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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
CFA
1101
Camarda Financial Advisors
Florida
$808K -$56.9K -1,230 -7%
ET
1102
Equitable Trust
Tennessee
$799K -$145K -3,130 -15%
HB
1103
Homrich & Berg
Georgia
$798K +$1.85K +40 +0.2%
PI
1104
Putnam Investments
Massachusetts
$797K -$16.6K -360 -2%
QCM
1105
Quest Capital Management
Texas
$796K +$8.32K +180 +1%
CCB
1106
Cutter & Co Brokerage
Missouri
$793K -$158K -3,410 -17%
ACS
1107
Archford Capital Strategies
Illinois
$792K -$3.24K -70 -0.4%
NNP
1108
Nachman Norwood & Parrott
South Carolina
$789K +$26.4K +570 +3%
YWP
1109
YorkBridge Wealth Partners
New York
$787K +$99.4K +2,150 +15%
RMCM
1110
Reynders McVeigh Capital Management
Massachusetts
$780K -$61.5K -1,330 -7%
CA
1111
Claro Advisors
Massachusetts
$776K -$1.85K -40 -0.2%
WBC
1112
West Branch Capital
Massachusetts
$776K +$41.2K +890 +6%
NME
1113
Notis-McConarty Edward
$765K
OTPPB
1114
Ontario Teachers' Pension Plan Board
Ontario, Canada
$765K +$543K +11,750 +248%
FWM
1115
Foresight Wealth Management
Utah
$764K +$236K +5,100 +45%
PWPS
1116
Pinnacle Wealth Planning Services
Ohio
$759K +$74.9K +1,620 +11%
MCC
1117
Money Concepts Capital
Florida
$757K +$146K +3,160 +24%
OA
1118
Oxbow Advisors
Texas
$751K
CCC
1119
Crescent Capital Consulting
Louisiana
$749K +$469K +10,140 +169%
Fayez Sarofim & Co
1120
Fayez Sarofim & Co
Texas
$748K +$746K +16,140 New
B
1121
Bailard
California
$747K +$56.4K +1,220 +8%
WSFS
1122
Wilmington Savings Fund Society
Delaware
$746K +$4.62K +100 +0.6%
PWA
1123
Providence Wealth Advisors
Illinois
$740K +$38.8K +840 +6%
BDF
1124
Balasa Dinverno & Foltz
$740K +$77.2K +1,670 +12%
CWC
1125
Carolinas Wealth Consulting
North Carolina
$736K +$14.8K +320 +2%

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.