We are live on ! Find out more
AVGO icon

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
WQ
1126
Wealth Quarterback
New Jersey
$193K -$671K -23,830 -74%
PWMG
1127
Prestige Wealth Management Group
New Jersey
$193K +$75.8K +2,690 +49%
LWCFA
1128
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K -$3.66K -130 -2%
IBOK
1129
Independence Bank of Kentucky
Kentucky
$191K
BWP
1130
Baldwin Wealth Partners
Massachusetts
$181K
SNT
1131
Security National Trust
West Virginia
$181K +$31.3K +1,110 +17%
CFGS
1132
Concourse Financial Group Securities
Alabama
$180K +$87.1K +3,090 +69%
WB
1133
Webster Bank
Connecticut
$179K -$8.17K -290 -4%
First Manhattan
1134
First Manhattan
New York
$179K +$19.7K +700 +10%
FL
1135
Fort LP
Maryland
$171K -$111K -3,940 -35%
IFAM
1136
Institutional & Family Asset Management
Colorado
$162K +$10.1K +360 +6%
WAP
1137
Wealthcare Advisory Partners
Pennsylvania
$162K +$161K +5,720 +520%
AF
1138
Advisornet Financial
Minnesota
$157K -$116K -4,110 -38%
EDRH
1139
Edmond de Rothschild Holding
Switzerland
$157K +$187K +6,630 New
PA
1140
Procyon Advisors
Connecticut
$150K +$29.6K +1,050 +20%
BCA
1141
Berman Capital Advisors
Georgia
$144K +$1.13K +40 +0.7%
CFG
1142
Citizens Financial Group
Rhode Island
$143K -$21.7K -770 -11%
ST
1143
Smithfield Trust
Pennsylvania
$142K -$70.7K -2,510 -30%
CAL
1144
Capital Analysts LLC
Pennsylvania
$140K +$1.13K +40 +0.7%
CIA
1145
CSat Investment Advisory
Michigan
$138K +$24.8K +880 +18%
AIM
1146
Artemis Investment Management
United Kingdom
$130K +$43.5M +1,544,060 +39%
AAP
1147
Arax Advisory Partners
Colorado
$130K -$8.17K -290 -5%
EWM
1148
EPG Wealth Management
Georgia
$124K +$62.8K +2,230 +75%
PAA
1149
Peregrine Asset Advisers
Oregon
$120K +$143K +5,080 New
PVH
1150
Psagot Value Holdings
Israel
$119K +$30.4K +1,080 +27%

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.