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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
GWSG
1351
GPS Wealth Strategies Group
Colorado
$337K -$17.1K -370 -5%
NSEDCP
1352
NJ State Employees Deferred Compensation Plan
New Jersey
$337K
KA
1353
Kercheville Advisors
Texas
$330K +$46.2K +1,000 +16%
TAM
1354
Townsend Asset Management
North Carolina
$330K +$111K +2,400 +51%
MSR
1355
Main Street Research
Connecticut
$328K +$3.7K +80 +1%
HIM
1356
Hotaling Investment Management
Pennsylvania
$327K +$925 +20 +0.3%
MFG
1357
Menard Financial Group
Texas
$327K +$14.8K +320 +5%
TPWA
1358
TRUE Private Wealth Advisors
Oregon
$326K -$387K -8,360 -54%
CCI
1359
Credit Capital Investments
New Jersey
$325K +$325K +7,020 New
CFFP
1360
Center for Financial Planning
Michigan
$324K
CIC
1361
Chase Investment Counsel
Virginia
$321K +$6.94K +150 +2%
BPB
1362
Badgley, Phelps & Bell
Washington
$318K -$78.6K -1,700 -20%
FFA
1363
Freedman Financial Associates
Massachusetts
$317K
MYIA
1364
Mount Yale Investment Advisors
Colorado
$317K +$29.6K +640 +10%
ASBI
1365
American State Bank (Iowa)
Iowa
$316K +$3.24K +70 +1%
CA
1366
Calton & Associates
Florida
$316K -$126K -2,730 -29%
LA
1367
LexAurum Advisors
Kansas
$312K
PFS
1368
Physicians Financial Services
North Carolina
$311K +$310K +6,700 New
CFGS
1369
Concourse Financial Group Securities
Alabama
$309K -$78.2K -1,690 -20%
PFA
1370
Pinnacle Family Advisors
Missouri
$309K
WP
1371
WealthSource Partners
California
$307K -$18.5K -400 -6%
GSIS
1372
Global Strategic Investment Solutions
Arizona
$306K +$306K +6,610 New
IBOK
1373
Independence Bank of Kentucky
Kentucky
$304K -$23.1K -500 -7%
IMA
1374
Investment Management Associates
Colorado
$304K +$303K +6,560 New
SDWMA
1375
Schneider Downs Wealth Management Advisors
Pennsylvania
$302K +$301K +6,510 New

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.