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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
RTC
1301
Riverview Trust Company
Washington
$410K -$18.5K -400 -4%
TF
1302
Tompkins Financial
New York
$410K -$2.31K -50 -0.6%
WPW
1303
Waldron Private Wealth
Pennsylvania
$409K -$2.77K -60 -0.7%
RWA
1304
Ropes Wealth Advisors
Massachusetts
$409K +$283K +6,120 +192%
SAM
1305
Sompo Asset Management
Japan
$408K -$217K -4,700 -35%
RHBC
1306
R.H. Bluestein & Co
Michigan
$407K +$46.2K +1,000 +13%
BCM
1307
Beck Capital Management
Texas
$402K +$401K +8,670 New
GCP
1308
GSA Capital Partners
United Kingdom
$398K +$397K +8,590 New
WCM
1309
Wedge Capital Management
North Carolina
$397K -$8.79K -190 -2%
MA
1310
MONECO Advisors
Connecticut
$396K +$154K +3,330 +64%
LWMM
1311
Legacy Wealth Management (Mississippi)
Mississippi
$396K
AA
1312
Apriem Advisors
California
$392K -$93.4K -2,020 -19%
DLA
1313
Douglas Lane & Associates
New York
$390K +$30.5K +660 +9%
IIC
1314
Integrated Investment Consultants
Michigan
$388K
CHP
1315
Cable Hill Partners
Oregon
$387K +$126K +2,730 +49%
KMWM
1316
Keudell/Morrison Wealth Management
Oregon
$386K -$59.2K -1,280 -13%
CAL
1317
Capital Analysts LLC
Pennsylvania
$386K +$117K +2,530 +44%
RIM
1318
Redwood Investment Management
Arizona
$384K +$129K +2,790 +51%
OPA
1319
Old Port Advisors
Maine
$381K +$380K +8,220 New
FWM
1320
Fairhaven Wealth Management
Illinois
$380K
GP
1321
Girard Partners
Pennsylvania
$379K +$925 +20 +0.2%
PPW
1322
Parcion Private Wealth
Washington
$377K +$9.25K +200 +3%
AWM
1323
Avior Wealth Management
Nebraska
$373K +$76.8K +1,660 +26%
CCM
1324
Carlson Capital Management
Minnesota
$372K
WIM
1325
Westside Investment Management
California
$372K -$22.7K -490 -2%

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.