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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
TFS
1026
TrustCore Financial Services
Tennessee
$1.11M +$40.3K +870 +4%
BC
1027
Bridgefront Capital
Texas
$1.1M +$1.07M +23,180 New
CIM
1028
CIM Investment Management
Pennsylvania
$1.1M -$34.3K -740 -3%
RWM
1029
Ritholtz Wealth Management
New York
$1.09M +$198K +4,280 +23%
PG
1030
Patten Group
Tennessee
$1.09M +$207K +4,460 +24%
PWM
1031
PRW Wealth Management
Massachusetts
$1.09M +$1.06M +22,890 New
SCM
1032
Shaolin Capital Management
Florida
$1.09M +$1.06M +22,890 New
RWA
1033
Redhawk Wealth Advisors
Minnesota
$1.09M +$19K +410 +2%
PA
1034
Probity Advisors
Texas
$1.08M -$12K -260 -1%
4WM
1035
44 Wealth Management
Oregon
$1.08M +$156K +3,360 +17%
IAN
1036
Integrated Advisors Network
Texas
$1.08M +$186K +4,010 +21%
GAMC
1037
Garner Asset Management Corp
Texas
$1.08M +$463 +10 +0%
SG
1038
StoneX Group
New York
$1.08M +$83.4K +1,800 +9%
WP
1039
WealthShield Partners
North Carolina
$1.08M +$173K +3,730 +20%
SCM
1040
Salem Capital Management
Massachusetts
$1.07M +$197K +4,250 +23%
JAM
1041
Jupiter Asset Management
United Kingdom
$1.07M -$13.8M -298,250 -93%
RAM
1042
Redmond Asset Management
Virginia
$1.07M +$5.1K +110 +0.5%
ACM
1043
Allred Capital Management
Texas
$1.04M -$27.8K -600 -3%
ACI
1044
Alpha Cubed Investments
California
$1.04M +$328K +7,070 +48%
WSFS
1045
Wilmington Savings Fund Society
Delaware
$1.04M +$261K +5,640 +35%
CCM
1046
Coldstream Capital Management
Washington
$1.03M +$13.9K +300 +1%
MFA
1047
Mayflower Financial Advisors
Massachusetts
$1.03M +$16.7K +360 +2%
LWM
1048
Laidlaw Wealth Management
New York
$1.03M +$60.2K +1,300 +6%
PSUF
1049
People's United Financial
Connecticut
$1.03M -$8.34K -180 -0.8%
CT
1050
Caldwell Trust
Florida
$1.03M

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.