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Broadcom
AVGO

Overview Fund Activity

1,682 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, 751 increasing their positions, 590 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,682
Holders Change
+57
Holders Change %
+3.51%
% of All Funds
29.62%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.5%
New
165
Increased
751
Reduced
590
Closed
93
Calls
$2.14B
Puts
$3.48B
Net Calls
-$1.33B
Net Calls Change
+$716M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B
2
Charles Schwab
Charles Schwab
California
+$894M
3
BlackRock
BlackRock
New York
+$582M
4
GQG Partners
GQG Partners
Florida
+$361M
5
Franklin Resources
Franklin Resources
California
+$270M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
2
Citadel Advisors
Citadel Advisors
Florida
-$399M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$268M
4
CS
Credit Suisse
Switzerland
-$231M
5
EIP
Epoch Investment Partners
New York
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIP
1276
Marietta Investment Partners
Wisconsin
$438K +$438K +9,440 New
IA
1277
Insight Advisors
Pennsylvania
$437K +$20.1K +440 +5%
SIM
1278
SSI Investment Management
California
$436K – – –
PFA
1279
Peak Financial Advisors
Colorado
$430K -$82.5K -1,780 -16%
BWP
1280
BSW Wealth Partners
Colorado
$430K +$76.5K +1,650 +22%
SBSB
1281
Sullivan, Bruyette, Speros & Blaney
Virginia
$429K +$929 +20 +0.2%
AAM
1282
AMI Asset Management
California
$428K +$207K +4,460 +93%
SNT
1283
Security National Trust
West Virginia
$427K +$24.1K +520 +6%
ICG
1284
InterOcean Capital Group
Tennessee
$427K +$427K +9,210 New
CPA
1285
Clear Perspective Advisors
Illinois
$425K -$28.7K -620 -6%
KPCM
1286
Kings Point Capital Management
New York
$417K +$45.9K +990 +12%
NHC
1287
Nicholas Hoffman & Company
Georgia
$417K +$417K +8,990 New
II
1288
Inspire Investing
Idaho
$416K – – –
GCA
1289
Gradient Capital Advisors
California
$414K +$2.78K +60 +0.7%
FCM
1290
Fortis Capital Management
Washington
$413K +$124K +2,670 +43%
CPC
1291
Consolidated Planning Corp
Georgia
$412K – – –
MPPLM
1292
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$411K -$43.8K -1,850 -10%
RTC
1293
Riverview Trust Company
Washington
$410K -$18.6K -400 -4%
TF
1294
Tompkins Financial
New York
$410K -$2.32K -50 -0.6%
WPW
1295
Waldron Private Wealth
Pennsylvania
$409K -$2.78K -60 -0.7%
RWA
1296
Ropes Wealth Advisors
Massachusetts
$409K +$269K +6,120 +192%
SAM
1297
Sompo Asset Management
Japan
$408K -$218K -4,700 -35%
RHBC
1298
R.H. Bluestein & Co
Michigan
$407K +$46.4K +1,000 +13%
BCM
1299
Beck Capital Management
Texas
$402K +$402K +8,670 New
GCP
1300
GSA Capital Partners
United Kingdom
$398K +$398K +8,590 New
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