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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
AL
1376
Aspiriant LLC
California
$300K -$925 -20 -0.3%
MCM
1377
Manchester Capital Management
Vermont
$300K +$3.7K +80 +1%
MMM
1378
Mendel Money Management
Illinois
$299K +$2.31K +50 +0.8%
VAM
1379
Verity Asset Management
North Carolina
$298K +$6.01K +130 +2%
LCM
1380
LCM Capital Management
Illinois
$297K -$2.31K -50 -0.8%
AWA
1381
Arkadios Wealth Advisors
Georgia
$297K +$120K +2,600 +68%
IWA
1382
Intercontinental Wealth Advisors
Texas
$296K +$1.39K +30 +0.5%
CAM
1383
Costello Asset Management
Pennsylvania
$295K -$126K -2,730 -30%
CPC
1384
Cookson Peirce & Co
Pennsylvania
$293K +$71.7K +1,550 +32%
BHWM
1385
Bar Harbor Wealth Management
New Hampshire
$292K -$154K -3,340 -35%
FQ
1386
First Quadrant
California
$292K
FWM
1387
Frontier Wealth Management
Missouri
$290K -$18.5K -400 -6%
SICM
1388
Sustainable Insight Capital Management
New York
$289K -$7.27M -157,300 -96%
GPA
1389
Guidance Point Advisors
Massachusetts
$287K +$462 +10 +0.2%
HHGA
1390
Halbert Hargrove Global Advisors
California
$286K +$8.32K +180 +3%
FSA
1391
Fort Sheridan Advisors
Illinois
$286K +$63.8K +1,380 +29%
SIC
1392
SFE Investment Counsel
California
$286K +$285K +6,170 New
BMWM
1393
Brown Miller Wealth Management
Virginia
$285K +$11.1K +240 +4%
IAP
1394
Indie Asset Partners
Indiana
$285K +$43.9K +950 +18%
DCM
1395
Driehaus Capital Management
Illinois
$285K +$284K +6,140 New
SMC
1396
Smith, Moore & Co
Missouri
$282K -$4.16K -90 -1%
FANJ
1397
Financial Architects (New Jersey)
New Jersey
$282K +$67.1K +1,450 +31%
SLF
1398
Sun Life Financial
Ontario, Canada
$281K -$79.5K -1,720 -22%
FHC
1399
First Heartland Consultants
Missouri
$281K -$7.4K -160 -3%
TC
1400
TAP Consulting
Missouri
$280K +$462 +10 +0.2%

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.