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Broadcom

2,025 hedge funds and large institutions have $221B invested in Broadcom in 2021 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 806 increasing their positions, 629 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more first-time investments, than exits

New positions opened: 374 | Existing positions closed: 72

93% more funds holding in top 10

Funds holding in top 10: 86166 (+80)

37% more capital invested

Capital invested by funds: $162B → $221B (+$59.5B)

28% more repeat investments, than reductions

Existing positions increased: 806 | Existing positions reduced: 629

15% more funds holding

Funds holding: 1,7552,025 (+270)

3.09% less ownership

Funds ownership: 811.82%808.73% (-3.1%)

53% less call options, than puts

Call options by funds: $3.89B | Put options by funds: $8.25B

Holders
2,025
Holders Change
+270
Holders Change %
+15.38%
% of All Funds
31.16%
Holding in Top 10
166
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+93.02%
% of All Funds
2.55%
New
374
Increased
806
Reduced
629
Closed
72
Calls
$3.89B
Puts
$8.25B
Net Calls
-$4.36B
Net Calls Change
-$2.29B
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
51
Fisher Asset Management
Washington
$501M +$421M +7,489,030 +22,118%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$498M +$1.71M +30,480 +0.4%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$488M +$2.99M +53,260 +0.7%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$487M +$146M +2,590,890 +55%
TIM
55
Thornburg Investment Management
New Mexico
$484M -$43.6M -776,340 -10%
VanEck Associates
56
VanEck Associates
New York
$480M +$23.4M +416,330 +6%
Rafferty Asset Management
57
Rafferty Asset Management
New York
$465M +$118M +2,098,690 +43%
Principal Financial Group
58
Principal Financial Group
Iowa
$455M +$16.9M +299,840 +5%
Aberdeen Group
59
Aberdeen Group
United Kingdom
$455M -$15.2M -270,900 -4%
Toronto Dominion Bank
60
Toronto Dominion Bank
Ontario, Canada
$446M +$205M +3,651,620 +120%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$443M -$10.9M -193,990 -3%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$438M +$7.84M +139,500 +2%
LAM
63
Lyrical Asset Management
New York
$431M -$35.9M -638,740 -9%
Bank of Nova Scotia
64
Bank of Nova Scotia
Ontario, Canada
$431M +$263M +4,684,840 +261%
JP Morgan Chase
65
JP Morgan Chase
New York
$406M +$11.8M +210,530 +4%
CS
66
Credit Suisse
Switzerland
$393M -$6.28M -111,800 -2%
Amundi
67
Amundi
France
$383M +$51.5M +917,070 +17%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$380M +$3.86M +68,610 +1%
EIP
69
Epoch Investment Partners
New York
$369M -$48.2M -858,040 -13%
National Pension Service
70
National Pension Service
South Korea
$361M -$556K -9,900 -0.2%
Stifel Financial
71
Stifel Financial
Missouri
$336M +$5.94M +105,620 +2%
CA
72
Capitolis Advisors
New York
$327M
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$326M -$2.38M -42,430 -0.9%
FCM
74
Farallon Capital Management
California
$320M -$95.3M -1,695,000 -26%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$316M -$1.3M -23,200 -0.5%

AVGO Hedge Fund Activity: Q4 2021 in Review

2,025 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2021, worth a combined $221B — up 37% from $162B a quarter earlier.

Buyers outnumbered sellers: 374 funds opened new AVGO positions and 72 closed out — a net gain of 302 holders — while 806 added to existing stakes and 629 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $583M. The largest seller was Capital Research Global Investors, cutting an estimated $1.75B.

  • 2,025 institutional investors held Broadcom (AVGO) as of Q4 2021, up from 1,755 in Q3 2021.
  • Funds reported $221B of Broadcom stock for Q4 2021, up 37% quarter-over-quarter.
  • 374 funds opened new Broadcom positions in Q4 2021 and 72 closed out, a net change of +302 holders.
  • The largest Broadcom buyer in Q4 2021 was Morgan Stanley, an estimated $583M added.
  • The largest Broadcom seller in Q4 2021 was Capital Research Global Investors, an estimated $1.75B sold.

Based on aggregated 13F filings for Q4 2021.