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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
CAC
1276
Certified Advisory Corp
Florida
$3K
RBC
1277
Roble Belko & Company
Pennsylvania
$3K
BFC
1278
Bedel Financial Consulting
Indiana
$3K +$1.69K +60 +75%
KFS
1279
Kelly Financial Services
Massachusetts
$2.72K
OAM
1280
Optimal Asset Management
California
$2.29K +$453K +16,070 +20%
JWM
1281
Janiczek Wealth Management
Colorado
$2K
WAMC
1282
Western Asset Management Company
California
$2K +$1.41K +50 New
LWANC
1283
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$1.97K +70 New
LSA
1284
Lion Street Advisors
Texas
$2K +$2.25K +80 New
ETC
1285
Exchange Traded Concepts
Oklahoma
$2K +$2.54K +90 New
FWM
1286
Filbrandt Wealth Management
Wisconsin
$2K +$2.82K +100 New
FCH
1287
Freestone Capital Holdings
Washington
$1.83K +$1.22M +43,190 +127%
CCT
1288
Capital City Trust
Florida
$1.1K +$38.9K +1,380 +3%
BHWM
1289
Bay Harbor Wealth Management
Maryland
$1K -$7.33K -260 -81%
GFPC
1290
Global Financial Private Capital
Florida
$1K -$1.41K -50 -45%
PCFFS
1291
Pacific Center for Financial Services
California
$1K
VRM
1292
Vectors Research Management
New York
$1K
NL
1293
NWAM LLC
Washington
$367 -$19.7K -700 -4%
WA
1294
WBH Advisory
Maryland
$227 +$282 +10 +0.1%
FGAM
1295
Financial Gravity Asset Management
Texas
$35 -$38.9K -1,380 -49%
TI
1296
tru Independence
Oregon
$9
GQG Partners
1297
GQG Partners
Florida
-$136M -4,292,160 Closed
CCP
1298
Clough Capital Partners
Massachusetts
-$34.8M -1,099,610 Closed
Squarepoint
1299
Squarepoint
New York
-$34.8M -1,099,610 Closed
QIM
1300
Quantitative Investment Management
Virginia
-$25M -790,430 Closed

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.