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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
AC
1151
Avestar Capital
New York
$665K +$221K +4,780 +49%
OIA
1152
OneDigital Investment Advisors
Kansas
$660K -$29.1K -630 -4%
NB
1153
Northwest Bancshares
Pennsylvania
$658K +$37.5K +810 +6%
AA
1154
AlphaMark Advisors
Kentucky
$652K -$19K -410 -3%
SW
1155
StrongBox Wealth
Missouri
$649K -$16.6K -360 -3%
NF
1156
Nikulski Financial
Iowa
$648K
GAAM
1157
Guinness Atkinson Asset Management
California
$646K -$18.5K -400 -3%
HIM
1158
Hillsdale Investment Management
Ontario, Canada
$644K +$518K +11,200 +415%
JAG
1159
Journey Advisory Group
Kentucky
$641K +$53.2K +1,150 +9%
WMA
1160
Wealth Management Associates
New Jersey
$637K -$6.94K -150 -1%
GKWIM
1161
Gerber Kawasaki Wealth & Investment Management
California
$637K -$65.7K -1,420 -9%
GCA
1162
Greenwood Capital Associates
South Carolina
$636K -$925 -20 -0.1%
CWP
1163
Concord Wealth Partners
Virginia
$636K +$487K +10,540 +331%
HC
1164
Henshaw Capital
Massachusetts
$635K
FMT
1165
First Mercantile Trust
Tennessee
$635K -$52.7K -1,140 -8%
TWI
1166
Thomas White International
Illinois
$631K
HIM
1167
Harbour Investment Management
Washington
$629K +$627K +13,560 New
CBTWT
1168
Community Bank & Trust (Waco, Texas)
Texas
$624K +$154K +3,330 +33%
TCM
1169
Traynor Capital Management
Pennsylvania
$623K +$172K +3,710 +38%
PCP
1170
Proficio Capital Partners
Massachusetts
$622K +$186K +4,030 +43%
SCM
1171
Seascape Capital Management
New Hampshire
$621K +$77.7K +1,680 +14%
EMG
1172
ETF Managers Group
New Jersey
$621K +$84.2K +1,820 +15%
OWP
1173
Obermeyer Wealth Partners
Colorado
$618K +$616K +13,320 New
GHAM
1174
Gilman Hill Asset Management
Connecticut
$615K +$3.24K +70 +0.5%
BP
1175
Ballentine Partners
Massachusetts
$612K +$18K +390 +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.