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Broadcom

1,723 hedge funds and large institutions have $159B invested in Broadcom in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 869 increasing their positions, 525 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 75

66% more repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 525

2% more funds holding

Funds holding: 1,6921,723 (+31)

2% more capital invested

Capital invested by funds: $156B → $159B (+$2.87B)

9% less funds holding in top 10

Funds holding in top 10: 8577 (-8)

14.07% less ownership

Funds ownership: 829.17%815.1% (-14%)

38% less call options, than puts

Call options by funds: $2.54B | Put options by funds: $4.1B

Holders
1,723
Holders Change
+31
Holders Change %
+1.83%
% of All Funds
29.99%
Holding in Top 10
77
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.41%
% of All Funds
1.34%
New
128
Increased
869
Reduced
525
Closed
75
Calls
$2.54B
Puts
$4.1B
Net Calls
-$1.56B
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
301
USS Investment Management
United Kingdom
$21.2M
PA
302
Pinnacle Associates
New York
$21.2M +$526K +11,360 +3%
SBH
303
Segall Bryant & Hamill
Illinois
$21.1M -$1.01M -21,700 -5%
WFMPM
304
Woodley Farra Manion Portfolio Management
Indiana
$20.9M +$117K +2,530 +0.6%
PFM
305
Parsec Financial Management
North Carolina
$20.8M +$835K +18,010 +4%
Millennium Management
306
Millennium Management
New York
$20.5M -$9.33M -201,450 -32%
CK
307
Cohen Klingenstein
New York
$20.5M
JCM
308
Janney Capital Management
Pennsylvania
$20.5M -$126K -2,730 -0.6%
SAM
309
Shell Asset Management
Netherlands
$20.4M -$1.3M -27,990 -6%
TF
310
TIAA FSB
Florida
$20.4M -$6.02K -130 -0%
FWIA
311
Fort Washington Investment Advisors
Ohio
$20.4M -$8.34K -180 -0%
Creative Planning
312
Creative Planning
Kansas
$20.3M -$1.63M -35,190 -8%
PWAG
313
Polaris Wealth Advisory Group
California
$20.1M +$9.7M +209,280 +95%
OA
314
Oak Associates
Ohio
$20.1M +$19.6M +422,200 New
HCMT
315
Highland Capital Management (Tennessee)
Tennessee
$19.8M +$884K +19,080 +5%
IG
316
ING Group
Netherlands
$19.4M +$18.3M +395,050 +3,214%
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$19.4M +$1.02M +22,080 +6%
Westfield Capital Management
318
Westfield Capital Management
Massachusetts
$19.3M -$107M -2,312,660 -85%
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$19.2M -$1.1M -23,790 -6%
FNBT
320
FineMark National Bank & Trust
Florida
$19M +$255K +5,500 +1%
Jones Financial Companies
321
Jones Financial Companies
Missouri
$19M +$751K +16,200 +4%
SG Americas Securities
322
SG Americas Securities
New York
$18.8M -$9.1M -196,400 -33%
CSUI
323
Cincinnati Specialty Underwriters Insurance
Ohio
$18.6M
NB
324
Norinchukin Bank
Japan
$18.4M +$251K +5,420 +1%
DILIC
325
Dai-ichi Life Insurance Company
Japan
$18.3M +$7.65M +165,170 +76%

AVGO Hedge Fund Activity: Q2 2021 in Review

1,723 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2021, worth a combined $159B — up 1.8% from $156B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new AVGO positions and 75 closed out — a net gain of 53 holders — while 869 added to existing stakes and 525 trimmed.

The largest buyer was Capital International Investors, adding an estimated $327M. The largest seller was Capital Research Global Investors, cutting an estimated $1.34B.

  • 1,723 institutional investors held Broadcom (AVGO) as of Q2 2021, up from 1,692 in Q1 2021.
  • Funds reported $159B of Broadcom stock for Q2 2021, up 1.8% quarter-over-quarter.
  • 128 funds opened new Broadcom positions in Q2 2021 and 75 closed out, a net change of +53 holders.
  • The largest Broadcom buyer in Q2 2021 was Capital International Investors, an estimated $327M added.
  • The largest Broadcom seller in Q2 2021 was Capital Research Global Investors, an estimated $1.34B sold.

Based on aggregated 13F filings for Q2 2021.