We are live on ! Find out more
AVGO icon

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
TWP
1451
TFO Wealth Partners
Ohio
-$23K -750 Closed
CCMW
1452
Cypress Capital Management (Wyoming)
Wyoming
-$23K -720 Closed
CP
1453
Corbenic Partners
Pennsylvania
-$21K -660 Closed
GEA
1454
Glen Eagle Advisors
New Jersey
-$18.3K -580 Closed
AGA
1455
Accuvest Global Advisors
Utah
-$14K -440 Closed
FPFS
1456
First Personal Financial Services
North Carolina
-$14K -430 Closed
WCM
1457
Wealthcare Capital Management
Virginia
-$8.73K -310 -97%
LWM
1458
Lionsbridge Wealth Management
Florida
-$8K -260 Closed
PW
1459
Price Wealth
Texas
-$8K -260 Closed
CMBA
1460
C.M. Bidwell & Associates
Hawaii
-$8K -240 Closed
TIM
1461
Tortoise Investment Management
New York
-$6K -200 Closed
PA
1462
PSI Advisors
Florida
-$6K -190 Closed
LFG
1463
Larson Financial Group
Missouri
-$5K -150 Closed
LFA
1464
Lighthouse Financial Advisors
Maryland
-$4K -150 Closed
APC
1465
Aspire Private Capital
North Carolina
-$4K -120 Closed
FMP
1466
Financial Management Professionals
Texas
-$3K -100 Closed
CWA
1467
Capital Wealth Alliance
Arizona
-$3K -90 Closed
CWAF
1468
Core Wealth Advisors (Florida)
Florida
-$3K -80 Closed
SHWM
1469
Silicon Hills Wealth Management
Texas
-$20 -10 Closed
TA
1470
Thor Advisors
New York
+$563 +20 New

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.