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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
WCA
851
Windsor Creek Advisors
Vermont
$1.85M +$232K +5,000 +15%
IWM
852
IHT Wealth Management
Illinois
$1.85M +$27.3K +590 +2%
ODCM
853
Old Dominion Capital Management
Virginia
$1.83M -$2.78K -60 -0.2%
JFGIW
854
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.83M +$71.4K +1,540 +4%
FFA
855
Founders Financial Alliance
North Carolina
$1.82M +$27.3K +590 +2%
KA
856
Kovack Advisors
Florida
$1.79M -$40.3K -870 -2%
AR
857
Advisory Research
Illinois
$1.79M +$4.63K +100 +0.3%
NAM
858
NorthCoast Asset Management
Connecticut
$1.79M +$424K +9,150 +32%
OC
859
Oarsman Capital
Wisconsin
$1.78M +$32.9K +710 +2%
MPPW
860
Mitchell & Pahl Private Wealth
Oklahoma
$1.78M -$11.6K -250 -0.7%
ISL
861
Ingalls & Snyder LLC
New York
$1.78M +$1.73M +37,330 New
CF
862
Centaurus Financial
California
$1.77M +$145K +3,140 +9%
SACTSONJ
863
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.76M
CG
864
Castellan Group
Kentucky
$1.76M +$1.71M +37,000 New
DA
865
DCM Advisors
New York
$1.76M +$23.2K +500 +1%
CIC
866
Cornercap Investment Counsel
Georgia
$1.75M +$39.4K +850 +2%
TAM
867
Trust Asset Management
Texas
$1.75M +$196K +4,220 +13%
PCA
868
Personal Capital Advisors
California
$1.74M +$201K +4,330 +13%
PTC
869
Private Trust Company
Ohio
$1.74M -$48.7K -1,050 -3%
AFA
870
Abacus FCF Advisors
Florida
$1.73M +$143K +3,080 +9%
AAM
871
Arabesque Asset Management
United Kingdom
$1.72M +$1.67M +36,000 New
SVWAG
872
Sound View Wealth Advisors Group
Georgia
$1.71M -$85.3K -1,840 -5%
GSWM
873
Golden State Wealth Management
California
$1.71M +$1.13M +24,490 +217%
HFM
874
Harvest Fund Management
China
$1.7M -$180K -3,890 -10%
SGCA
875
Steel Grove Capital Advisors
Tennessee
$1.7M +$149K +3,220 +10%

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.