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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
Fisher Asset Management
926
Fisher Asset Management
Washington
$1.43M -$29.2K -630 -2%
LFM
927
Lumina Fund Management
New York
$1.43M
WA
928
WestEnd Advisors
North Carolina
$1.43M
LCM
929
Leisure Capital Management
California
$1.43M -$1.39K -30 -0.1%
CF
930
Copperwynd Financial
Arizona
$1.42M +$20.9K +450 +2%
TIAM2
931
Tru Independence Asset Management 2
Oregon
$1.42M +$35.2K +760 +3%
TAIM
932
TD Ameritrade Investment Management
Nebraska
$1.42M +$12.5K +270 +0.9%
KTC
933
Kistler-Tiffany Companies
Pennsylvania
$1.41M +$89.9K +1,940 +7%
BPCA
934
Bank Pictet & Cie (Asia)
Singapore
$1.41M +$15.8K +340 +1%
JWM
935
Jupiter Wealth Management
Colorado
$1.41M -$1.04M -22,550 -44%
LIM
936
Longfellow Investment Management
Massachusetts
$1.41M -$670K -14,450 -33%
MAFM
937
Mid Atlantic Financial Management
Pennsylvania
$1.4M +$52.4K +1,130 +4%
HH
938
Hilltop Holdings
Texas
$1.39M +$434K +9,360 +47%
QPWM
939
Quadrant Private Wealth Management
Pennsylvania
$1.39M -$927 -20 -0.1%
AFM
940
Andesa Financial Management
Pennsylvania
$1.38M -$95K -2,050 -7%
GSEP
941
Golden State Equity Partners
California
$1.38M +$746K +16,110 +125%
TC
942
TownSquare Capital
Utah
$1.37M +$217K +4,680 +19%
DI
943
DFPG Investments
Utah
$1.36M +$49.1K +1,060 +4%
WA
944
Wealth Alliance
New York
$1.36M +$340K +7,340 +35%
MW
945
Marcum Wealth
Ohio
$1.35M +$27.3K +590 +2%
BWM
946
Buckley Wealth Management
Nevada
$1.35M +$294K +6,340 +29%
SFM
947
Signet Financial Management
New Jersey
$1.34M +$38.9K +840 +3%
CL
948
CPWM LLC
Washington
$1.34M -$5.56K -120 -0.4%
P
949
Pitcairn
Pennsylvania
$1.34M -$21.8K -470 -2%
SIM
950
Sonora Investment Management
Arizona
$1.33M +$555K +11,970 +76%

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.