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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
MF
1201
Manchester Financial
California
$39K -$13.8K -490 -23%
EIP
1202
Ellis Investment Partners
Pennsylvania
$39K +$14.7K +520 +42%
CS
1203
Capital Square
Tennessee
$39K +$46.8K +1,660 New
AP
1204
Atwood & Palmer
Missouri
$37K +$37.5K +1,330 +532%
FWM
1205
FSA Wealth Management
Massachusetts
$36K
GAM
1206
Gemmer Asset Management
California
$36K +$4.23K +150 +11%
PCTC
1207
Perkins Coie Trust Company
Washington
$35K +$1.41K +50 +3%
GCM
1208
Gables Capital Management
Florida
$35K +$42K +1,490 New
HWA
1209
Heritage Wealth Advisors
Virginia
$34.1K -$10.4K -370 -20%
PO
1210
Private Ocean
California
$34K +$12.7K +450 +45%
HIIFS
1211
Harel Insurance Investments & Financial Services
Israel
$31K -$368K -13,050 -91%
VCM
1212
Vigilant Capital Management
Maine
$31K -$70.4K -2,500 -65%
MPWT
1213
MassMutual Private Wealth & Trust
Connecticut
$31K +$11K +390 +42%
TWA
1214
TCI Wealth Advisors
Arizona
$30K -$78.9K -2,800 -69%
PFO
1215
Pathstone Family Office
New Jersey
$30K +$282 +10 +0.8%
SMG
1216
Spectrum Management Group
Indiana
$29K -$2.49M -88,370 -99%
HWA
1217
HHM Wealth Advisors
Tennessee
$29K +$34.7K +1,230 New
CI
1218
CX Institutional
Indiana
$27K -$6.48K -230 -17%
PMFA
1219
Plante Moran Financial Advisors
Michigan
$27K -$845 -30 -3%
SIM
1220
Sonora Investment Management
Arizona
$26K
LWM
1221
Liberty Wealth Management
California
$26K +$5.35K +190 +21%
AWMS
1222
Advocacy Wealth Management Services
Georgia
$25K +$2.54K +90 +9%
FFC
1223
First Financial Corp
Indiana
$24K -$5.35K -190 -16%
GWMIA
1224
Global Wealth Management Investment Advisory
Florida
$24K
ICM
1225
Islay Capital Management
Texas
$24K

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.