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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
JCM
1526
Jacobi Capital Management
Pennsylvania
$153K +$15.3K +330 +11%
HS
1527
Horan Securities
United States
$146K +$56.4K +1,220 +63%
MHR
1528
Matthew Hamilton Rosenberg
$146K +$111K +2,400 +320%
FMP
1529
Financial Management Professionals
Texas
$140K +$925 +20 +0.7%
BCM
1530
Blume Capital Management
California
$139K
BWM
1531
Baystate Wealth Management
Massachusetts
$139K +$462 +10 +0.3%
CMBA
1532
C.M. Bidwell & Associates
Hawaii
$132K -$1.85K -40 -1%
EWA
1533
Evolution Wealth Advisors
Florida
$131K +$6.01K +130 +5%
MF
1534
Manchester Financial
California
$130K -$2.31K -50 -2%
PMFA
1535
Plante Moran Financial Advisors
Michigan
$130K +$94.8K +2,050 +273%
GC
1536
Garde Capital
Washington
$128K +$128K +2,760 New
AIM
1537
Anchor Investment Management
South Carolina
$126K +$93.9K +2,030 +299%
AP
1538
Atwood & Palmer
Missouri
$125K +$51.8K +1,120 +71%
WLPWM
1539
Walled Lake Planning & Wealth Management
Illinois
$124K
HI
1540
Hudock Inc
Pennsylvania
$116K +$462 +10 +0.4%
TFO
1541
Tarbox Family Office
California
$115K
CHC
1542
City Holding Co
West Virginia
$113K +$5.09K +110 +5%
MA
1543
MCF Advisors
Kentucky
$113K +$112K +2,430 New
CCA
1544
Catalyst Capital Advisors
New York
$112K -$19.9K -430 -15%
MIFH
1545
Migdal Insurance & Financial Holdings
Israel
$111K -$27.7K -600 -20%
SWG
1546
Summit Wealth Group
Vermont
$106K +$105K +2,280 New
PB
1547
Pinnacle Bancorp
Nebraska
$102K +$23.6K +510 +30%
Kayne Anderson Rudnick Investment Management
1548
Kayne Anderson Rudnick Investment Management
California
$97K -$4.62K -100 -5%
SIC
1549
Salem Investment Counselors
North Carolina
$97K +$8.79K +190 +10%
PA
1550
Perennial Advisors
New York
$95K -$6.01K -130 -6%

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.