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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
CWA
1551
Clearview Wealth Advisors
Oregon
$93K -$17.6K -380 -16%
CAM
1552
Close Asset Management
United Kingdom
$93K
DWP
1553
Destiny Wealth Partners
Florida
$93K
CI
1554
Cordant Inc
Oregon
$93K +$92.5K +2,000 New
LD
1555
Lipe & Dalton
New York
$93K +$92.5K +2,000 New
WR
1556
WD Rutherford
Oregon
$90K +$25.4K +550 +39%
MAM
1557
McCarthy Asset Management
California
$87K
EARNEST Partners
1558
EARNEST Partners
Georgia
$86K
EIP
1559
Ellis Investment Partners
Pennsylvania
$85K +$462 +10 +0.5%
TWA
1560
TCI Wealth Advisors
Arizona
$84K +$7.86K +170 +10%
APWA
1561
Atlas Private Wealth Advisors
New Jersey
$83K +$26.8K +580 +48%
FCB
1562
First Command Bank
Texas
$81K +$21.7K +470 +37%
FCFS
1563
First Command Financial Services
Texas
$81K +$21.7K +470 +37%
GAM
1564
Gemmer Asset Management
California
$79K
SL
1565
Savior LLC
Massachusetts
$78K
MCAI
1566
Members Capital Advisors Inc
Wisconsin
$77K
CCA
1567
Column Capital Advisors
Indiana
$76K -$43.9K -950 -37%
EI
1568
Ellevest Inc
New York
$76K -$1.85K -40 -2%
NL
1569
NVWM LLC
Pennsylvania
$70K
TFIPS
1570
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69.5K -$23.1K -500 -25%
GCM
1571
Gables Capital Management
Florida
$69K
ETC
1572
Exchange Traded Concepts
Oklahoma
$67K -$24K -520 -27%
PO
1573
Private Ocean
California
$67K -$19.9K -430 -23%
PCTC
1574
Perkins Coie Trust Company
Washington
$66K
SBL
1575
Sargent Bickham Lagudis
Colorado
$66K +$3.7K +80 +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.