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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
KM
626
Kalos Management
Georgia
$4.44M +$51.9K +1,120 +1%
MYAM
627
Meiji Yasuda Asset Management
Japan
$4.42M -$108K -2,320 -2%
Lido Advisors
628
Lido Advisors
California
$4.4M +$249K +5,370 +6%
AC
629
Asio Capital
Kentucky
$4.38M -$777K -16,770 -15%
AWM
630
Altavista Wealth Management
North Carolina
$4.38M +$354K +7,650 +9%
BHWA
631
Beacon Harbor Wealth Advisors
Virginia
$4.37M +$29.2K +630 +0.7%
B
632
BP
United Kingdom
$4.32M -$1.75M -37,870 -29%
RMC
633
Resources Management Corp
Connecticut
$4.29M +$202K +4,350 +5%
Nomura Holdings
634
Nomura Holdings
Japan
$4.25M +$3.54M +76,290 +591%
FHC
635
First Horizon Corporation
Tennessee
$4.22M -$57.5K -1,240 -1%
LNC
636
Lincoln National Corp
Pennsylvania
$4.21M +$1.33M +28,700 +48%
WAOTB
637
Wealth Advisors of Tampa Bay
Florida
$4.21M +$2.43M +52,450 +146%
SPC
638
Stewart & Patten Company
California
$4.2M +$2.54M +54,790 +165%
CAM
639
Columbia Asset Management
Michigan
$4.17M +$132K +2,850 +3%
BS
640
Boenning & Scattergood
Pennsylvania
$4.14M +$44.5K +960 +1%
SLI
641
Sumitomo Life Insurance
Japan
$4.13M -$2.12M -45,670 -35%
DY
642
Dowling & Yahnke
California
$4.12M +$227K +4,890 +6%
MA
643
Mutual Advisors
Nebraska
$4.11M -$36.6K -790 -0.9%
SI
644
Shaker Investments
Ohio
$4.01M
SSI
645
Scott & Selber Inc
Texas
$4M -$44.9K -970 -1%
MA
646
Montag & Associates
Georgia
$3.98M -$185K -4,000 -5%
SS
647
Sunbelt Securities
Texas
$3.96M +$60.7K +1,310 +2%
NIA
648
Northstar Investment Advisors
Colorado
$3.93M +$200K +4,310 +6%
SFA
649
Souders Financial Advisors
Ohio
$3.91M -$57.9K -1,250 -2%
PAI
650
Pittenger & Anderson Inc
Nebraska
$3.9M -$11.6K -250 -0.3%

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.