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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
JWM
1601
Janiczek Wealth Management
Colorado
$37K +$16.6K +360 +84%
WWMSC
1602
Wagner Wealth Management (South Carolina)
South Carolina
$37K +$37K +800 New
SIS
1603
Sound Income Strategies
Florida
$36.6K -$9.71K -210 -21%
NSIM
1604
North Star Investment Management
Illinois
$36K
PWMG
1605
Prestige Wealth Management Group
New Jersey
$36K +$1.85K +40 +5%
BDWM
1606
Brewin Dolphin Wealth Management
Ireland
$35.2K +$27.7K +600 +375%
AIL
1607
AGF Investments LLC
Ontario, Canada
$35K -$2.77K -60 -7%
RA
1608
Resolute Advisors
California
$35K +$47.2K +1,020 +1,133%
TFM
1609
TFC Financial Management
Massachusetts
$34K
ME
1610
McIlrath & Eck
Washington
$34K +$2.77K +60 +9%
HCP
1611
Hexagon Capital Partners
Arkansas
$32K +$21.3K +460 +184%
BFC
1612
Bedel Financial Consulting
Indiana
$32K +$27.3K +590 +590%
HWA
1613
HHM Wealth Advisors
Tennessee
$31K
MWP
1614
Meridian Wealth Partners
Pennsylvania
$31K +$4.62K +100 +18%
WCM
1615
Wealthcare Capital Management
Virginia
$31K +$30.5K +660 New
Loomis, Sayles & Company
1616
Loomis, Sayles & Company
Massachusetts
$30K -$10.6K -230 -26%
AWMS
1617
Advocacy Wealth Management Services
Georgia
$29K -$11.1K -240 -28%
SC
1618
Solstein Capital
California
$29K +$28.7K +620 New
PWA
1619
Phoenix Wealth Advisors
North Carolina
$27K +$17.6K +380 +200%
SWP
1620
ShoreHaven Wealth Partners
New Jersey
$27K +$27.3K +590 New
BWA
1621
BDO Wealth Advisors
Florida
$26K +$6.94K +150 +36%
IRC
1622
Investors Research Corp
Georgia
$24K
MWM
1623
Mascoma Wealth Management
New Hampshire
$24K +$24K +520 New
RIM
1624
Rockbridge Investment Management
New York
$23K -$5.55K -120 -20%
LWM
1625
Liberty Wealth Management
California
$23K

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.