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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
WS
551
Wedbush Securities
California
$5.73M +$144K +3,110 +3%
SWP
552
Stratos Wealth Partners
Ohio
$5.71M -$219K -4,730 -4%
PFM
553
Premier Fund Managers
United Kingdom
$5.7M +$1.34M +28,880 +32%
EI
554
Ethic Inc
New York
$5.7M +$1.72M +37,160 +45%
Wealth Enhancement Advisory Services
555
Wealth Enhancement Advisory Services
Minnesota
$5.67M +$5.51M +118,850 New
RIG
556
Renaissance Investment Group
Massachusetts
$5.64M +$99.2K +2,140 +2%
HVM
557
Harvest Volatility Management
Connecticut
$5.59M +$1.33M +28,640 +32%
DSC
558
Duncker Streett & Co
Missouri
$5.58M +$31K +670 +0.6%
HI
559
Harbour Investments
Wisconsin
$5.57M +$459K +9,900 +9%
AWM
560
Avitas Wealth Management
California
$5.52M +$153K +3,300 +3%
TAIM
561
Te Ahumairangi Investment Management
New Zealand
$5.52M +$741K +16,000 +16%
BFPW
562
BOK Financial Private Wealth
Colorado
$5.48M +$115K +2,490 +2%
KPWS
563
Kestra Private Wealth Services
Texas
$5.46M +$116K +2,500 +2%
FCH
564
Freestone Capital Holdings
Washington
$5.46M +$129K +2,790 +2%
FBT
565
First Bankers Trust
Kentucky
$5.45M -$1.41M -30,530 -21%
PCIA
566
Prime Capital Investment Advisors
Kansas
$5.45M +$1.42M +30,550 +37%
JSC
567
Jackson Square Capital
California
$5.4M +$182K +3,930 +4%
IRF
568
IBM Retirement Fund
New York
$5.36M -$1.02M -21,970 -16%
AP
569
Advisor Partners
California
$5.36M +$17.6K +380 +0.3%
JGUA
570
John G. Ullman & Associates
New York
$5.32M -$162K -3,500 -3%
CSS
571
Cubist Systematic Strategies
Connecticut
$5.32M -$5.72M -123,380 -52%
EWM
572
Endurance Wealth Management
Rhode Island
$5.3M +$210K +4,530 +4%
KCM
573
Karp Capital Management
California
$5.29M +$700K +15,100 +16%
QIM
574
Quantitative Investment Management
Virginia
$5.28M +$1.85M +39,980 +56%
JWM
575
Jackson Wealth Management
Florida
$5.27M -$31K -670 -0.6%

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.