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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
TJHA
1626
Thomas J. Herzfeld Advisors
Florida
$23K +$2.31K +50 +11%
TCM
1627
TD Capital Management
Tennessee
$22K
ACA
1628
Atlas Capital Advisors
Wyoming
$21.8K +$21.7K +470 New
ONST
1629
Old North State Trust
North Carolina
$21K
TCM
1630
Tradewinds Capital Management
Washington
$21K
CWM
1631
Cranbrook Wealth Management
Michigan
$20K +$16.2K +350 +438%
GFPC
1632
Global Financial Private Client
Florida
$19.6K
IAS
1633
IMA Advisory Services
Colorado
$19K
NSB
1634
Norway Savings Bank
Maine
$19K
SWA
1635
SOA Wealth Advisors
New York
$19K +$4.62K +100 +30%
M1FG
1636
Mach-1 Financial Group
Arkansas
$19K +$19K +410 New
CAL
1637
Capital Advisors Ltd
Ohio
$17K
SMG
1638
Spectrum Management Group
Indiana
$17K
PK
1639
Pflug Koory
Nebraska
$16K
WAS
1640
Winch Advisory Services
Wisconsin
$16K
BAM
1641
Bellevue Asset Management
Washington
$15K
CA
1642
Crewe Advisors
Utah
$15K
FWM
1643
Focused Wealth Management
New York
$15K
JMF
1644
Johnson Midwest Financial
Iowa
$15K
LFG
1645
Larson Financial Group
Missouri
$15K
OCM
1646
Orion Capital Management
California
$14K
LWA
1647
Lowe Wealth Advisors
Maryland
$14K +$462 +10 +3%
GWMIA
1648
Global Wealth Management Investment Advisory
Florida
$14K +$9.25K +200 +200%
RCG
1649
Rock Creek Group
District of Columbia
$13K +$13.4K +290 New
CCMW
1650
Cypress Capital Management (Wyoming)
Wyoming
$12K

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.