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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
WP
1076
WealthShield Partners
North Carolina
$874K +$25.9K +560 +3%
RCAG
1077
Rehmann Capital Advisory Group
Michigan
$869K -$4.62K -100 -0.5%
CMO
1078
Covenant Multifamily Offices
Texas
$868K -$403K -8,710 -32%
EGA
1079
E&G Advisors
Texas
$867K -$46.2K -1,000 -5%
IAN
1080
Integrated Advisors Network
Texas
$867K +$55K +1,190 +7%
CAG
1081
Csenge Advisory Group
Florida
$866K -$76.8K -1,660 -9%
RWM
1082
Ritholtz Wealth Management
New York
$862K +$340K +7,360 +66%
PG
1083
Patten Group
Tennessee
$855K -$9.25K -200 -1%
TCM
1084
Tributary Capital Management
Nebraska
$853K -$11.6K -250 -1%
IF
1085
Intrua Financial
Texas
$853K -$8.79K -190 -1%
MCG
1086
MACRO Consulting Group
New Jersey
$853K
ADIM
1087
Alpha DNA Investment Management
Maryland
$851K +$808K +17,470 +1,920%
OSIA
1088
O'Shares Investment Advisers
Massachusetts
$849K -$3.7K -80 -0.4%
SCM
1089
Salem Capital Management
Massachusetts
$848K +$57.8K +1,250 +7%
IFAM
1090
Institutional & Family Asset Management
Colorado
$848K +$559K +12,090 +195%
CFD
1091
Creative Financial Designs
Indiana
$842K -$9.25K -200 -1%
IIA
1092
IPG Investment Advisors
California
$839K +$57.8K +1,250 +7%
LFF
1093
Level Four Financial
Texas
$839K -$69.4K -1,500 -8%
GCA
1094
Genesee Capital Advisors
New York
$836K -$74.5K -1,610 -8%
SW
1095
SlateStone Wealth
Florida
$833K +$27.3K +590 +3%
CSIC
1096
Clifford Swan Investment Counsel
California
$826K -$9.25K -200 -1%
BFA
1097
Beaumont Financial Advisors
Massachusetts
$825K +$1.85K +40 +0.2%
PHK
1098
Point72 Hong Kong
Hong Kong
$821K -$7.78M -168,290 -90%
BOPW
1099
Brandywine Oak Private Wealth
Pennsylvania
$821K
22CM
1100
20/20 Capital Management
California
$820K +$30.1K +650 +4%

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.