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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 %
PFWA
1401
Paces Ferry Wealth Advisors
Georgia
$273K – – –
CFA
1402
Carroll Financial Associates
North Carolina
$273K +$5.56K +120 +2%
OPOWM
1403
One Plus One Wealth Management
Florida
$273K +$273K +5,890 New
MWPCG
1404
Measured Wealth Private Client Group
New Hampshire
$271K – – –
WDC
1405
Woodward Diversified Capital
California
$269K -$41.7K -900 -13%
CPIG
1406
Chicago Partners Investment Group
Illinois
$269K +$37.7K +800 +16%
BBA
1407
Braun-Bostich & Associates
Pennsylvania
$268K -$9.75K -210 -4%
WTB
1408
Washington Trust Bank
Washington
$266K -$327K -7,050 -55%
PBO
1409
Peoples Bank (Ohio)
Ohio
$265K +$45.9K +990 +21%
AGA
1410
Accuvest Global Advisors
Utah
$264K +$264K +5,700 New
SCM
1411
Silvant Capital Management
Georgia
$263K – – –
LNWTC
1412
Laird Norton Wetherby Trust Company
Washington
$263K – – –
CBN
1413
Cadence Bank NA
Texas
$263K +$31.5K +680 +14%
YMRC
1414
Yorktown Management & Research Company
Virginia
$262K -$313K -6,750 -54%
CIA
1415
Choate Investment Advisors
Massachusetts
$261K +$27.8K +600 +12%
IIM
1416
Ipswich Investment Management
Massachusetts
$260K -$13.9K -300 -5%
WAM
1417
Wakefield Asset Management
Colorado
$260K -$10.2K -220 -4%
BCA
1418
Biltmore Capital Advisors
New Jersey
$260K +$24.6K +530 +10%
DWM
1419
Destination Wealth Management
California
$259K +$259K +5,600 New
CWAG
1420
Compton Wealth Advisory Group
Virginia
$258K -$20.4K -440 -7%
TP
1421
Tranquility Partners
Tennessee
$258K – – –
TCOT
1422
Trust Company of Toledo
Ohio
$255K – – –
AG
1423
AIA Group
Hong Kong
$254K -$214K -4,610 -46%
FAM
1424
Formidable Asset Management
Ohio
$254K +$254K +5,430 New
SAM
1425
SignalPoint Asset Management
Missouri
$252K +$13K +280 +5%
55 56
57
58 59