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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
LPWM
1226
Lake Point Wealth Management
Texas
$24K +$26.2K +930 +1,163%
HFA
1227
HC Financial Advisors
California
$24K +$28.2K +1,000 New
PCC
1228
Park Circle Company
Maryland
$24K +$28.2K +1,000 New
RE
1229
RBC Europe
United Kingdom
$23.7K
SIAP
1230
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
NICM
1231
Neo Ivy Capital Management
New York
$22K -$528K -18,740 -95%
CIAS
1232
CBIZ Investment Advisory Services
Ohio
$20K
MCM
1233
McMillion Capital Management
North Carolina
$19K
RIA
1234
RPG Investment Advisory
California
$17K
ME
1235
McIlrath & Eck
Washington
$16K +$2.82K +100 +18%
VCP
1236
Verus Capital Partners
Arizona
$15K -$12.1K -430 -41%
TCM
1237
Tradewinds Capital Management
Washington
$15K
AIM
1238
Anchor Investment Management
South Carolina
$14.9K +$2.25K +80 +15%
NSIM
1239
North Star Investment Management
Illinois
$14K -$11.6K -410 -40%
EWP
1240
Engrave Wealth Partners
Texas
$14K
SWM
1241
Selective Wealth Management
Virginia
$14K
WCG
1242
Weaver Consulting Group
California
$14K
TC
1243
Truvestments Capital
Florida
$13K +$16.1K +570 New
MLL
1244
Moody Lynn & Lieberson
Massachusetts
$12.1K -$9.21M -326,900 -39%
TFA
1245
Toth Financial Advisory
Virginia
$12K -$518K -18,400 -97%
CAGAS
1246
Capital Advisory Group Advisory Services
Minnesota
$12K -$249K -8,830 -95%
AIM
1247
AIA Investment Management
Singapore
$12K
IRC
1248
Investors Research Corp
Georgia
$12K
BAM
1249
Bellevue Asset Management
Washington
$12K +$12.4K +440 New
TCM
1250
TD Capital Management
Tennessee
$11K -$41.1K -1,460 -75%

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.