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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
CFG
1076
Citizens Financial Group
Rhode Island
$1.33M -$579K -10,310 -27%
CAC
1077
Core Alternative Capital
Georgia
$1.32M +$690K +12,300 +82%
MCC
1078
Money Concepts Capital
Florida
$1.32M -$372K -6,620 -19%
EWM
1079
Evercore Wealth Management
New York
$1.32M +$18K +320 +1%
VCWA
1080
Vanguard Capital Wealth Advisors
Colorado
$1.31M +$6.17K +110 +0.4%
GH
1081
GAM Holding
Switzerland
$1.31M +$90.4K +1,610 +6%
GPA
1082
Guerra Pan Advisors
New Jersey
$1.31M
ACS
1083
Archford Capital Strategies
Illinois
$1.31M +$48.8K +870 +3%
MW
1084
Marcum Wealth
Ohio
$1.31M +$64.5K +1,150 +4%
CBC
1085
Coombe, Bender & Co
New York
$1.3M +$1.51M +26,860 New
BA
1086
BCM Advisors
Louisiana
$1.3M +$5.61K +100 +0.4%
FFM
1087
Forum Financial Management
Illinois
$1.3M +$78.6K +1,400 +6%
LSPW
1088
Lake Street Private Wealth
Illinois
$1.3M +$108K +1,930 +8%
HAS
1089
HBW Advisory Services
California
$1.29M +$661K +11,780 +79%
FFA
1090
Founders Financial Alliance
North Carolina
$1.29M -$94.3K -1,680 -6%
RBA
1091
Richard Bernstein Advisors
New York
$1.29M
Nomura Holdings
1092
Nomura Holdings
Japan
$1.29M -$3.24M -57,780 -68%
KOCAA
1093
Knights of Columbus Asset Advisors
Connecticut
$1.28M +$131K +2,330 +10%
WFC
1094
Western Financial Corp
California
$1.27M -$87.6K -1,560 -6%
AIC
1095
Archer Investment Corporation
Indiana
$1.27M
TA
1096
Tectonic Advisors
Texas
$1.27M +$403K +7,180 +38%
PP
1097
Patten & Patten
Tennessee
$1.27M
TF
1098
Trek Financial
Arizona
$1.26M -$46K -820 -3%
ET
1099
Equitable Trust
Tennessee
$1.26M +$552K +9,830 +61%
PI
1100
Putnam Investments
Massachusetts
$1.25M -$21.3K -380 -1%

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.