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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
FFG
826
Fortem Financial Group
California
$2.73M -$36.5K -650 -1%
MFG
827
MidWestOne Financial Group
Iowa
$2.73M -$285K -5,070 -8%
XWM
828
Xcel Wealth Management
Florida
$2.73M -$1.22M -21,750 -28%
GAG
829
GM Advisory Group
New York
$2.72M -$1.13M -20,200 -27%
MA
830
Montag & Associates
Georgia
$2.72M -$952K -16,960 -23%
RPC
831
Rossmore Private Capital
Connecticut
$2.72M +$97.1K +1,730 +3%
PWA
832
Phoenix Wealth Advisors
North Carolina
$2.71M -$16.3K -290 -0.5%
EAM
833
EFG Asset Management
Oregon
$2.71M -$710K -12,650 -19%
PCM
834
Parsons Capital Management
Rhode Island
$2.71M +$95.4K +1,700 +3%
SRSA
835
S.R. Schill & Associates
Washington
$2.69M +$20.8K +370 +0.7%
CIAS
836
Capital Investment Advisory Services
North Carolina
$2.69M -$1M -17,890 -24%
FMB
837
Field & Main Bank
Kentucky
$2.69M +$14K +250 +0.5%
PWS
838
Peterson Wealth Services
Utah
$2.68M +$170K +3,030 +6%
TAL
839
TIG Advisors LLC
New York
$2.67M +$3.09M +55,060 New
MOS
840
MGO One Seven
Ohio
$2.67M +$334K +5,950 +12%
TAM
841
Tealwood Asset Management
Minnesota
$2.67M -$155K -2,760 -5%
SIC
842
SFE Investment Counsel
California
$2.66M +$404K +7,200 +15%
RSC
843
Red Spruce Capital
Pennsylvania
$2.66M -$39.3K -700 -1%
TMAM
844
Tokio Marine Asset Management
Japan
$2.64M +$283K +5,040 +10%
PAS
845
Park Avenue Securities
New York
$2.64M +$340K +6,060 +13%
CW
846
Connectus Wealth
Ohio
$2.64M +$799K +14,240 +35%
SYBT
847
Stock Yards Bank & Trust
Kentucky
$2.64M +$2.84M +50,610 +1,353%
BWM
848
BerganKDV Wealth Management
Minnesota
$2.64M +$16.3K +290 +0.5%
AWM
849
Altium Wealth Management
New York
$2.64M +$499K +8,890 +20%
ADL
850
Asset Dedication LLC
California
$2.62M +$298K +5,310 +11%

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.