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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 %
SIC
1326
Sigma Investment Counselors
Michigan
$353K – – –
MCP
1327
Mirador Capital Partners
California
$353K +$10.2K +220 +3%
KF
1328
Krilogy Financial
Missouri
$351K +$15.8K +340 +5%
EWM
1329
EPG Wealth Management
Georgia
$349K +$47.3K +1,020 +16%
CIC
1330
Chilton Investment Company
Connecticut
$348K -$6.96K -150 -2%
S
1331
SimplyRich
California
$348K – – –
SIG
1332
Sargent Investment Group
Maryland
$347K -$36.2K -780 -9%
CFS
1333
Capital Financial Services
New York
$345K – – –
SHA
1334
Seneca House Advisors
Virginia
$345K +$345K +7,440 New
BWP
1335
Baldwin Wealth Partners
Massachusetts
$342K – – –
WIA
1336
Wealthstreet Investment Advisors
Texas
$341K -$13.9K -300 -4%
VBCG
1337
Valley Brook Capital Group
Pennsylvania
$341K +$28.3K +610 +9%
W
1338
WealthStone
Ohio
$341K +$43K +930 +14%
CFG
1339
Citizens Financial Group
Rhode Island
$341K +$341K +7,350 New
MA
1340
MUFG Americas
New York
$339K -$8.81K -190 -3%
CAG
1341
Crestwood Advisors Group
Massachusetts
$339K +$94K +2,030 +38%
MBT
1342
Montecito Bank & Trust
California
$337K -$23.2K -500 -6%
GWSG
1343
GPS Wealth Strategies Group
Colorado
$337K -$17.2K -370 -5%
NSEDCP
1344
NJ State Employees Deferred Compensation Plan
New Jersey
$337K – – –
KA
1345
Kercheville Advisors
Texas
$330K +$46.5K +1,000 +16%
TAM
1346
Townsend Asset Management
North Carolina
$330K +$111K +2,400 +51%
MSR
1347
Main Street Research
Connecticut
$328K +$3.71K +80 +1%
HIM
1348
Hotaling Investment Management
Pennsylvania
$327K +$926 +20 +0.3%
MFG
1349
Menard Financial Group
Texas
$327K +$14.8K +320 +5%
TPWA
1350
TRUE Private Wealth Advisors
Oregon
$326K -$388K -8,360 -54%
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