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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
IIA
1176
ICW Investment Advisors
Arizona
$610K +$18K +390 +3%
RMAM
1177
Raab & Moskowitz Asset Management
New Jersey
$606K
RPWA
1178
Regent Peak Wealth Advisors
Georgia
$606K +$28.7K +620 +5%
NC
1179
NewSquare Capital
Pennsylvania
$605K +$116K +2,500 +24%
WSC
1180
Wellington Shields & Co
New York
$603K
HFM
1181
Hartford Financial Management
Connecticut
$603K +$601K +13,000 New
NDSI
1182
Newman Dignan & Sheerar Inc
Rhode Island
$600K +$80.5K +1,740 +16%
Nomura Holdings
1183
Nomura Holdings
Japan
$599K -$11.9M -257,790 -95%
GSEP
1184
Golden State Equity Partners
California
$599K -$74K -1,600 -11%
UC
1185
Unio Capital
New Jersey
$597K -$574K -12,410 -49%
MPCG
1186
Matrix Private Capital Group
New York
$597K -$13.9K -300 -2%
GW
1187
GW & Wade
Massachusetts
$594K +$177K +3,820 +42%
CCA
1188
Childress Capital Advisors
Texas
$588K +$179K +3,880 +44%
SWA
1189
Stratos Wealth Advisors
Ohio
$585K +$195K +4,210 +50%
DWM
1190
Defined Wealth Management
Oregon
$583K
CA
1191
Crumly & Associates
Illinois
$583K +$132K +2,850 +29%
FPS
1192
Fieldpoint Private Securities
Connecticut
$582K +$90.6K +1,960 +19%
LWM
1193
Lyell Wealth Management
California
$582K +$581K +12,560 New
FC
1194
Ferris Capital
Massachusetts
$579K +$577K +12,480 New
PFGIA
1195
Patriot Financial Group Insurance Agency
Massachusetts
$578K -$16.6K -360 -3%
SC
1196
Savant Capital
Illinois
$573K +$57.8K +1,250 +11%
CAM
1197
Covenant Asset Management
New Jersey
$572K +$78.6K +1,700 +16%
CAC
1198
Core Alternative Capital
Georgia
$571K +$570K +12,320 New
IG
1199
ING Group
Netherlands
$570K -$12.4M -268,010 -96%
HCM
1200
Hollencrest Capital Management
California
$570K +$14.3K +310 +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.