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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
WHG
526
Westwood Holdings Group
Texas
$6.79M +$755K +16,290 +13%
NGA
527
Naples Global Advisors
Florida
$6.76M +$141K +3,040 +2%
BHA
528
Beech Hill Advisors
New York
$6.75M +$1.51M +32,630 +30%
ACP
529
Aviance Capital Partners
Florida
$6.73M +$291K +6,270 +5%
HVIA
530
Hudson Valley Investment Advisors
New York
$6.72M -$781K -16,850 -11%
Wealthfront Advisers
531
Wealthfront Advisers
California
$6.64M -$67.2K -1,450 -1%
LSA
532
Leonteq Securities AG
Switzerland
$6.59M +$4.46M +96,160 +229%
MWM
533
Minot Wealth Management
Massachusetts
$6.55M +$618K +13,330 +11%
VPI
534
Value Partners Investments
Manitoba, Canada
$6.5M +$1.22M +26,340 +24%
VIA
535
Vident Investment Advisory
Georgia
$6.48M +$443K +9,570 +8%
SG
536
Stonnington Group
California
$6.46M +$250K +5,390 +4%
IWA
537
IBEX Wealth Advisors
New Jersey
$6.44M +$175K +3,780 +3%
Cetera Investment Advisers
538
Cetera Investment Advisers
Illinois
$6.41M +$279K +6,030 +5%
IFG
539
Independent Financial Group
California
$6.27M +$740K +15,970 +14%
HFS
540
Hantz Financial Services
Michigan
$6.24M +$344K +7,430 +6%
FSA
541
Financial Sense Advisors
California
$6.21M -$121K -2,620 -2%
SBIA
542
Sheaff Brock Investment Advisors
Indiana
$6.21M +$187K +4,040 +3%
CAL
543
Capital Analysts LLC
Pennsylvania
$6.19M +$5.63M +121,480 +1,458%
CI
544
Cigna Investments
Connecticut
$6.11M -$877K -18,930 -13%
IA
545
IndexIQ Advisors
New York
$6.07M +$86.6K +1,870 +1%
CP
546
Cumberland Partners
Ontario, Canada
$6.05M -$860K -18,560 -13%
TBA
547
Tower Bridge Advisors
Pennsylvania
$5.99M +$232K +5,000 +4%
CWM
548
Calamos Wealth Management
Illinois
$5.88M -$953K -20,560 -14%
IWP
549
Icon Wealth Partners
Texas
$5.88M +$482K +10,400 +9%
ERWM
550
Elk River Wealth Management
Colorado
$5.84M +$101K +2,180 +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.