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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
WG
1251
Winton Group
United Kingdom
$486K +$242K +5,240 +100%
FNBOH
1252
First National Bank of Hutchinson
Kansas
$485K -$140K -3,020 -22%
SFG
1253
SevenBridge Financial Group
Pennsylvania
$483K +$2.31K +50 +0.5%
BPA
1254
Beacon Pointe Advisors
California
$481K +$49.9K +1,080 +12%
FMW
1255
Farr Miller & Washington
District of Columbia
$478K -$112K -2,430 -19%
BAAM
1256
Baker Avenue Asset Management
California
$478K +$1.85K +40 +0.4%
HFP
1257
Holistic Financial Partners
Indiana
$477K +$10.2K +220 +2%
FBB
1258
Fulton Breakefield Broenniman
Maryland
$476K +$475K +10,270 New
IHL
1259
Investment House LLC
California
$475K
AWG
1260
Altus Wealth Group
Colorado
$475K +$14.3K +310 +3%
NRS
1261
Neville Rodie & Shaw
New York
$471K
BJL
1262
Brighton Jones LLC
Washington
$471K +$72.6K +1,570 +18%
CHAM
1263
Clear Harbor Asset Management
Connecticut
$466K -$97.1K -2,100 -17%
BS
1264
Bessemer Securities
New York
$464K
CNC
1265
Canandaigua National Corp
New York
$463K -$11.6K -250 -2%
MNG
1266
Manning & Napier Group
New York
$463K
TWM
1267
Tradition Wealth Management
Minnesota
$463K +$6.94K +150 +2%
MIM
1268
MTM Investment Management
South Carolina
$458K +$92.5K +2,000 +25%
MW
1269
MBL Wealth
North Carolina
$458K +$174K +3,770 +62%
SRC
1270
Sage Rhino Capital
California
$457K +$4.16K +90 +0.9%
MS
1271
Maven Securities
Jersey
$457K +$158K +3,420 +53%
JHCP
1272
Jackson Hole Capital Partners
Oklahoma
$456K +$49K +1,060 +12%
RIA
1273
Realta Investment Advisors
Delaware
$453K -$44.4K -960 -9%
KFA
1274
Krane Funds Advisors
New York
$449K +$448K +9,690 New
HR
1275
Hayden Royal
North Carolina
$448K +$447K +9,660 New

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.