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Broadcom

1,998 hedge funds and large institutions have $157B invested in Broadcom in 2022 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 911 increasing their positions, 727 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 727

3% less funds holding

Funds holding: 2,0581,998 (-60)

2.97% less ownership

Funds ownership: 809.26%806.29% (-3%)

14% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 163

24% less capital invested

Capital invested by funds: $207B → $157B (-$49.1B)

25% less call options, than puts

Call options by funds: $2.61B | Put options by funds: $3.45B

35% less funds holding in top 10

Funds holding in top 10: 160104 (-56)

Holders
1,998
Holders Change
-60
Holders Change %
-2.92%
% of All Funds
33.66%
Holding in Top 10
104
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-35%
% of All Funds
1.75%
New
140
Increased
911
Reduced
727
Closed
163
Calls
$2.61B
Puts
$3.45B
Net Calls
-$846M
Net Calls Change
+$1.79B
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
326
B. Metzler seel. Sohn & Co
Germany
$21.3M +$14.2M +253,030 +137%
GT
327
Glenview Trust
Kentucky
$21.1M +$1.06M +18,800 +5%
Daiwa Securities Group
328
Daiwa Securities Group
Japan
$21M -$600K -10,690 -2%
OA
329
Oak Associates
Ohio
$20.5M
TF
330
TIAA FSB
Florida
$20.3M +$4M +71,190 +21%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$20.3M -$203K -3,610 -0.9%
LCM
332
LVM Capital Management
Michigan
$20.3M +$511K +9,100 +2%
SCM
333
Shelton Capital Management
Colorado
$20.2M +$1.83M +32,690 +9%
HIMCH
334
Hartford Investment Management Co (HIMCO)
Connecticut
$20M +$44.3K +790 +0.2%
William Blair & Company
335
William Blair & Company
Illinois
$19.9M +$2.83M +50,370 +14%
VWM
336
Valley Wealth Managers
New Jersey
$19.9M -$291K -5,180 -1%
SAM
337
Sawgrass Asset Management
Florida
$19.8M -$1.36M -24,160 -6%
FNBT
338
FineMark National Bank & Trust
Florida
$19.2M -$640K -11,400 -3%
Westfield Capital Management
339
Westfield Capital Management
Massachusetts
$19.2M +$300K +5,350 +1%
SBH
340
Segall Bryant & Hamill
Illinois
$19.2M -$626K -11,150 -3%
PWAG
341
Polaris Wealth Advisory Group
California
$19.1M -$2.03M -36,120 -8%
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$19M +$1.64M +29,160 +8%
CSUI
343
Cincinnati Specialty Underwriters Insurance
Ohio
$18.9M
NA
344
NewEdge Advisors
Louisiana
$18.9M +$3.18M +56,650 +17%
Jones Financial Companies
345
Jones Financial Companies
Missouri
$18.7M -$677K -12,060 -3%
Brown Advisory
346
Brown Advisory
Maryland
$18.6M +$1.11M +19,770 +5%
OC
347
Oppenheimer & Co
New York
$18.4M -$1.16M -20,740 -5%
PA
348
Profund Advisors
Maryland
$18M -$4.88M -86,990 -19%
WorldQuant Millennium Advisors
349
WorldQuant Millennium Advisors
New York
$17.9M +$20.7M +368,130 New
KAS
350
Kestra Advisory Services
Texas
$17.9M +$4.83M +85,970 +31%

AVGO Hedge Fund Activity: Q2 2022 in Review

1,998 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2022, worth a combined $157B — down 24% from $207B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of AVGO and 140 opened new positions — a net loss of 23 holders — while 727 trimmed existing stakes and 911 added.

The largest buyer was Morgan Stanley, adding an estimated $854M. The largest seller was Capital Research Global Investors, cutting an estimated $1.12B.

  • 1,998 institutional investors held Broadcom (AVGO) as of Q2 2022, down from 2,058 in Q1 2022.
  • Funds reported $157B of Broadcom stock for Q2 2022, down 24% quarter-over-quarter.
  • 140 funds opened new Broadcom positions in Q2 2022 and 163 closed out, a net change of -23 holders.
  • The largest Broadcom buyer in Q2 2022 was Morgan Stanley, an estimated $854M added.
  • The largest Broadcom seller in Q2 2022 was Capital Research Global Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2022.