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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
VW
1326
Vantage Wealth
California
$371K
Fiera Capital (Canada)
1327
Fiera Capital (Canada)
Quebec, Canada
$369K -$92.5K -2,000 -20%
CWA
1328
Canvas Wealth Advisors
Kansas
$366K +$350K +7,570 New
ATPW
1329
Ashton Thomas Private Wealth
Arizona
$363K +$93.4K +2,020 +35%
DWA
1330
Douglass Winthrop Advisors
New York
$360K
CWP
1331
Capital Wealth Planning
Florida
$360K +$126K +2,730 +54%
DHFB
1332
Dixon Hubard Feinour & Brown
Virginia
$360K +$359K +7,760 New
MFG
1333
Magnus Financial Group
New York
$359K -$563K -12,180 -61%
SIC
1334
Sigma Investment Counselors
Michigan
$353K
MCP
1335
Mirador Capital Partners
California
$353K +$10.2K +220 +3%
KF
1336
Krilogy Financial
Missouri
$351K +$15.7K +340 +5%
EWM
1337
EPG Wealth Management
Georgia
$349K +$47.2K +1,020 +16%
CIC
1338
Chilton Investment Company
Connecticut
$348K -$6.94K -150 -2%
S
1339
SimplyRich
California
$348K
SIG
1340
Sargent Investment Group
Maryland
$347K -$36.1K -780 -9%
CFS
1341
Capital Financial Services
New York
$345K
SHA
1342
Seneca House Advisors
Virginia
$345K +$344K +7,440 New
BWP
1343
Baldwin Wealth Partners
Massachusetts
$342K
WIA
1344
Wealthstreet Investment Advisors
Texas
$341K -$13.9K -300 -4%
VBCG
1345
Valley Brook Capital Group
Pennsylvania
$341K +$28.2K +610 +9%
W
1346
WealthStone
Ohio
$341K +$43K +930 +14%
CFG
1347
Citizens Financial Group
Rhode Island
$341K +$340K +7,350 New
MA
1348
MUFG Americas
New York
$339K -$8.79K -190 -3%
CAG
1349
Crestwood Advisors Group
Massachusetts
$339K +$93.9K +2,030 +38%
MBT
1350
Montecito Bank & Trust
California
$337K -$23.1K -500 -6%

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.