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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
AAF
701
Andra AP-fonden
Sweden
$3.24M -$880K -19,000 -22%
IAA
702
Independent Advisor Alliance
North Carolina
$3.23M +$133K +2,880 +4%
SAM
703
Synergy Asset Management
Washington
$3.23M +$3.14M +67,810 New
VVP
704
Venture Visionary Partners
Ohio
$3.23M +$57.9K +1,250 +2%
TCA
705
Transcend Capital Advisors
New Jersey
$3.21M +$216K +4,660 +7%
LSA
706
L & S Advisors
California
$3.2M -$3.06M -66,140 -50%
CCM
707
Canal Capital Management
Virginia
$3.2M +$228K +4,910 +8%
FRA
708
Front Row Advisors
California
$3.18M +$188K +4,060 +6%
SPC
709
Sigma Planning Corp
Michigan
$3.14M +$182K +3,930 +6%
CCT
710
Capital City Trust
Florida
$3.14M +$99.6K +2,150 +3%
FFG
711
Fortem Financial Group
California
$3.07M +$287K +6,200 +11%
Fayez Sarofim & Co
712
Fayez Sarofim & Co
Texas
$3.07M +$2.23M +48,160 +298%
ISWM
713
Independent Solutions Wealth Management
New York
$3.06M +$84.3K +1,820 +3%
BRWM
714
B. Riley Wealth Management
Tennessee
$3.06M +$25K +540 +0.9%
MYLI
715
Meiji Yasuda Life Insurance
Japan
$3.05M +$51.9K +1,120 +2%
APA
716
American Portfolios Advisors
New York
$3.05M -$588K -12,680 -17%
CIC
717
Carnegie Investment Counsel
Ohio
$3.04M +$151K +3,250 +5%
LF
718
Lee Financial
Texas
$3.04M -$68.1K -1,470 -2%
FNT
719
First National Trust
Pennsylvania
$3.01M +$461K +9,950 +19%
ZIG
720
Zurich Insurance Group
Switzerland
$2.96M
WI
721
WrapManager Inc
California
$2.95M +$263K +5,670 +10%
GL
722
Graypoint LLC
New York
$2.95M -$71.8K -1,550 -2%
HAG
723
HighPoint Advisor Group
Illinois
$2.94M +$537K +11,580 +23%
LMIM
724
Lockheed Martin Investment Management
Maryland
$2.93M -$769K -16,600 -21%
WMSA
725
Weiss Multi-Strategy Advisers
New York
$2.92M -$1.56M -33,720 -35%

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.