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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
WAM
1426
Wakefield Asset Management
Colorado
$260K -$10.2K -220 -4%
BCA
1427
Biltmore Capital Advisors
New Jersey
$260K +$24.5K +530 +10%
DWM
1428
Destination Wealth Management
California
$259K +$259K +5,600 New
CWAG
1429
Compton Wealth Advisory Group
Virginia
$258K -$20.3K -440 -7%
TP
1430
Tranquility Partners
Tennessee
$258K
TCOT
1431
Trust Company of Toledo
Ohio
$255K
AG
1432
AIA Group
Hong Kong
$254K -$213K -4,610 -46%
FAM
1433
Formidable Asset Management
Ohio
$254K +$251K +5,430 New
SAM
1434
SignalPoint Asset Management
Missouri
$252K +$12.9K +280 +5%
GC
1435
Gilbert & Cook
Iowa
$252K +$26.8K +580 +12%
FA
1436
Fermata Advisors
California
$252K +$251K +5,430 New
AIG
1437
American International Group
New York
$252K -$17.8M -385,280 -7%
JIC
1438
Joel Isaacson & Co
New York
$251K +$251K +5,420 New
SFP
1439
Sandbox Financial Partners
Maryland
$250K +$239K +5,170 New
GFP
1440
Gryphon Financial Partners
Ohio
$249K -$925 -20 -0.4%
GM
1441
Granger Management
New York
$249K
YIA
1442
YHB Investment Advisors
Connecticut
$249K
CI
1443
CX Institutional
Indiana
$249K +$9.71K +210 +4%
JHP
1444
James Hambro & Partners
United Kingdom
$248K -$50.9K -1,100 -17%
XF
1445
XML Financial
Maryland
$247K -$19.9K -430 -7%
SSB
1446
Sandy Spring Bank
Maryland
$247K +$8.32K +180 +4%
LFA
1447
Legacy Financial Advisors
Kentucky
$246K -$50.4K -1,090 -17%
BMA
1448
Brooks Moore & Associates
Tennessee
$246K
JGIA
1449
Jackson Grant Investment Advisers
Connecticut
$246K +$245K +5,300 New
AF
1450
Advisornet Financial
Minnesota
$245K +$61K +1,320 +33%

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.