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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
LC
1501
Lindbrook Capital
California
$205K +$24.5K +530 +14%
PP
1502
PDS Planning
Ohio
$205K +$205K +4,430 New
AAS
1503
Annex Advisory Services
Wisconsin
$204K -$24K -520 -11%
SMF
1504
Sterling Manor Financial
New York
$204K +$203K +4,390 New
IAMOG
1505
Investors Asset Management of Georgia
Georgia
$203K +$203K +4,380 New
IFG
1506
Investors Financial Group
Minnesota
$202K +$202K +4,360 New
OBGC
1507
O'Brien Greene & Co
Pennsylvania
$201K +$200K +4,330 New
GDP
1508
Great Diamond Partners
Maine
$201K +$201K +4,340 New
OWA
1509
Octavia Wealth Advisors
Ohio
$201K +$201K +4,340 New
CFO
1510
CVA Family Office
Colorado
$198K +$134K +2,900 +210%
EW
1511
Evoke Wealth
California
$196K +$98.5K +2,130 +102%
AssetMark Inc
1512
AssetMark Inc
California
$192K -$91.1K -1,970 -32%
GWS
1513
Glassman Wealth Services
Virginia
$192K -$14.3K -310 -7%
AWM
1514
Atticus Wealth Management
Florida
$186K -$2.31K -50 -1%
EFSCE
1515
Enterprise Financial Services Corp (EFSC)
Missouri
$178K +$9.71K +210 +6%
AWM
1516
Accel Wealth Management
Iowa
$177K -$7.4K -160 -4%
HI
1517
Hoey Investments
Pennsylvania
$175K +$175K +3,780 New
AWC
1518
Abundance Wealth Counselors
Pennsylvania
$174K +$173K +3,750 New
CBT
1519
Central Bank & Trust
Kentucky
$172K +$44.9K +970 +35%
LWA
1520
Lenox Wealth Advisors
New York
$169K -$1.85K -40 -1%
SOW
1521
State of Wyoming
Wyoming
$169K +$168K +3,640 New
SWA
1522
Sutton Wealth Advisors
Florida
$167K +$3.7K +80 +2%
CL
1523
COWA LLC
Oklahoma
$158K -$92.5K -2,000 -38%
WAM
1524
Wolverine Asset Management
Illinois
$157K
TH
1525
TCTC Holdings
Texas
$154K +$95.3K +2,060 +162%

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.