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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
DLG
1151
Daniel L. Goodwin
$715K
BCA
1152
Berman Capital Advisors
Georgia
$711K +$146K +3,150 +27%
CLOS
1153
Compagnie Lombard Odier SCmA
Switzerland
$711K +$149K +3,220 +28%
SCM
1154
Seascape Capital Management
New Hampshire
$707K +$66.7K +1,440 +11%
NA
1155
Navellier & Associates
Nevada
$706K -$47.3K -1,020 -6%
OPS
1156
Orion Portfolio Solutions
Nebraska
$704K -$19.9K -430 -3%
GAAM
1157
Guinness Atkinson Asset Management
California
$704K +$38.9K +840 +6%
MFGM
1158
Marshall Financial Group (Maryland)
Maryland
$700K -$20.4K -440 -3%
Cohen & Steers
1159
Cohen & Steers
New York
$700K -$3.24K -70 -0.5%
ANTB
1160
AMG National Trust Bank
Colorado
$698K
SW
1161
StrongBox Wealth
Missouri
$698K +$29.2K +630 +5%
CWC
1162
Carolinas Wealth Consulting
North Carolina
$697K -$57.5K -1,240 -8%
CAC
1163
Core Alternative Capital
Georgia
$686K +$95.9K +2,070 +17%
WFI
1164
West Family Investments
California
$685K +$666K +14,370 New
JWCA
1165
J.W. Coons Advisors
Ohio
$684K +$108K +2,330 +19%
CBTWT
1166
Community Bank & Trust (Waco, Texas)
Texas
$681K +$38.5K +830 +6%
MG
1167
Mather Group
Illinois
$679K +$120K +2,590 +22%
AI
1168
AXS Investments
New York
$679K +$141K +3,040 +27%
BFM
1169
Boston Financial Management
Massachusetts
$676K -$9.27K -200 -1%
NB
1170
Northwest Bancshares
Pennsylvania
$675K -$1.85K -40 -0.3%
NC
1171
NewSquare Capital
Pennsylvania
$675K +$51K +1,100 +8%
OTPPB
1172
Ontario Teachers' Pension Plan Board
Ontario, Canada
$674K -$109K -2,350 -14%
HIM
1173
Hillsdale Investment Management
Ontario, Canada
$672K +$8.8K +190 +1%
PMAS
1174
PNC Managed Account Solutions
Texas
$672K +$653K +14,090 New
NL
1175
Navalign LLC
California
$669K +$120K +2,600 +23%

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.