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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 %
TCOV
1476
Trust Company of Vermont
Vermont
$213K -$3.7K -80 -2%
SAS
1477
Stelac Advisory Services
New York
$213K +$55.1K +1,190 +35%
BWG
1478
Beta Wealth Group
California
$213K +$213K +4,600 New
TAM
1479
Trillium Asset Management
Massachusetts
$212K – – –
AAMC
1480
Asset Allocation & Management Company
Illinois
$212K – – –
CWM
1481
CCG Wealth Management
California
$212K – – –
HFG
1482
Heron Financial Group
New York
$211K +$211K +4,430 New
BO
1483
BRR OpCo
Ohio
$211K +$211K +4,550 New
AFG
1484
Allegheny Financial Group
Pennsylvania
$211K +$211K +4,550 New
FC
1485
Fulcrum Capital
Washington
$210K -$273K -5,880 -57%
WWM
1486
Wolff Wiese Magana
California
$210K -$78.3K -1,690 -27%
PCM
1487
Poehling Capital Management
Wisconsin
$209K +$209K +4,500 New
GFS
1488
GYL Financial Synergies
Connecticut
$209K +$209K +4,500 New
EWM
1489
Executive Wealth Management
Michigan
$207K +$207K +4,470 New
OWA
1490
Outlook Wealth Advisors
Texas
$206K -$18.1K -390 -8%
EM
1491
Excalibur Management
Massachusetts
$206K +$206K +4,450 New
LC
1492
Lindbrook Capital
California
$205K +$24.5K +530 +14%
PP
1493
PDS Planning
Ohio
$205K +$205K +4,430 New
AAS
1494
Annex Advisory Services
Wisconsin
$204K -$24.1K -520 -11%
SMF
1495
Sterling Manor Financial
New York
$204K +$204K +4,390 New
IAMOG
1496
Investors Asset Management of Georgia
Georgia
$203K +$203K +4,380 New
IFG
1497
Investors Financial Group
Minnesota
$202K +$202K +4,360 New
OBGC
1498
O'Brien Greene & Co
Pennsylvania
$201K +$201K +4,330 New
GDP
1499
Great Diamond Partners
Maine
$201K +$201K +4,340 New
OWA
1500
Octavia Wealth Advisors
Ohio
$201K +$201K +4,340 New
58 59
60
61 62