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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
SGI
1001
Summit Global Investments
Utah
$1.61M +$44.9K +800 +2%
OC
1002
Oarsman Capital
Wisconsin
$1.61M -$177K -3,150 -9%
RAM
1003
Riggs Asset Management
Pennsylvania
$1.58M +$1.83M +32,580 New
MGIA
1004
Moneta Group Investment Advisors
Missouri
$1.58M +$253K +4,500 +16%
LOIM
1005
Liberty One Investment Management
Illinois
$1.57M -$308K -5,480 -14%
AFG
1006
Alterity Financial Group
Maine
$1.57M +$1.82M +32,370 New
AWE
1007
Avidian Wealth Enterprises
Texas
$1.57M -$775K -13,800 -30%
AOWM
1008
Alpha Omega Wealth Management
Virginia
$1.56M -$75.8K -1,350 -4%
NDSI
1009
Newman Dignan & Sheerar Inc
Rhode Island
$1.56M +$255K +4,550 +16%
LB
1010
Legacy Bridge
Iowa
$1.56M -$225K -4,000 -11%
CG
1011
Castellan Group
Kentucky
$1.56M +$32K +570 +2%
OL
1012
Optas LLC
Texas
$1.55M +$7.3K +130 +0.4%
HT
1013
Heritage Trust
Oklahoma
$1.55M -$25.8K -460 -1%
GEA
1014
Glen Eagle Advisors
New Jersey
$1.55M +$2.81K +50 +0.2%
PAMG
1015
Patton Albertson Miller Group
Tennessee
$1.55M -$301K -5,370 -14%
SFP
1016
Shepherd Financial Partners
Massachusetts
$1.54M +$142K +2,530 +9%
HCM
1017
HMS Capital Management
Tennessee
$1.54M +$451K +8,030 +34%
QCG
1018
Quadrant Capital Group
Ohio
$1.53M +$57.3K +1,020 +3%
CWMU
1019
Caliber Wealth Management (Utah)
Utah
$1.53M +$1.76M +31,410 New
FCFC
1020
First Commonwealth Financial Corp
Pennsylvania
$1.52M -$44.3K -790 -2%
UCMOK
1021
United Capital Management of KS
Kansas
$1.52M +$13.5K +240 +0.8%
HCCM
1022
Hudson Canyon Capital Management
New York
$1.52M +$18.5K +330 +1%
FBFS
1023
First Business Financial Services
Wisconsin
$1.51M -$111K -1,970 -6%
MMA
1024
Miracle Mile Advisors
California
$1.51M +$253K +4,500 +17%
CA
1025
Clearstead Advisors
Ohio
$1.5M +$136K +2,420 +8%

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.