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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
CSPIA
901
Cary Street Partners Investment Advisory
Virginia
$2.18M +$2.2M +39,150 +675%
UH
902
Unigestion Holding
Switzerland
$2.18M +$1.66M +29,560 +192%
CL
903
CPWM LLC
Washington
$2.17M +$1.57M +28,040 +168%
DHFB
904
Dixon Hubard Feinour & Brown
Virginia
$2.16M -$40.4K -720 -2%
FDS
905
Freedom Day Solutions
Texas
$2.16M -$26.9K -480 -1%
DPIM
906
Duff & Phelps Investment Management
Illinois
$2.15M
AFA
907
Abacus FCF Advisors
Florida
$2.15M -$2.2M -39,180 -47%
AAS
908
Ameritas Advisory Services
Nebraska
$2.14M -$69K -1,230 -3%
FCM
909
Fairbanks Capital Management
California
$2.13M -$71.8K -1,280 -3%
LWAC
910
Laurel Wealth Advisors (California)
California
$2.13M -$166K -2,950 -6%
HI
911
Human Investing
Oregon
$2.13M -$33.1K -590 -1%
DIA
912
Dean Investment Associates
Ohio
$2.12M +$18.5K +330 +0.8%
SVWAG
913
Sound View Wealth Advisors Group
Georgia
$2.11M +$5.05K +90 +0.2%
TAM
914
Trust Asset Management
Texas
$2.11M +$146K +2,600 +6%
MAM
915
Morse Asset Management
Connecticut
$2.1M +$223K +3,980 +10%
AP
916
Americana Partners
Texas
$2.09M +$1.04M +18,530 +71%
CFCI
917
Comprehensive Financial Consultants Institutional
Indiana
$2.08M -$2.25K -40 -0.1%
SIA
918
SeaBridge Investment Advisors
New Jersey
$2.08M +$208K +3,710 +9%
DI
919
DFPG Investments
Utah
$2.06M +$15.2K +270 +0.6%
PF
920
Phoenix Financial
Israel
$2.06M +$328K +5,850 +16%
TPM
921
Triasima Portfolio Management
Quebec, Canada
$2.05M -$5.61K -100 -0.2%
BHIA
922
Birch Hill Investment Advisors
Massachusetts
$2.04M
TFS
923
TrustCore Financial Services
Tennessee
$2.04M +$5.61K +100 +0.2%
DF
924
Donoghue Forlines
Massachusetts
$2.03M -$479K -8,540 -17%
WSTAM
925
Wilbanks Smith & Thomas Asset Management
Virginia
$2.03M +$73.5K +1,310 +3%

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.