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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
UCMOK
976
United Capital Management of KS
Kansas
$1.25M +$120K +2,580 +11%
LWAM
977
Legacy Wealth Asset Management
Minnesota
$1.25M -$3.24K -70 -0.3%
GH
978
GAM Holding
Switzerland
$1.24M -$45.4K -980 -4%
SFSIG
979
San Francisco Sentry Investment Group
California
$1.24M +$93.6K +2,020 +8%
VCWA
980
Vanguard Capital Wealth Advisors
Colorado
$1.24M
EAMA
981
EFG Asset Management (Americas)
Florida
$1.24M +$40.3K +870 +3%
OAM
982
Origin Asset Management
United Kingdom
$1.23M
WFC
983
Western Financial Corp
California
$1.23M +$116K +2,510 +11%
BCP
984
Blackhawk Capital Partners
Wisconsin
$1.22M -$11.1K -240 -0.9%
FAIM
985
Financial Advocates Investment Management
Washington
$1.22M +$40.8K +880 +4%
QCG
986
Quadrant Capital Group
Ohio
$1.22M -$5.56K -120 -0.5%
BOPW
987
Brandywine Oak Private Wealth
Pennsylvania
$1.21M +$356K +7,690 +43%
KC
988
Knuff & Co
California
$1.21M
ZB
989
Zions Bancorporation
Utah
$1.21M +$241K +5,210 +26%
RCM
990
RB Capital Management
Nevada
$1.2M +$45.9K +990 +4%
HIC
991
Holderness Investments Company
North Carolina
$1.2M
HCM
992
HMS Capital Management
Tennessee
$1.19M -$25.9K -560 -2%
PIA
993
Perennial Investment Advisors
California
$1.19M +$3.71K +80 +0.3%
BTWM
994
Baker Tilly Wealth Management
Wisconsin
$1.19M +$55.1K +1,190 +5%
CRWM
995
Castle Rock Wealth Management
California
$1.19M +$169K +3,640 +17%
SIC
996
SFE Investment Counsel
California
$1.18M +$864K +18,650 +302%
HSA
997
HBK Sorce Advisory
Pennsylvania
$1.18M +$95.5K +2,060 +9%
BCFD
998
Boit C.F. David
$1.18M +$1.15M +24,750 New
GEA
999
Glen Eagle Advisors
New Jersey
$1.18M +$160K +3,450 +16%
IFWM
1000
Institute for Wealth Management
Colorado
$1.18M +$463 +10 +0%

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.