At Holdings Channel, we’ve reviewed the most recent batch of the 28 most up-to-date 13F filings for the 03/31/2025 reporting interval, and seen that Broadcom Inc (Image: AVGO) was held by 20 of those funds. When hedge fund managers seem like considering alike, we discover it’s a good suggestion to take a better look.
Earlier than we proceed, it is very important level out that 13F filings don’t inform the entire story, as a result of these funds are solely required to reveal their lengthy positions with the SEC, however usually are not required to reveal their brief positions. A fund making a bearish guess towards a inventory by shorting calls, for instance, may additionally be lengthy some quantity of inventory as they commerce round their general bearish place. This lengthy part may present up in a 13F submitting and everybody would possibly assume the fund is bullish, however this tells solely a part of the story as a result of the bearish/brief aspect of the place just isn’t seen.
Having provided that caveat, we imagine that taking a look at teams of 13F filings could be revealing, particularly when evaluating one holding interval to a different. Under, let’s check out the change in AVGO positions, for this newest batch of 13F filers:
When it comes to shares owned, we depend 10 of the above funds having elevated present AVGO positions from 12/31/2024 to 03/31/2025, with 9 having decreased their positions.
Trying past these specific funds on this one batch of most up-to-date filers, we tallied up the AVGO share depend within the combination amongst all of the funds which held AVGO on the 03/31/2025 reporting interval (out of the 724 we checked out in complete). We then in contrast that quantity to the sum complete of AVGO shares those self same funds held again on the 12/31/2024 interval, to see how the mixture share depend held by hedge funds has moved for AVGO. We discovered that between these two intervals, funds elevated their holdings by 17,903,841 shares within the combination, from 24,716,506 as much as 42,620,347 for a share depend enhance of roughly 72.44%. The general prime three funds holding AVGO on 03/31/2025 have been:
We’ll preserve following the latest 13F filings by hedge fund managers and produce you attention-grabbing tales derived from a have a look at the mixture data throughout teams of managers between submitting intervals. Whereas taking a look at particular person 13F filings can typically be deceptive because of the long-only nature of the knowledge, the sum complete throughout teams of funds from one reporting interval to a different is usually a lot extra revealing and related, offering attention-grabbing inventory concepts that advantage additional analysis, like Broadcom Inc (Image: AVGO).
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Additionally see:
CERS Historical Stock Prices
HSY 13F Filers
Institutional Holders of COF
The views and opinions expressed herein are the views and opinions of the creator and don’t essentially mirror these of Nasdaq, Inc.