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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
AT
801
Arden Trust
Delaware
$2.95M +$255K +4,550 +8%
WOC
802
West Oak Capital
California
$2.95M -$187K -3,340 -5%
AWM
803
Avitas Wealth Management
California
$2.94M -$8.98K -160 -0.3%
CIP
804
Chartwell Investment Partners
Pennsylvania
$2.94M +$103K +1,840 +3%
WIS
805
Wright Investors Service
Connecticut
$2.92M -$510K -9,090 -13%
PP
806
PDT Partners
New York
$2.92M +$2.81M +50,000 +500%
MWM
807
Meridian Wealth Management
Kentucky
$2.9M +$2.37M +42,180 +242%
GRP
808
Global Retirement Partners
California
$2.89M -$118K -2,110 -3%
TC
809
Truvestments Capital
Florida
$2.88M +$87K +1,550 +3%
MWA
810
Meridian Wealth Advisors
Texas
$2.88M +$132K +2,350 +4%
PI
811
PEAK6 Investments
Illinois
$2.88M +$3.32M +59,200 +592,000%
HFM
812
Harvest Fund Management
China
$2.88M +$281K +5,000 +9%
CIA
813
Capital Investment Advisors
Georgia
$2.86M +$272K +4,850 +9%
MFG
814
Merit Financial Group
Georgia
$2.86M +$2.03M +36,110 +158%
LA
815
LVW Advisors
New York
$2.85M +$122K +2,170 +4%
RFN
816
RDA Financial Network
Iowa
$2.84M +$82.5K +1,470 +3%
RWB
817
RMR Wealth Builders
New Jersey
$2.83M -$1.68K -30 -0.1%
DCM
818
Dupont Capital Management
Delaware
$2.83M +$212K +3,780 +7%
JWM
819
Jackson Wealth Management
Florida
$2.82M -$4.83M -86,050 -60%
PFT
820
Providence First Trust
Arizona
$2.82M -$309K -5,500 -9%
TC
821
TownSquare Capital
Utah
$2.8M +$284K +5,060 +10%
EGM
822
Engineers Gate Manager
New York
$2.8M +$1.68M +29,910 +108%
SIGI
823
Susquehanna International Group (Ireland)
Ireland
$2.79M +$3.23M +57,460 New
YIH
824
Y-Intercept (HK)
Hong Kong
$2.79M +$3.22M +57,350 New
KWM
825
Keebeck Wealth Management
Illinois
$2.75M +$523K +9,310 +20%

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.