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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
FBT
1251
First Bank & Trust
South Dakota
$10K -$57.2K -2,030 -83%
IAS
1252
IMA Advisory Services
Colorado
$10K
RDWM
1253
Red Door Wealth Management
Tennessee
$10K +$12.4K +440 New
CYG
1254
Clean Yield Group
Vermont
$9K -$259K -9,200 -96%
CAL
1255
Capital Advisors Ltd
Ohio
$9K +$10.4K +370 New
PK
1256
Pflug Koory
Nebraska
$8K
TC
1257
Trust Company
Kansas
$8K
LWA
1258
Lowe Wealth Advisors
Maryland
$7K -$1.13K -40 -12%
Kayne Anderson Rudnick Investment Management
1259
Kayne Anderson Rudnick Investment Management
California
$7K
TL
1260
TrueWealth LLC
Georgia
$7K
SFA
1261
Semmax Financial Advisors
North Carolina
$6K -$3.1K -110 -31%
CHA
1262
Carmichael Hill & Associates
Maryland
$6K
NG
1263
NWK Group
California
$6K
CWP
1264
CFM Wealth Partners
Texas
$6K +$7.33K +260 New
LAS
1265
Lloyd Advisory Services
Georgia
$5K -$2.82K -100 -30%
BC
1266
Belmont Capital
California
$5K
SIS
1267
Sound Income Strategies
Florida
$5K
WLPWM
1268
Walled Lake Planning & Wealth Management
Illinois
$5K
CAN
1269
Claraphi Advisory Network
United States
$5K +$6.2K +220 New
NL
1270
NVWM LLC
Pennsylvania
$4K -$322K -11,420 -99%
TF
1271
TimeScale Financial
Massachusetts
$4K -$42.3K -1,500 -90%
BWA
1272
BDO Wealth Advisors
Florida
$4K -$5.92K -210 -58%
AWM
1273
Atticus Wealth Management
Florida
$4K
EWA
1274
Evolution Wealth Advisors
Florida
$3K -$119K -4,210 -97%
EI
1275
Ellevest Inc
New York
$3K -$5.92K -210 -60%

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.