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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
CPW
1276
Catalyst Private Wealth
California
$447K
SFA
1277
Sequoia Financial Advisors
Ohio
$446K -$53.2K -1,150 -11%
HPWM
1278
Highland Private Wealth Management
Washington
$446K +$2.77K +60 +0.6%
PFBT
1279
Parkside Financial Bank & Trust
Missouri
$446K +$3.24K +70 +0.7%
AP
1280
Americana Partners
Texas
$445K +$138K +2,990 +40%
LWP
1281
Lumature Wealth Partners
Georgia
$443K -$100K -2,170 -19%
CSPIA
1282
Cary Street Partners Investment Advisory
Virginia
$443K +$95.7K +2,070 +28%
UH
1283
Unigestion Holding
Switzerland
$439K +$438K +9,470 New
MIP
1284
Marietta Investment Partners
Wisconsin
$438K +$437K +9,440 New
IA
1285
Insight Advisors
Pennsylvania
$437K +$20.3K +440 +5%
SIM
1286
SSI Investment Management
California
$436K
PFA
1287
Peak Financial Advisors
Colorado
$430K -$82.3K -1,780 -16%
BWP
1288
BSW Wealth Partners
Colorado
$430K +$76.3K +1,650 +22%
SBSB
1289
Sullivan, Bruyette, Speros & Blaney
Virginia
$429K +$925 +20 +0.2%
AAM
1290
AMI Asset Management
California
$428K +$206K +4,460 +93%
SNT
1291
Security National Trust
West Virginia
$427K +$24K +520 +6%
ICG
1292
InterOcean Capital Group
Tennessee
$427K +$426K +9,210 New
CPA
1293
Clear Perspective Advisors
Illinois
$425K -$28.7K -620 -6%
KPCM
1294
Kings Point Capital Management
New York
$417K +$45.8K +990 +12%
NHC
1295
Nicholas Hoffman & Company
Georgia
$417K +$416K +8,990 New
II
1296
Inspire Investing
Idaho
$416K
GCA
1297
Gradient Capital Advisors
California
$414K +$2.77K +60 +0.7%
FCM
1298
Fortis Capital Management
Washington
$413K +$123K +2,670 +43%
CPC
1299
Consolidated Planning Corp
Georgia
$412K
MPPLM
1300
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$411K -$85.5K -1,850 -10%

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.