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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
SCA
1151
Stonebridge Capital Advisors
Minnesota
$116K
SAS
1152
Stelac Advisory Services
New York
$116K +$138K +4,900 New
WIM
1153
Westside Investment Management
California
$112K +$662K +23,510 New
IUHSA
1154
Itau Unibanco Holding S.A.
Brazil
$112K +$38.9K +1,380 +41%
CF
1155
Centaurus Financial
California
$108K -$6.48K -230 -5%
AWM
1156
AllSquare Wealth Management
New York
$105K
CFA
1157
Carroll Financial Associates
North Carolina
$103K -$160K -5,670 -56%
CBT
1158
Central Bank & Trust
Kentucky
$102K -$16.9K -600 -12%
BL
1159
Balentine LLC
Georgia
$101K -$33K -1,170 -22%
QAM
1160
QCI Asset Management
New York
$98K -$28.2K -1,000 -19%
SCM
1161
Silvant Capital Management
Georgia
$96K
SBL
1162
Sargent Bickham Lagudis
Colorado
$87K +$79.2K +2,810 +319%
SWA
1163
Sutton Wealth Advisors
Florida
$86.8K +$3.66K +130 +4%
SSB
1164
Sandy Spring Bank
Maryland
$85K -$8.45K -300 -8%
EFSCE
1165
Enterprise Financial Services Corp (EFSC)
Missouri
$81K +$11.6K +410 +14%
AWA
1166
Arkadios Wealth Advisors
Georgia
$78.3K +$28.2K +1,000 +43%
ZB
1167
Zions Bancorporation
Utah
$78K -$33.2K -1,180 -26%
WFMPM
1168
Woodley Farra Manion Portfolio Management
Indiana
$78K
RWA
1169
Ropes Wealth Advisors
Massachusetts
$77K
GFPC
1170
Global Financial Private Client
Florida
$76.3K
PFBT
1171
Parkside Financial Bank & Trust
Missouri
$76K -$10.4K -370 -10%
LWA
1172
Lenox Wealth Advisors
New York
$74K -$10.4K -370 -11%
BCM
1173
Blume Capital Management
California
$71K
CDIA
1174
Capital Directions Investment Advisors
Georgia
$71K +$4.23K +150 +5%
JCM
1175
Jacobi Capital Management
Pennsylvania
$70K +$23.4K +830 +39%

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.