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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
WC
776
Whitney & Co
New York
$2.37M +$58.4K +1,260 +3%
AIM
777
Aigen Investment Management
New York
$2.37M +$2.3M +49,590 New
CG
778
Colony Group
Massachusetts
$2.36M +$69K +1,490 +3%
BAM
779
Berkshire Asset Management
Pennsylvania
$2.36M -$53.3K -1,150 -2%
AAS
780
Avantax Advisory Services
Texas
$2.35M +$167K +3,610 +8%
KA
781
Kintegral Advisory
New York
$2.33M
TFS
782
Thoroughbred Financial Services
Tennessee
$2.32M -$119K -2,570 -5%
DTL
783
Dynamic Technology Lab
Singapore
$2.3M +$2.24M +48,310 New
IB
784
Intrust Bank
Kansas
$2.3M -$17.6K -380 -0.8%
MWA
785
Meridian Wealth Advisors
Texas
$2.29M +$219K +4,730 +11%
PP
786
Prudential plc
United Kingdom
$2.29M -$10.5M -225,840 -82%
BDS
787
Banco de Sabadell
Florida
$2.28M +$124K +2,680 +6%
AIA
788
Affinity Investment Advisors
California
$2.27M -$163K -3,520 -7%
SIA
789
SeaBridge Investment Advisors
New Jersey
$2.27M -$26.4K -570 -1%
EP
790
Edgestream Partners
New Jersey
$2.26M +$2.19M +47,340 New
PFO
791
Pathstone Family Office
New Jersey
$2.25M +$221K +4,780 +11%
PCA
792
Providence Capital Advisors
North Carolina
$2.24M +$138K +2,970 +7%
EWA
793
Exencial Wealth Advisors
Oklahoma
$2.24M -$110K -2,370 -5%
S
794
SignatureFD
Georgia
$2.24M +$124K +2,670 +6%
LA
795
LVW Advisors
New York
$2.23M +$71.4K +1,540 +3%
IA
796
IFG Advisory
Georgia
$2.22M +$115K +2,490 +6%
ADL
797
Asset Dedication LLC
California
$2.22M +$322K +6,950 +17%
BAM
798
Barrett Asset Management
New York
$2.21M -$27.8K -600 -1%
PNC
799
Park National Corp
Ohio
$2.2M -$80.6K -1,740 -4%
IA
800
IFP Advisors
Florida
$2.19M -$855K -18,460 -28%

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.