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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
GA
1201
Geller Advisors
New York
$570K +$380K +8,210 +201%
NJBEST
1202
New Jersey Better Educational Savings Trust
New Jersey
$568K
MCCP
1203
Mission Creek Capital Partners
California
$568K +$1.39K +30 +0.2%
CA
1204
Cornerstone Advisory
Maryland
$566K +$564K +12,200 New
CFG
1205
Cooper Financial Group
California
$559K -$291K -6,300 -34%
JWCA
1206
J.W. Coons Advisors
Ohio
$557K +$94.8K +2,050 +21%
LSV Asset Management
1207
LSV Asset Management
Illinois
$556K -$370K -8,000 -40%
IGGA
1208
Iron Gate Global Advisors
Utah
$552K -$5.55K -120 -1%
TFA
1209
Toth Financial Advisory
Virginia
$552K
FFN
1210
Focus Financial Network
Minnesota
$551K +$136K +2,950 +33%
BFO
1211
Biltmore Family Office
North Carolina
$548K
BCA
1212
Berman Capital Advisors
Georgia
$545K +$125K +2,710 +30%
PFPT
1213
Pinnacle Financial Partners (Tennessee)
Tennessee
$544K +$13.4K +290 +3%
CLOS
1214
Compagnie Lombard Odier SCmA
Switzerland
$543K +$223K +4,830 +70%
AC
1215
Abbrea Capital
California
$542K +$178K +3,860 +49%
PP
1216
Patron Partners
Texas
$541K +$52.7K +1,140 +11%
FFS
1217
Founders Financial Securities
Maryland
$541K +$90.6K +1,960 +20%
MG
1218
Mather Group
Illinois
$540K +$40.2K +870 +8%
VNA
1219
Valley National Advisers
Pennsylvania
$537K -$3.17M -68,540 -86%
MCA
1220
Magnolia Capital Advisors
Mississippi
$537K +$535K +11,580 New
WI
1221
Wintrust Investments
Illinois
$535K +$533K +11,530 New
First Manhattan
1222
First Manhattan
New York
$534K +$8.79K +190 +2%
RG
1223
Rathbones Group
United Kingdom
$533K -$5.55K -120 -1%
NL
1224
Navalign LLC
California
$530K +$529K +11,430 New
AFP
1225
Ausdal Financial Partners
Iowa
$527K +$56.4K +1,220 +12%

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.