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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
MCM
1676
MV Capital Management
Maryland
$4K +$4.16K +90 New
LWANC
1677
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
TCWA
1678
Ten Capital Wealth Advisors
Washington
$3K
RG
1679
Retirement Group
California
$3K +$462 +10 +20%
IWP
1680
IAG Wealth Partners
Wisconsin
$3K +$2.77K +60 New
PCFFS
1681
Pacific Center for Financial Services
California
$2K
HWM
1682
HighMark Wealth Management
Minnesota
$2K +$1.85K +40 New
RCC
1683
Red Cedar Capital
Nebraska
$2K +$1.85K +40 New
MIH
1684
Meitav Investment House
Israel
$1.98K +$560K +12,120 +39%
BBHC
1685
Brown Brothers Harriman & Co
New York
$1.33K +$232K +5,010 +21%
FI
1686
FormulaFolio Investments
Michigan
$1K -$1.06M -23,010 -100%
FBT
1687
First Bank & Trust
South Dakota
$1K
TFA
1688
Transamerica Financial Advisors
Florida
$1K +$925 +20 New
BCPWM
1689
Bradley & Co Private Wealth Management
Florida
$1K +$1.39K +30 New
FGAM
1690
Financial Gravity Asset Management
Texas
$15 -$2.31K -50 -13%
MP
1691
Munro Partners
Australia
-$83.4M -1,904,450 Closed
Point72 Asset Management
1692
Point72 Asset Management
Connecticut
-$49.8M -1,136,500 Closed
NCA
1693
Newbrook Capital Advisors
New York
-$47.7M -1,089,500 Closed
AWG
1694
Alpha Wave Global
New York
-$33M -753,020 Closed
CAI
1695
Capital Advisors Inc
Oklahoma
-$31.8M -727,180 Closed
MSA
1696
Mason Street Advisors
Wisconsin
-$24.4M -558,000 Closed
SSA
1697
Schonfeld Strategic Advisors
New York
-$13.1M -300,240 Closed
TTWM
1698
TCV Trust & Wealth Management
Virginia
-$12.7M -289,050 Closed
AF
1699
Ally Financial
Michigan
-$10.9M -250,000 Closed
Simplex Trading
1700
Simplex Trading
Illinois
-$10.8M -233,040 -69%

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.