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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
RC
1751
Ronit Capital
United Kingdom
-$219K -5,000 Closed
SA
1752
Strategic Advisors
New York
-$219K -4,960 Closed
BWCS
1753
Beirne Wealth Consulting Services
Connecticut
-$217K -4,950 Closed
AW
1754
ACG Wealth
Georgia
-$216K -4,940 Closed
HC
1755
Hamilton Capital
Ohio
-$213K -4,870 Closed
GG
1756
Golden Green
South Carolina
-$207K -4,720 Closed
CDIA
1757
Capital Directions Investment Advisors
Georgia
-$12K -2,780 Closed
VCG
1758
Vantage Consulting Group
Virginia
-$115K -2,620 Closed
FPCG
1759
Fort Pitt Capital Group
Pennsylvania
-$109K -2,500 Closed
IA
1760
Inspire Advisors
Idaho
-$95K -2,170 Closed
AW
1761
Avion Wealth
Texas
-$89K -2,030 Closed
OPW
1762
Oxler Private Wealth
New York
-$87K -2,000 Closed
VAIA
1763
Virtus Alternative Investment Advisers
Connecticut
-$86K -1,970 Closed
ICP
1764
Interchange Capital Partners
Pennsylvania
-$73K -1,680 Closed
FWM
1765
FSA Wealth Management
Massachusetts
-$66K -1,500 Closed
CWM
1766
Curi Wealth Management
North Carolina
-$61K -1,400 Closed
ICM
1767
Islay Capital Management
Texas
-$44K -1,000 Closed
PCA
1768
Peddock Capital Advisors
Massachusetts
-$44K -1,000 Closed
ST
1769
Sageworth Trust
Pennsylvania
-$38K -870 Closed
MCM
1770
McMillion Capital Management
North Carolina
-$35K -790 Closed
BSSFA
1771
Baron Silver Stevens Financial Advisors
Florida
-$29K -670 Closed
CYG
1772
Clean Yield Group
Vermont
-$27K -620 Closed
BWM
1773
Birchcreek Wealth Management
Ohio
-$23K -530 Closed
Assenagon Asset Management
1774
Assenagon Asset Management
Luxembourg
-$22K -500 Closed
TI
1775
tru Independence
Oregon
-$20 -460 Closed

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.