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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 %
PWA
1126
Providence Wealth Advisors
Illinois
$780K +$26K +550 +3%
ICM
1127
IMS Capital Management
Oregon
$777K -$229K -4,800 -23%
SB
1128
Simmons Bank
Arkansas
$774K +$59.6K +1,250 +8%
JAG
1129
Journey Advisory Group
Kentucky
$773K +$113K +2,380 +17%
CWP
1130
Concord Wealth Partners
Virginia
$760K +$105K +2,210 +16%
AP
1131
Americana Partners
Texas
$752K +$285K +6,360 +61%
CCC
1132
Crescent Capital Consulting
Louisiana
$749K -$21K -440 -3%
QI
1133
Qtron Investments
Massachusetts
$745K -$1.06M -22,260 -59%
BTW
1134
Boston Trust Walden
Massachusetts
$740K – – –
CBFP
1135
Cedar Brook Financial Partners
Ohio
$740K +$37.6K +790 +5%
CAN
1136
Claraphi Advisory Network
United States
$738K -$276K -5,790 -27%
PFS
1137
Physicians Financial Services
North Carolina
$736K +$417K +8,740 +130%
NFG
1138
Nations Financial Group
Iowa
$731K +$4.29K +90 +0.6%
OIA
1139
OneDigital Investment Advisors
Kansas
$731K +$52.5K +1,100 +8%
GW
1140
GW & Wade
Massachusetts
$730K +$119K +2,500 +20%
EFS
1141
Essex Financial Services
Connecticut
$729K – – –
OC
1142
Oakworth Capital
Alabama
$722K +$11K +230 +2%
TCOV
1143
Trust Company of Vermont
Vermont
$716K +$497K +10,410 +226%
DLG
1144
Daniel L. Goodwin
$715K – – –
BCA
1145
Berman Capital Advisors
Georgia
$711K +$150K +3,150 +27%
CLOS
1146
Compagnie Lombard Odier SCmA
Switzerland
$711K +$153K +3,220 +28%
SCM
1147
Seascape Capital Management
New Hampshire
$707K +$68.7K +1,440 +11%
NA
1148
Navellier & Associates
Nevada
$706K -$48.6K -1,020 -6%
OPS
1149
Orion Portfolio Solutions
Nebraska
$704K -$20.5K -430 -3%
GAAM
1150
Guinness Atkinson Asset Management
California
$704K +$40K +840 +6%
44 45
46
47 48