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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
LFF
1101
Level Four Financial
Texas
$880K +$16.2K +350 +2%
MCG
1102
MACRO Consulting Group
New Jersey
$878K
KFI
1103
Key Financial Inc
Pennsylvania
$877K -$48.7K -1,050 -5%
OCG
1104
Opus Capital Group
Ohio
$876K -$76K -1,640 -8%
22CM
1105
20/20 Capital Management
California
$865K +$20.9K +450 +3%
BFA
1106
Beaumont Financial Advisors
Massachusetts
$862K +$12.5K +270 +2%
CA
1107
Clearstead Advisors
Ohio
$860K +$108K +2,320 +15%
LAM
1108
L2 Asset Management
Massachusetts
$860K +$836K +18,040 New
RMDI
1109
R.M. Davis Inc
Maine
$854K -$46.3K -1,000 -5%
OA
1110
Oxbow Advisors
Texas
$854K +$78.8K +1,700 +10%
SW
1111
SlateStone Wealth
Florida
$851K -$5.1K -110 -0.6%
SF
1112
Symphony Financial
Texas
$849K -$195K -4,210 -19%
TCM
1113
Tributary Capital Management
Nebraska
$846K -$30.1K -650 -4%
QCM
1114
Quest Capital Management
Texas
$838K +$19K +410 +2%
FHC
1115
First Heartland Consultants
Missouri
$838K +$534K +11,520 +190%
CMO
1116
Covenant Multifamily Offices
Texas
$834K -$57K -1,230 -7%
IIA
1117
IPG Investment Advisors
California
$830K -$32.4K -700 -4%
CFA
1118
Camarda Financial Advisors
Florida
$825K -$5.56K -120 -0.7%
DA
1119
Doliver Advisors
Texas
$825K +$127K +2,750 +19%
PI
1120
Putnam Investments
Massachusetts
$820K
VFPI
1121
Vantage Financial Partners (Illinois)
Illinois
$818K +$102K +2,200 +15%
AWA
1122
Arkadios Wealth Advisors
Georgia
$813K +$493K +10,650 +166%
CA
1123
Claro Advisors
Massachusetts
$807K +$8.8K +190 +1%
MP
1124
McDonald Partners
Ohio
$803K +$46.3K +1,000 +6%
NNP
1125
Nachman Norwood & Parrott
South Carolina
$799K -$12K -260 -2%

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.