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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
WIS
601
Wright Investors Service
Connecticut
$4.7M +$43.6K +940 +1%
KCM
602
Kornitzer Capital Management
Kansas
$4.69M
DF
603
Donoghue Forlines
Massachusetts
$4.69M +$107K +2,310 +2%
FB
604
Fulton Bank
Pennsylvania
$4.69M +$375K +8,100 +9%
Luther King Capital Management (LKCM)
605
Luther King Capital Management (LKCM)
Texas
$4.68M +$1.84M +39,660 +68%
ATC
606
Argent Trust Co
Tennessee
$4.67M +$36.6K +790 +0.8%
AFG
607
Albion Financial Group
Utah
$4.66M +$4.52M +97,630 New
ANBT
608
American National Bank & Trust
Texas
$4.65M +$266K +5,740 +6%
XWM
609
Xcel Wealth Management
Florida
$4.65M +$11.6K +250 +0.3%
UR
610
USCA RIA
Texas
$4.65M +$98.7K +2,130 +2%
WWM
611
Western Wealth Management
Colorado
$4.64M +$1.66M +35,820 +58%
P
612
Paradiem
Louisiana
$4.63M +$82K +1,770 +2%
BIM
613
Baldwin Investment Management
Pennsylvania
$4.62M +$110K +2,380 +3%
IMRF
614
Illinois Municipal Retirement Fund
Illinois
$4.61M
MWM
615
Marietta Wealth Management
Georgia
$4.6M +$229K +4,940 +5%
ECM
616
Everence Capital Management
Indiana
$4.59M
Boston Partners
617
Boston Partners
Massachusetts
$4.58M -$304K -6,550 -6%
ACM
618
Alpha Capital Management
Texas
$4.57M -$44K -950 -1%
NFC
619
Northeast Financial Consultants
Connecticut
$4.56M +$248K +5,360 +6%
MCM
620
Mitchell Capital Management
Kansas
$4.54M -$68.1K -1,470 -2%
CA
621
Cetera Advisors
Colorado
$4.51M +$318K +6,870 +8%
FAM
622
Fred Alger Management
New York
$4.5M +$151K +3,250 +4%
VWA
623
Visionary Wealth Advisors
Illinois
$4.47M -$41.2K -890 -0.9%
EI
624
EDMP Inc
Florida
$4.46M -$25.5K -550 -0.6%
WAM
625
World Asset Management
Michigan
$4.46M -$136K -2,930 -3%

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.