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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
MP
1126
McDonald Partners
Ohio
$735K +$91.6K +1,980 +14%
SIM
1127
Sonora Investment Management
Arizona
$735K +$266K +5,750 +57%
NA
1128
Navellier & Associates
Nevada
$734K -$69.8K -1,510 -9%
EFS
1129
Essex Financial Services
Connecticut
$729K +$55.5K +1,200 +8%
CA
1130
Clearstead Advisors
Ohio
$728K +$52.3K +1,130 +8%
BTW
1131
Boston Trust Walden
Massachusetts
$719K
TVAMP
1132
Tennessee Valley Asset Management Partners
Tennessee
$717K +$2.31K +50 +0.3%
NFG
1133
Nations Financial Group
Iowa
$706K +$146K +3,150 +26%
OPS
1134
Orion Portfolio Solutions
Nebraska
$704K +$96.6K +2,090 +16%
MFGM
1135
Marshall Financial Group (Maryland)
Maryland
$702K -$79.5K -1,720 -10%
DLG
1136
Daniel L. Goodwin
$696K
SB
1137
Simmons Bank
Arkansas
$695K -$23.1K -500 -3%
NICM
1138
Neo Ivy Capital Management
New York
$695K +$663K +14,330 +2,171%
VFPI
1139
Vantage Financial Partners (Illinois)
Illinois
$693K +$379K +8,190 +121%
OC
1140
Oakworth Capital
Alabama
$692K
LGA
1141
Lebenthal Global Advisors
New York
$686K +$208K +4,500 +44%
CBFP
1142
Cedar Brook Financial Partners
Ohio
$684K +$50.9K +1,100 +8%
Cohen & Steers
1143
Cohen & Steers
New York
$683K -$77.2K -1,670 -10%
ACI
1144
Alpha Cubed Investments
California
$683K +$13.4K +290 +2%
ANTB
1145
AMG National Trust Bank
Colorado
$678K
MHS
1146
M Holdings Securities
Oregon
$677K +$676K +14,610 New
DA
1147
Doliver Advisors
Texas
$675K -$50.9K -1,100 -7%
TSS
1148
Two Sigma Securities
New York
$675K +$673K +14,550 New
BCM
1149
Brookstone Capital Management
Illinois
$667K -$105K -2,280 -14%
BFM
1150
Boston Financial Management
Massachusetts
$666K -$18.5K -400 -3%

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.