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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
VFM
426
Viking Fund Management
North Dakota
$11M +$463K +10,000 +5%
AIP
427
Ameritas Investment Partners
Nebraska
$10.9M -$141K -3,050 -1%
CB
428
Cadence Bank
Mississippi
$10.9M +$154K +3,320 +1%
WSTAM
429
Wilbanks Smith & Thomas Asset Management
Virginia
$10.9M +$824K +17,780 +8%
MML Investors Services
430
MML Investors Services
Massachusetts
$10.9M +$79.7K +1,720 +0.8%
FNBOO
431
First National Bank of Omaha
Nebraska
$10.8M
WJWM
432
Williams Jones Wealth Management
New York
$10.6M -$205K -4,420 -2%
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$10.6M -$84.3K -1,820 -0.8%
NA
434
NewEdge Advisors
Louisiana
$10.5M +$600K +12,940 +6%
CCT
435
Country Club Trust
Missouri
$10.4M -$28.7K -620 -0.3%
JMFC
436
J.M. Forbes & Co
Massachusetts
$10.3M +$19.9K +430 +0.2%
BRWA
437
B. Riley Wealth Advisors
Florida
$10.3M +$1.66M +35,740 +20%
AC
438
Alexandria Capital
Virginia
$10.3M +$300K +6,480 +3%
ETC
439
Exchange Traded Concepts
Oklahoma
$10.3M +$9.92M +214,090 +14,867%
FMC
440
First Merchants Corp
Indiana
$10.3M +$79.7K +1,720 +0.8%
BIAS
441
Beacon Investment Advisory Services
New Jersey
$10.2M +$383K +8,260 +4%
Kovitz Investment Group Partners
442
Kovitz Investment Group Partners
Illinois
$10.1M +$2.77M +59,710 +39%
TW
443
Transform Wealth
Colorado
$9.94M +$4.04M +87,090 +72%
Bank Julius Baer & Co
444
Bank Julius Baer & Co
Switzerland
$9.91M -$2.02M -43,670 -17%
SSG
445
Summit Securities Group
New York
$9.88M -$194K -4,190 -2%
LS
446
Livforsakringsbolaget Skandia
Sweden
$9.88M +$866K +18,700 +10%
NSLI
447
Nan Shan Life Insurance
Taiwan
$9.71M -$55.1M -1,188,420 -85%
BFEC
448
Benjamin F. Edwards & Company
Missouri
$9.67M -$400K -8,640 -4%
GAM
449
Gotham Asset Management
New York
$9.64M +$1.53M +32,920 +19%
LBD
450
Landsberg Bennett & Dubbaneh
Florida
$9.62M +$163K +3,520 +2%

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.