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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
VC
1101
Veracity Capital
Georgia
$219K -$1.97K -70 -0.8%
IAIM
1102
International Assets Investment Management
Florida
$216K +$257K +9,110 New
ST
1103
Sabal Trust
Florida
$215K -$19.1M -678,450 -99%
PCG
1104
Private Capital Group
Connecticut
$214K -$47.9K -1,700 -16%
SFA
1105
Sequoia Financial Advisors
Ohio
$213K -$480K -17,030 -65%
IHL
1106
Investment House LLC
California
$213K -$14.1K -500 -5%
CI
1107
CAZ Investments
Texas
$213K +$254K +9,000 New
TVAMP
1108
Tennessee Valley Asset Management Partners
Tennessee
$213K +$254K +9,000 New
PFG
1109
PAX Financial Group
Texas
$212K +$225K +7,990 New
LJAC
1110
L.J. Altfest & Co
New York
$212K +$252K +8,930 New
OPS
1111
Orion Portfolio Solutions
Nebraska
$211K -$789K -28,020 -76%
WCM
1112
Wedge Capital Management
North Carolina
$211K +$11.6K +410 +5%
PWPS
1113
Pinnacle Wealth Planning Services
Ohio
$209K -$163K -5,770 -39%
BAM
1114
Blueshift Asset Management
New Jersey
$208K -$769K -27,280 -76%
AFM
1115
Andesa Financial Management
Pennsylvania
$208K -$139K -4,930 -36%
RC
1116
RegentAtlantic Capital
New Jersey
$208K -$2.25K -80 -0.9%
SGA
1117
Strategic Global Advisors
California
$207K -$3.91M -138,620 -94%
CPC
1118
Consolidated Planning Corp
Georgia
$206K
JT
1119
Jump Trading
Illinois
$206K +$245K +8,700 New
IFWM
1120
Institute for Wealth Management
Colorado
$205K -$6.2K -220 -2%
TAM
1121
Trillium Asset Management
Massachusetts
$205K
CA
1122
Calton & Associates
Florida
$204K +$9.86K +350 +4%
SBSB
1123
Sullivan, Bruyette, Speros & Blaney
Virginia
$204K +$76.1K +2,700 +46%
CA
1124
Clearstead Advisors
Ohio
$203K
LWMM
1125
Legacy Wealth Management (Mississippi)
Mississippi
$202K

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.