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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
HPWM
1426
Highland Private Wealth Management
Washington
-$209K -6,610 Closed
NCM
1427
Noesis Capital Mangement
Florida
-$208K -6,570 Closed
LRIA
1428
Leonard Rickey Investment Advisors
Washington
-$207K -6,540 Closed
GKWIM
1429
Gerber Kawasaki Wealth & Investment Management
California
-$205K -6,500 Closed
PV
1430
Private Vista
Illinois
-$204K -6,440 Closed
HFG
1431
Heron Financial Group
New York
-$206K -6,420 Closed
HHGA
1432
Halbert Hargrove Global Advisors
California
-$202K -6,390 Closed
GAM
1433
Grandview Asset Management
Pennsylvania
-$200K -6,200 Closed
FA
1434
Fortis Advisors
Pennsylvania
-$169K -6,000 Closed
FPS
1435
Fieldpoint Private Securities
Connecticut
-$179K -5,680 Closed
FIB
1436
First Interstate Bank
Montana
-$177K -5,590 Closed
SIC
1437
Samalin Investment Counsel
New York
-$171K -5,440 Closed
LPIC
1438
LeJeune Puetz Investment Counsel
Michigan
-$143K -4,520 Closed
RIA
1439
Realta Investment Advisors
Delaware
-$139K -4,380 Closed
AP
1440
Americana Partners
Texas
-$138K -4,370 Closed
MUS
1441
Mitsubishi UFJ Securities
Japan
-$98K -3,100 Closed
CCA
1442
Catalyst Capital Advisors
New York
-$95K -3,000 Closed
TC
1443
TownSquare Capital
Utah
-$61K -1,950 Closed
TCWM
1444
Total Clarity Wealth Management
Illinois
-$39K -1,240 Closed
GCM
1445
Gladius Capital Management
Illinois
-$38K -1,200 Closed
POIA
1446
Pin Oak Investment Advisors
Texas
-$33K -1,050 Closed
MAM
1447
Marquette Asset Management
Minnesota
-$32K -1,000 Closed
PCA
1448
Peddock Capital Advisors
Massachusetts
-$32K -1,000 Closed
GDP
1449
Great Diamond Partners
Maine
-$27K -870 Closed
AA
1450
Argent Advisors
Louisiana
-$23K -760 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.