AVGO icon

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 %
CCI
1351
Credit Capital Investments
New Jersey
$325K +$325K +7,020 New
CFFP
1352
Center for Financial Planning
Michigan
$324K – – –
CIC
1353
Chase Investment Counsel
Virginia
$321K +$6.94K +150 +2%
BPB
1354
Badgley, Phelps & Bell
Washington
$318K -$78.8K -1,700 -20%
FFA
1355
Freedman Financial Associates
Massachusetts
$317K – – –
MYIA
1356
Mount Yale Investment Advisors
Colorado
$317K +$29.7K +640 +10%
CA
1357
Calton & Associates
Florida
$316K -$127K -2,730 -29%
LA
1358
LexAurum Advisors
Kansas
$312K – – –
PFS
1359
Physicians Financial Services
North Carolina
$311K +$311K +6,700 New
CFGS
1360
Concourse Financial Group Securities
Alabama
$309K -$78.3K -1,690 -20%
PFA
1361
Pinnacle Family Advisors
Missouri
$309K – – –
WP
1362
WealthSource Partners
California
$307K -$18.5K -400 -6%
GSIS
1363
Global Strategic Investment Solutions
Arizona
$306K +$306K +6,610 New
IBOK
1364
Independence Bank of Kentucky
Kentucky
$304K -$23.2K -500 -7%
IMA
1365
Investment Management Associates
Colorado
$304K +$304K +6,560 New
SDWMA
1366
Schneider Downs Wealth Management Advisors
Pennsylvania
$302K +$302K +6,510 New
AL
1367
Aspiriant LLC
California
$300K -$926 -20 -0.3%
MCM
1368
Manchester Capital Management
Vermont
$300K +$3.7K +80 +1%
MMM
1369
Mendel Money Management
Illinois
$299K +$2.32K +50 +0.8%
VAM
1370
Verity Asset Management
North Carolina
$298K +$6.03K +130 +2%
LCM
1371
LCM Capital Management
Illinois
$297K -$2.32K -50 -0.8%
AWA
1372
Arkadios Wealth Advisors
Georgia
$297K +$121K +2,600 +68%
IWA
1373
Intercontinental Wealth Advisors
Texas
$296K +$1.39K +30 +0.5%
CAM
1374
Costello Asset Management
Pennsylvania
$295K -$127K -2,730 -30%
CPC
1375
Cookson Peirce & Co
Pennsylvania
$293K +$71.9K +1,550 +32%
53 54
55
56 57