealth Management
New Hampshire
$233K +$38.6K +1,370 +16%
KPCM
1090
Kings Point Capital Management
New York
$233K +$182K +6,450 +191%
SIM
1091
SSI Investment Management
California
$232K -$3.66K -130 -1%
MA
1092
Montag & Associates
Georgia
$231K +$275K +9,760 New
MOS
1093
MGO One Seven
Ohio
$229K -$403K -14,290 -60%
AWM
1094
Avior Wealth Management
Nebraska
$226K -$132K -4,670 -33%
WPW
1095
Waldron Private Wealth
Pennsylvania
$223K -$20.6K -730 -7%
SRC
1096
Sage Rhino Capital
California
$223K +$15.5K +550 +6%
PA
1097
Probity Advisors
Texas
$222K +$46.5K +1,650 +21%
BG
1098
Berry Group
Massachusetts
$221K -$7.04K -250 -3%
SIC
1099
Sigma Investment Counselors
Michigan
$220K +$40.3K +1,430 +18%
BFO
1100
Biltmore Family Office
North Carolina
$219K -$121K -4,300 -32%

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.