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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
RMCM
1126
Reynders McVeigh Capital Management
Massachusetts
$799K -$2.78K -60 -0.4%
LGA
1127
Lebenthal Global Advisors
New York
$799K +$91.3K +1,970 +13%
CCB
1128
Cutter & Co Brokerage
Missouri
$797K -$17.6K -380 -2%
NME
1129
Notis-McConarty Edward
$787K
PWPS
1130
Pinnacle Wealth Planning Services
Ohio
$786K +$5.1K +110 +0.7%
HAS
1131
HBW Advisory Services
California
$783K -$3.63M -78,350 -83%
BDF
1132
Balasa Dinverno & Foltz
$783K +$21.8K +470 +3%
PWA
1133
Providence Wealth Advisors
Illinois
$780K +$25.5K +550 +3%
ICM
1134
IMS Capital Management
Oregon
$777K -$222K -4,800 -23%
SB
1135
Simmons Bank
Arkansas
$774K +$57.9K +1,250 +8%
JAG
1136
Journey Advisory Group
Kentucky
$773K +$110K +2,380 +17%
CWP
1137
Concord Wealth Partners
Virginia
$760K +$102K +2,210 +16%
AP
1138
Americana Partners
Texas
$752K +$295K +6,360 +61%
CCC
1139
Crescent Capital Consulting
Louisiana
$749K -$20.4K -440 -3%
QI
1140
Qtron Investments
Massachusetts
$745K -$1.03M -22,260 -59%
BTW
1141
Boston Trust Walden
Massachusetts
$740K
CBFP
1142
Cedar Brook Financial Partners
Ohio
$740K +$36.6K +790 +5%
CAN
1143
Claraphi Advisory Network
United States
$738K -$268K -5,790 -27%
PFS
1144
Physicians Financial Services
North Carolina
$736K +$405K +8,740 +130%
NFG
1145
Nations Financial Group
Iowa
$731K +$4.17K +90 +0.6%
OIA
1146
OneDigital Investment Advisors
Kansas
$731K +$51K +1,100 +8%
GW
1147
GW & Wade
Massachusetts
$730K +$116K +2,500 +20%
EFS
1148
Essex Financial Services
Connecticut
$729K
OC
1149
Oakworth Capital
Alabama
$722K +$10.7K +230 +2%
TCOV
1150
Trust Company of Vermont
Vermont
$716K +$482K +10,410 +226%

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.