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Broadcom

1,297 hedge funds and large institutions have $78.5B invested in Broadcom in 2020 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 590 increasing their positions, 474 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 474

4% less funds holding

Funds holding: 1,3521,297 (-55)

5.9% less ownership

Funds ownership: 835.91%830% (-5.9%)

16% less funds holding in top 10

Funds holding in top 10: 6454 (-10)

22% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 176

25% less capital invested

Capital invested by funds: $105B → $78.5B (-$26.6B)

32% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.99B

Holders
1,297
Holders Change
-55
Holders Change %
-4.07%
% of All Funds
28.58%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
1.19%
New
137
Increased
590
Reduced
474
Closed
176
Calls
$1.36B
Puts
$1.99B
Net Calls
-$627M
Net Calls Change
+$761M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$23.8M -$1.25M -44,400 -4%
WAM
202
Wolverine Asset Management
Illinois
$23.7M +$5.9M +209,490 +27%
FWCM
203
Ferguson Wellman Capital Management
Oregon
$23.6M +$9.88M +350,820 +54%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$23.5M -$3.07M -108,860 -10%
MAM
205
Martingale Asset Management
Massachusetts
$23.4M -$1.25M -44,400 -4%
CM
206
Castleark Management
Illinois
$23.2M +$2.33M +82,800 +9%
KFC
207
Klingenstein Fields & Co
New York
$23.2M -$117K -4,170 -0.4%
NIMC
208
NWQ Investment Management Company
California
$22.6M -$3.66M -129,790 -12%
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$22.6M -$14.9K -530 -0.1%
CPM
210
Crescent Park Management
California
$22.5M -$10.8M -383,670 -29%
SEI Investments
211
SEI Investments
Pennsylvania
$22.4M +$421K +14,930 +2%
SEIA
212
Signature Estate & Investment Advisors
California
$22.2M +$660K +23,440 +3%
AIA
213
Avalon Investment & Advisory
Texas
$22.1M -$5.47M -194,180 -17%
AA
214
ALPS Advisors
Colorado
$22M -$7.61M -270,230 -23%
UCFA
215
United Capital Financial Advisors
Texas
$21.7M +$236K +8,360 +0.9%
ERSOT
216
Employees Retirement System of Texas
Texas
$21.7M -$4.75M -168,460 -16%
SOMRS
217
State of Michigan Retirement System
Michigan
$21.6M -$1.41M -50,000 -5%
NIPH
218
NN Investment Partners Holdings
Netherlands
$21.5M -$4.33M -153,770 -14%
WB
219
WesBanco Bank
West Virginia
$21.4M +$2.05M +72,730 +9%
SI
220
Standard Investments
New York
$20.7M -$67.8M -2,405,000 -73%
Simplex Trading
221
Simplex Trading
Illinois
$20.7M +$12.4M +438,740 +101%
XK
222
Xact Kapitalforvaltning
Sweden
$20.6M -$285K -10,120 -1%
Comerica Bank
223
Comerica Bank
Texas
$20.3M +$675K +23,960 +3%
SW
224
SVB Wealth
Massachusetts
$20M -$22.4M -794,160 -48%
PCMI
225
Paradigm Capital Management Inc
New York
$19.5M -$10.5M -374,000 -31%

AVGO Hedge Fund Activity: Q1 2020 in Review

1,297 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2020, worth a combined $78.5B — down 25% from $105B a quarter earlier.

Sellers outnumbered buyers: 176 funds closed out of AVGO and 137 opened new positions — a net loss of 39 holders — while 474 trimmed existing stakes and 590 added.

The largest buyer was Capital International Investors, adding an estimated $1.37B. The largest seller was Capital World Investors, cutting an estimated $1.48B.

  • 1,297 institutional investors held Broadcom (AVGO) as of Q1 2020, down from 1,352 in Q4 2019.
  • Funds reported $78.5B of Broadcom stock for Q1 2020, down 25% quarter-over-quarter.
  • 137 funds opened new Broadcom positions in Q1 2020 and 176 closed out, a net change of -39 holders.
  • The largest Broadcom buyer in Q1 2020 was Capital International Investors, an estimated $1.37B added.
  • The largest Broadcom seller in Q1 2020 was Capital World Investors, an estimated $1.48B sold.

Based on aggregated 13F filings for Q1 2020.