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Broadcom

1,297 hedge funds and large institutions have $78.5B invested in Broadcom in 2020 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 590 increasing their positions, 474 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 474

4% less funds holding

Funds holding: 1,3521,297 (-55)

5.9% less ownership

Funds ownership: 835.91%830% (-5.9%)

16% less funds holding in top 10

Funds holding in top 10: 6454 (-10)

22% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 176

25% less capital invested

Capital invested by funds: $105B → $78.5B (-$26.6B)

32% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.99B

Holders
1,297
Holders Change
-55
Holders Change %
-4.07%
% of All Funds
28.58%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
1.19%
New
137
Increased
590
Reduced
474
Closed
176
Calls
$1.36B
Puts
$1.99B
Net Calls
-$627M
Net Calls Change
+$761M
Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
1401
Beirne Wealth Consulting Services
Connecticut
-$264K -8,350 Closed
MG
1402
Mather Group
Illinois
-$260K -8,240 Closed
PEA
1403
Pacific Edge Advisors
California
-$259K -8,190 Closed
RPWA
1404
Regent Peak Wealth Advisors
Georgia
-$258K -8,180 Closed
GCA
1405
Gradient Capital Advisors
California
-$258K -8,160 Closed
NRS
1406
Neville Rodie & Shaw
New York
-$253K -8,000 Closed
VW
1407
Vantage Wealth
California
-$253K -8,000 Closed
CBTWT
1408
Community Bank & Trust (Waco, Texas)
Texas
-$250K -7,910 Closed
BJL
1409
Brighton Jones LLC
Washington
-$249K -7,890 Closed
NFG
1410
Nations Financial Group
Iowa
-$249K -7,870 Closed
BO
1411
Bank OZK
Arkansas
-$246K -7,800 Closed
CWA
1412
Clarity Wealth Advisors
California
-$244K -7,740 Closed
C
1413
Certuity
Florida
-$244K -7,710 Closed
IIC
1414
Integrated Investment Consultants
Michigan
-$240K -7,580 Closed
NSEDCP
1415
NJ State Employees Deferred Compensation Plan
New Jersey
-$230K -7,270 Closed
BCM
1416
Boltwood Capital Management
California
-$229K -7,250 Closed
BSPF
1417
British Steel Pension Fund
United Kingdom
-$226K -7,150 Closed
SCM
1418
Seascape Capital Management
New Hampshire
-$226K -7,150 Closed
RCA
1419
Resonant Capital Advisors
Wisconsin
-$222K -7,010 Closed
BBA
1420
BLB&B Advisors
Pennsylvania
-$221K -7,000 Closed
CAG
1421
Crestwood Advisors Group
Massachusetts
-$220K -6,970 Closed
PG
1422
Patten Group
Tennessee
-$216K -6,840 Closed
PCS
1423
Personal CFO Solutions
New Jersey
-$216K -6,830 Closed
MFG
1424
Menard Financial Group
Texas
-$212K -6,710 Closed
PFA
1425
Pathway Financial Advisors
Vermont
-$204K -6,620 Closed

AVGO Hedge Fund Activity: Q1 2020 in Review

1,297 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2020, worth a combined $78.5B — down 25% from $105B a quarter earlier.

Sellers outnumbered buyers: 176 funds closed out of AVGO and 137 opened new positions — a net loss of 39 holders — while 474 trimmed existing stakes and 590 added.

The largest buyer was Capital International Investors, adding an estimated $1.37B. The largest seller was Capital World Investors, cutting an estimated $1.48B.

  • 1,297 institutional investors held Broadcom (AVGO) as of Q1 2020, down from 1,352 in Q4 2019.
  • Funds reported $78.5B of Broadcom stock for Q1 2020, down 25% quarter-over-quarter.
  • 137 funds opened new Broadcom positions in Q1 2020 and 176 closed out, a net change of -39 holders.
  • The largest Broadcom buyer in Q1 2020 was Capital International Investors, an estimated $1.37B added.
  • The largest Broadcom seller in Q1 2020 was Capital World Investors, an estimated $1.48B sold.

Based on aggregated 13F filings for Q1 2020.