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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
AC
1051
Albar Capital
United Kingdom
$1.02M +$996K +21,500 New
CST
1052
Charles Schwab Trust
Nevada
$1.02M -$14.8K -320 -1%
KWMG
1053
King Wealth Management Group
Florida
$1.02M
OPA
1054
Old Port Advisors
Maine
$1.02M +$602K +12,990 +158%
FCA
1055
FinTrust Capital Advisors
South Carolina
$1.01M -$4.63K -100 -0.5%
WSCM
1056
Wellington Shields Capital Management
New York
$1.01M
MGIA
1057
Moneta Group Investment Advisors
Missouri
$1.01M +$10.2K +220 +1%
B
1058
Barings
North Carolina
$1.01M -$105K -2,270 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
1059
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1M +$49.6K +1,070 +5%
FHA
1060
First Horizon Advisors
Tennessee
$1M -$1.85K -40 -0.2%
GCA
1061
Greenwood Capital Associates
South Carolina
$1M +$339K +7,320 +53%
ESB
1062
Essex Savings Bank
Connecticut
$998K +$95.9K +2,070 +11%
HB
1063
Homrich & Berg
Georgia
$993K +$168K +3,620 +21%
LS
1064
Leelyn Smith
Illinois
$992K -$298K -6,430 -24%
TW
1065
TrinityPoint Wealth
Connecticut
$986K +$76.9K +1,660 +9%
BU
1066
BBVA USA
Alabama
$985K +$957K +20,660 New
HIA
1067
Harbor Investment Advisory
Maryland
$984K +$3.24K +70 +0.3%
WPW
1068
Warther Private Wealth
Ohio
$978K +$965K +20,820 New
IFAM
1069
Institutional & Family Asset Management
Colorado
$976K +$101K +2,190 +12%
BAM
1070
Blueshift Asset Management
New Jersey
$968K -$3.48M -75,160 -79%
LSPW
1071
Lake Street Private Wealth
Illinois
$960K -$134K -2,890 -12%
CCG
1072
Ceeto Capital Group
Florida
$954K
ACS
1073
Archford Capital Strategies
Illinois
$954K +$162K +3,500 +21%
BP
1074
BBR Partners
New York
$953K -$60.2K -1,300 -6%
RCAG
1075
Rehmann Capital Advisory Group
Michigan
$950K +$32.4K +700 +4%

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.