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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
ECM
901
Evergreen Capital Management
Washington
$1.56M -$91.7K -1,980 -6%
MCAI
902
Members Capital Advisors Inc
Wisconsin
$1.56M +$1.44M +31,050 +1,882%
WIC
903
Woodmont Investment Counsel
Tennessee
$1.55M +$469K +10,120 +45%
OL
904
Optas LLC
Texas
$1.55M +$57.9K +1,250 +4%
HCCM
905
Hudson Canyon Capital Management
New York
$1.54M -$113K -2,430 -7%
RA
906
RFG Advisory
Alabama
$1.54M +$113K +2,440 +8%
WC
907
Westhampton Capital
North Carolina
$1.52M
WF
908
Welch & Forbes
Massachusetts
$1.52M
DPIM
909
Duff & Phelps Investment Management
Illinois
$1.51M -$169K -3,650 -10%
Carson Wealth (CWM LLC)
910
Carson Wealth (CWM LLC)
Nebraska
$1.51M
PWM
911
Perigon Wealth Management
California
$1.51M +$92.7K +2,000 +7%
TA
912
TruWealth Advisors
Louisiana
$1.5M +$126K +2,720 +9%
FBFS
913
First Business Financial Services
Wisconsin
$1.5M +$145K +3,120 +11%
CCM
914
Community Capital Management
Florida
$1.48M +$1.44M +31,000 New
AG
915
AIA Group
Hong Kong
$1.48M +$1.21M +26,220 +479%
9WM
916
9258 Wealth Management
Ohio
$1.48M +$62.6K +1,350 +5%
PFSC
917
Peoples Financial Services Corp
Pennsylvania
$1.47M -$11.1K -240 -0.8%
LC
918
LCNB Corp
Ohio
$1.47M -$2.32K -50 -0.2%
BPA
919
Beacon Pointe Advisors
California
$1.46M +$936K +20,190 +195%
EH
920
Equitable Holdings
New York
$1.46M -$621K -13,400 -31%
JWCA
921
J.W. Cole Advisors
Florida
$1.45M -$9.73K -210 -0.7%
KWM
922
Keebeck Wealth Management
Illinois
$1.44M +$54.2K +1,170 +4%
CCA
923
Checchi Capital Advisers
California
$1.44M -$122K -2,640 -8%
APW
924
Aurora Private Wealth
New Jersey
$1.44M +$83.4K +1,800 +6%
FFS
925
Founders Financial Securities
Maryland
$1.43M +$854K +18,420 +158%

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.