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Broadcom
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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 %
WCM
1301
Wedge Capital Management
North Carolina
$397K -$8.81K -190 -2%
MA
1302
MONECO Advisors
Connecticut
$396K +$154K +3,330 +64%
LWMM
1303
Legacy Wealth Management (Mississippi)
Mississippi
$396K – – –
AA
1304
Apriem Advisors
California
$392K -$93.6K -2,020 -19%
DLA
1305
Douglas Lane & Associates
New York
$390K +$30.6K +660 +9%
IIC
1306
Integrated Investment Consultants
Michigan
$388K – – –
CHP
1307
Cable Hill Partners
Oregon
$387K +$127K +2,730 +49%
KMWM
1308
Keudell/Morrison Wealth Management
Oregon
$386K -$59.3K -1,280 -13%
CAL
1309
Capital Analysts LLC
Pennsylvania
$386K +$117K +2,530 +44%
RIM
1310
Redwood Investment Management
Arizona
$384K +$129K +2,790 +51%
OPA
1311
Old Port Advisors
Maine
$381K +$381K +8,220 New
FWM
1312
Fairhaven Wealth Management
Illinois
$380K – – –
GP
1313
Girard Partners
Pennsylvania
$379K +$928 +20 +0.2%
PPW
1314
Parcion Private Wealth
Washington
$377K +$9.27K +200 +3%
AWM
1315
Avior Wealth Management
Nebraska
$373K +$76.8K +1,660 +26%
CCM
1316
Carlson Capital Management
Minnesota
$372K – – –
WIM
1317
Westside Investment Management
California
$372K -$7.09K -490 -2%
VW
1318
Vantage Wealth
California
$371K – – –
Fiera Capital (Canada)
1319
Fiera Capital (Canada)
Quebec, Canada
$369K -$92.7K -2,000 -20%
CWA
1320
Canvas Wealth Advisors
Kansas
$366K +$366K +7,570 New
ATPW
1321
Ashton Thomas Private Wealth
Arizona
$363K +$93.7K +2,020 +35%
DWA
1322
Douglass Winthrop Advisors
New York
$360K – – –
CWP
1323
Capital Wealth Planning
Florida
$360K +$126K +2,730 +54%
DHFB
1324
Dixon Hubard Feinour & Brown
Virginia
$360K +$360K +7,760 New
MFG
1325
Magnus Financial Group
New York
$359K -$565K -12,180 -61%
51 52
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