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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
MCWS
651
McKinley Carter Wealth Services
West Virginia
$4.82M +$159K +2,840 +3%
JSC
652
Jackson Square Capital
California
$4.8M -$2.05M -36,560 -27%
VF
653
Virtu Financial
New York
$4.79M +$2.87M +51,120 +108%
Canada Pension Plan Investment Board
654
Canada Pension Plan Investment Board
Ontario, Canada
$4.79M -$169M -3,005,070 -97%
DY
655
Dowling & Yahnke
California
$4.78M +$53.9K +960 +1%
HIP
656
Harrell Investment Partners
Texas
$4.76M +$837K +14,920 +18%
LNC
657
Lincoln National Corp
Pennsylvania
$4.75M -$16.3K -290 -0.3%
SFI
658
Siemens Fonds Invest
Germany
$4.75M -$201K -3,580 -4%
SCP
659
Shorepoint Capital Partners
Massachusetts
$4.74M -$11.8K -210 -0.2%
PCA
660
Pallas Capital Advisors
Massachusetts
$4.71M -$330K -5,880 -6%
TA
661
TruWealth Advisors
Louisiana
$4.69M +$588K +10,470 +12%
GT
662
Greenleaf Trust
Michigan
$4.64M +$106K +1,890 +2%
GC
663
Grimes & Company
Massachusetts
$4.64M +$217K +3,860 +4%
NFC
664
Northeast Financial Consultants
Connecticut
$4.62M +$75.8K +1,350 +1%
BPM
665
Bowling Portfolio Management
Ohio
$4.61M -$135K -2,400 -2%
CS
666
Comerica Securities
Michigan
$4.6M +$166K +2,950 +3%
IMOV
667
Investment Management of Virginia
Virginia
$4.58M -$2.25K -40 -0%
CA
668
Cetera Advisors
Colorado
$4.58M -$65.1K -1,160 -1%
WCA
669
Westover Capital Advisors
Delaware
$4.58M +$542K +9,650 +11%
MA
670
Mutual Advisors
Nebraska
$4.56M +$98.8K +1,760 +2%
HVIA
671
Hudson Valley Investment Advisors
New York
$4.53M -$1.24M -22,050 -19%
BAM
672
Belpointe Asset Management
Nevada
$4.52M -$174K -3,100 -3%
MWM
673
Marietta Wealth Management
Georgia
$4.49M -$102K -1,820 -2%
NG
674
NatWest Group
United Kingdom
$4.48M +$172K +3,070 +3%
AT
675
AMF Tjänstepension
Sweden
$4.47M +$1.82M +32,400 +54%

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.