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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
WCM
851
Wunderlich Capital Managemnt
Tennessee
$2.6M -$2.25K -40 -0.1%
BSW
852
Buckingham Strategic Wealth
Missouri
$2.59M +$112K +2,000 +4%
WC
853
Whitney & Co
New York
$2.58M +$20.8K +370 +0.7%
VLC
854
Van Leeuwen & Company
New Jersey
$2.57M +$53.9K +960 +2%
RFG
855
Range Financial Group
Oregon
$2.56M -$117K -2,080 -4%
CIP
856
Convergence Investment Partners
Florida
$2.56M -$81.9K -1,460 -3%
ATPW
857
Ashton Thomas Private Wealth
Arizona
$2.55M +$232K +4,140 +9%
IC
858
Intersect Capital
California
$2.55M -$242K -4,310 -8%
UCIG
859
Ulrich Consultants & Investment Group
New Mexico
$2.55M +$2.94M +52,430 New
HWAM
860
Hennion & Walsh Asset Management
New Jersey
$2.53M +$198K +3,530 +7%
CI
861
Cigna Investments
Connecticut
$2.53M -$1.13M -20,170 -28%
PJSIMP
862
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.51M +$167K +2,980 +7%
WP
863
WealthShield Partners
North Carolina
$2.51M -$999K -17,790 -26%
IB
864
Intrust Bank
Kansas
$2.51M -$193K -3,430 -6%
SFM
865
Signet Financial Management
New Jersey
$2.5M +$1.35M +23,980 +88%
B
866
Barings
North Carolina
$2.49M +$139K +2,470 +5%
QI
867
Qtron Investments
Massachusetts
$2.49M +$125K +2,220 +5%
KA
868
Kintegral Advisory
New York
$2.48M +$60.6K +1,080 +2%
RFC
869
Regions Financial Corp
Alabama
$2.47M -$469K -8,350 -14%
SS
870
Sunbelt Securities
Texas
$2.44M -$42.7K -760 -1%
PVH
871
Psagot Value Holdings
Israel
$2.43M -$11.2K -200 -0.4%
AIA
872
Affinity Investment Advisors
California
$2.41M +$39.3K +700 +1%
RFM
873
Royal Fund Management
Florida
$2.4M -$561 -10 -0%
KCM
874
Kendall Capital Management
Maryland
$2.39M +$95.4K +1,700 +4%
LF
875
Lee Financial
Texas
$2.39M +$5.05K +90 +0.2%

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.