AVGO icon

Broadcom
AVGO

Overview Fund Activity

1,713 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, 865 increasing their positions, 523 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+31
Holders Change %
+1.84%
% of All Funds
29.91%
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
865
Reduced
523
Closed
75
Calls
$2.54B
Puts
$4.1B
Net Calls
-$1.56B
Net Calls Change
-$231M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$337M
2
UBS Group
UBS Group
Switzerland
+$220M
3
N
Natixis
France
+$217M
4
Charles Schwab
Charles Schwab
California
+$212M
5
Invesco
Invesco
Georgia
+$197M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.38B
2
FP
Financial Perspectives
Minnesota
-$509M
3
GQG Partners
GQG Partners
Florida
-$371M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$349M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
1076
Wealthcare Advisory Partners
Pennsylvania
$933K +$30K +630 +3%
MWM
1077
Mission Wealth Management
California
$932K +$18.6K +390 +2%
FWM
1078
Foresight Wealth Management
Utah
$931K +$145K +3,050 +19%
SMH
1079
Sanders Morris Harris
Texas
$930K -$51.6K -1,090 -5%
MPPLM
1080
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$926K +$98.7K +2,070 +12%
CAG
1081
Csenge Advisory Group
Florida
$925K +$86K +1,830 +10%
ET
1082
Equitable Trust
Tennessee
$920K +$98.7K +2,070 +12%
YWP
1083
YorkBridge Wealth Partners
New York
$913K +$104K +2,180 +13%
MSA
1084
Marino Stram & Associates
Massachusetts
$913K +$913K +19,150 New
WMA
1085
Wealth Management Associates
New Jersey
$911K +$256K +5,360 +39%
PAMP
1086
Polar Asset Management Partners
Ontario, Canada
$910K +$910K +19,090 New
EIM
1087
Essex Investment Management
Massachusetts
$909K – – –
CPR
1088
CSU Producer Resources
Ohio
$906K – – –
CFS
1089
CRA Financial Services
New Jersey
$900K – – –
SFO
1090
Standard Family Office
South Dakota
$900K – – –
OSIA
1091
O'Shares Investment Advisers
Massachusetts
$896K +$22.9K +480 +3%
EGA
1092
E&G Advisors
Texas
$892K -$867K -18,700 Closed
WBC
1093
West Branch Capital
Massachusetts
$890K +$92.5K +1,940 +12%
LFF
1094
Level Four Financial
Texas
$880K +$16.7K +350 +2%
MCG
1095
MACRO Consulting Group
New Jersey
$878K – – –
KFI
1096
Key Financial Inc
Pennsylvania
$877K -$51K -1,050 -5%
OCG
1097
Opus Capital Group
Ohio
$876K -$78.2K -1,640 -8%
22CM
1098
20/20 Capital Management
California
$865K +$21.5K +450 +3%
BFA
1099
Beaumont Financial Advisors
Massachusetts
$862K +$12.9K +270 +2%
CA
1100
Clearstead Advisors
Ohio
$860K +$111K +2,320 +15%
42 43
44
45 46