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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
Impax Asset Management Group
551
Impax Asset Management Group
United Kingdom
$7.18M +$755K +13,450 +10%
OSNBOA
552
Old Second National Bank of Aurora
Illinois
$7.15M -$146K -2,610 -2%
ELC
553
Edgar Lomax Company
Virginia
$7.12M +$213K +3,800 +3%
FCH
554
Freestone Capital Holdings
Washington
$7.01M -$1.82M -32,340 -18%
MCM
555
Maryland Capital Management
Maryland
$6.97M +$993K +17,690 +14%
BFS
556
Bradley Foster & Sargent
Connecticut
$6.94M +$373K +6,640 +5%
MPM
557
MBB Public Markets
Illinois
$6.9M +$7.69M +137,090 +2,742%
PIMJS
558
PKO Investment Management Joint-Stock
Poland
$6.8M
GWM
559
Geneos Wealth Management
Colorado
$6.8M +$1.3M +23,090 +19%
AWS
560
Atria Wealth Solutions
New York
$6.79M +$1.81M +32,240 +30%
PCIA
561
Prime Capital Investment Advisors
Kansas
$6.79M +$37K +660 +0.5%
KRSITF
562
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.78M +$989K +17,620 +14%
SMG
563
Spectrum Management Group
Indiana
$6.75M +$5.92M +105,420 +314%
ERWM
564
Elk River Wealth Management
Colorado
$6.72M +$218K +3,880 +3%
MWM
565
Minot Wealth Management
Massachusetts
$6.71M -$151K -2,690 -2%
KWM
566
Kingsview Wealth Management
Oregon
$6.71M -$1.27M -22,630 -14%
CAL
567
Capital Analysts LLC
Pennsylvania
$6.68M +$220K +3,920 +3%
SG
568
Stonnington Group
California
$6.67M -$449K -8,000 -6%
PFS
569
Prospera Financial Services
Texas
$6.66M -$442K -7,880 -5%
IC
570
IEQ Capital
California
$6.65M +$332K +5,910 +5%
DGAM
571
Desjardins Global Asset Management
Quebec, Canada
$6.63M +$130K +2,320 +2%
SWP
572
Stratos Wealth Partners
Ohio
$6.63M -$719K -12,810 -9%
FNT
573
First National Trust
Pennsylvania
$6.61M +$753K +13,420 +11%
IWP
574
Icon Wealth Partners
Texas
$6.6M +$107K +1,900 +1%
PFM
575
Premier Fund Managers
United Kingdom
$6.55M +$159K +2,840 +2%

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.