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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$723M +$25.9M +558,850 +4%
Allianz Asset Management
27
Allianz Asset Management
Germany
$689M -$104M -2,239,500 -13%
Deutsche Bank
28
Deutsche Bank
Germany
$689M -$49.1M -1,059,540 -7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$685M -$22.4M -484,280 -3%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$667M +$118M +2,552,480 +22%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$663M -$54.2M -1,169,840 -8%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$649M -$25.2M -544,170 -4%
PPA
33
Parametric Portfolio Associates
Washington
$624M +$25.9M +559,250 +4%
Goldman Sachs
34
Goldman Sachs
New York
$609M +$44.1M +951,450 +8%
Ninety One (UK)
35
Ninety One (UK)
United Kingdom
$590M +$43.8M +946,060 +8%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$578M -$106M -2,280,570 -16%
Caisse de Depot et Placement du Quebec (CDPQ)
37
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$540M +$27.5M +592,750 +6%
AllianceBernstein
38
AllianceBernstein
Tennessee
$527M +$19.4M +419,540 +4%
RJA
39
Raymond James & Associates
Florida
$525M +$7.25M +156,410 +1%
CCM
40
Cantillon Capital Management
New York
$524M -$6.43M -138,670 -1%
Barclays
41
Barclays
United Kingdom
$496M +$71M +1,531,980 +17%
Franklin Resources
42
Franklin Resources
California
$494M -$31.9M -688,990 -6%
Barrow, Hanley, Mewhinney & Strauss
43
Barrow, Hanley, Mewhinney & Strauss
Texas
$493M -$72M -1,553,500 -13%
Citigroup
44
Citigroup
New York
$472M +$43.1M +930,170 +10%
JP Morgan Chase
45
JP Morgan Chase
New York
$451M -$313M -6,762,160 -42%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$430M -$6.97M -150,490 -2%
FPA
47
First Pacific Advisors
California
$428M -$4.04M -87,250 -1%
BG
48
Bahl & Gaynor
Ohio
$418M -$3.02M -65,210 -0.7%
TIM
49
Thornburg Investment Management
New Mexico
$374M +$1.16M +25,000 +0.3%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$372M +$2.99M +64,630 +0.8%

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.