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Broadcom
AVGO

Overview Fund Activity

1,713 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, 865 increasing their positions, 523 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+31
Holders Change %
+1.84%
% of All Funds
29.91%
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
865
Reduced
523
Closed
75
Calls
$2.54B
Puts
$4.1B
Net Calls
-$1.56B
Net Calls Change
-$231M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$337M
2
UBS Group
UBS Group
Switzerland
+$220M
3
N
Natixis
France
+$217M
4
Charles Schwab
Charles Schwab
California
+$212M
5
Invesco
Invesco
Georgia
+$197M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.38B
2
FP
Financial Perspectives
Minnesota
-$509M
3
GQG Partners
GQG Partners
Florida
-$371M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$349M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
901
Westhampton Capital
North Carolina
$1.52M – – –
WF
902
Welch & Forbes
Massachusetts
$1.52M – – –
DPIM
903
Duff & Phelps Investment Management
Illinois
$1.51M -$174K -3,650 -10%
Carson Wealth (CWM LLC)
904
Carson Wealth (CWM LLC)
Nebraska
$1.51M – – –
PWM
905
Perigon Wealth Management
California
$1.51M +$95.4K +2,000 +7%
TA
906
TruWealth Advisors
Louisiana
$1.5M +$130K +2,720 +9%
FBFS
907
First Business Financial Services
Wisconsin
$1.5M +$149K +3,120 +11%
CCM
908
Community Capital Management
Florida
$1.48M +$1.48M +31,000 New
AG
909
AIA Group
Hong Kong
$1.48M +$1.22M +26,220 +479%
9WM
910
9258 Wealth Management
Ohio
$1.48M +$64.4K +1,350 +5%
PFSC
911
Peoples Financial Services Corp
Pennsylvania
$1.47M -$11.4K -240 -0.8%
LC
912
LCNB Corp
Ohio
$1.47M -$2.39K -50 -0.2%
BPA
913
Beacon Pointe Advisors
California
$1.46M +$963K +20,190 +195%
EH
914
Equitable Holdings
New York
$1.46M -$639K -13,400 -31%
JWCA
915
J.W. Cole Advisors
Florida
$1.45M -$10K -210 -0.7%
KWM
916
Keebeck Wealth Management
Illinois
$1.44M +$55.8K +1,170 +4%
CCA
917
Checchi Capital Advisers
California
$1.44M -$126K -2,640 -8%
APW
918
Aurora Private Wealth
New Jersey
$1.44M +$85.8K +1,800 +6%
FFS
919
Founders Financial Securities
Maryland
$1.43M +$878K +18,420 +158%
Fisher Asset Management
920
Fisher Asset Management
Washington
$1.43M -$30.1K -630 -2%
LFM
921
Lumina Fund Management
New York
$1.43M – – –
WA
922
WestEnd Advisors
North Carolina
$1.43M – – –
LCM
923
Leisure Capital Management
California
$1.43M -$1.43K -30 -0.1%
CF
924
Copperwynd Financial
Arizona
$1.42M +$21.5K +450 +2%
TIAM2
925
Tru Independence Asset Management 2
Oregon
$1.42M +$36.2K +760 +3%
35 36
37
38 39