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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
AWP
1026
Ascent Wealth Partners
New York
$1.5M +$589K +10,490 +38%
KCM
1027
Kornitzer Capital Management
Kansas
$1.5M -$1.01M -18,070 -37%
DMBA
1028
Deseret Mutual Benefit Administrators
Utah
$1.5M +$135K +2,410 +8%
TSWM
1029
Triangle Securities Wealth Management
North Carolina
$1.49M -$19.1K -340 -1%
LIM
1030
Longfellow Investment Management
Massachusetts
$1.49M
GBT
1031
Grove Bank & Trust
Florida
$1.49M -$567K -10,100 -25%
LCM
1032
Leisure Capital Management
California
$1.49M -$21.9K -390 -1%
WF
1033
Welch & Forbes
Massachusetts
$1.49M -$44.3K -790 -3%
NMG
1034
New Millennium Group
Utah
$1.48M -$370K -6,600 -18%
PG
1035
Patten Group
Tennessee
$1.48M +$12.9K +230 +0.8%
SIG
1036
Spinnaker Investment Group
California
$1.48M +$5.61K +100 +0.3%
AIC
1037
Argus Investors Counsel
New York
$1.47M
FMTCOCP
1038
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.47M -$10.1K -180 -0.6%
MTWM
1039
Masso Torrence Wealth Management
New Jersey
$1.46M -$27.5K -490 -2%
ACG
1040
Allen Capital Group
Nebraska
$1.46M +$190K +3,390 +13%
HIC
1041
Holderness Investments Company
North Carolina
$1.45M +$6.74K +120 +0.4%
LC
1042
Lavaca Capital
Texas
$1.45M -$122K -2,170 -7%
HPWM
1043
Highland Private Wealth Management
Washington
$1.44M +$1.12M +20,010 +207%
LC
1044
LCNB Corp
Ohio
$1.44M -$64K -1,140 -4%
CA
1045
CoreCap Advisors
Michigan
$1.44M -$944K -16,820 -36%
DC
1046
DeDora Capital
California
$1.43M -$78K -1,390 -4%
HWM
1047
HB Wealth Management
Georgia
$1.43M +$308K +5,480 +23%
SGCA
1048
Steel Grove Capital Advisors
Tennessee
$1.43M +$80.8K +1,440 +5%
P
1049
Pitcairn
Pennsylvania
$1.43M -$34.8K -620 -2%
TC
1050
Taika Capital
Florida
$1.42M -$1.19M -21,200 -42%

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.