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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
OSAM
1176
O'Shaughnessy Asset Management
Connecticut
$69K -$205K -7,290 -71%
BWM
1177
Baystate Wealth Management
Massachusetts
$69K -$36.3K -1,290 -31%
SQA
1178
Simon Quick Advisors
New Jersey
$67K +$9.58K +340 +14%
SIAS
1179
Shine Investment Advisory Services
Colorado
$67K +$16.3K +580 +26%
LC
1180
Lindbrook Capital
California
$64K -$101K -3,590 -57%
GWS
1181
Glassman Wealth Services
Virginia
$63K -$5.92K -210 -7%
FCB
1182
First Command Bank
Texas
$61K
FCFS
1183
First Command Financial Services
Texas
$61K
AF
1184
Allworth Financial
California
$56K
SLF
1185
Sun Life Financial
Ontario, Canada
$56K +$282 +10 +0.4%
CHC
1186
City Holding Co
West Virginia
$55K +$50.1K +1,780 +330%
JFGIW
1187
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54K +$845 +30 +1%
HI
1188
Hudock Inc
Pennsylvania
$54K +$58.9K +2,090 +950%
CCA
1189
Column Capital Advisors
Indiana
$53K +$8.45K +300 +16%
TFO
1190
Tarbox Family Office
California
$51K +$3.1K +110 +5%
EW
1191
Evoke Wealth
California
$49.2K -$238K -8,440 -80%
VCM
1192
Versant Capital Management
Arizona
$49K +$58.6K +2,080 New
SL
1193
Savior LLC
Massachusetts
$48K -$3.66K -130 -6%
EARNEST Partners
1194
EARNEST Partners
Georgia
$48K
CAM
1195
Close Asset Management
United Kingdom
$47K
AA
1196
AlphaMark Advisors
Kentucky
$46K +$1.41K +50 +3%
SIC
1197
Salem Investment Counselors
North Carolina
$45K -$845 -30 -2%
DWM
1198
Darwin Wealth Management
Florida
$44K +$52.7K +1,870 New
CFFP
1199
Center for Financial Planning
Michigan
$41K +$1.97K +70 +4%
PB
1200
Pinnacle Bancorp
Nebraska
$41K +$35.2K +1,250 +250%

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.