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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
OA
1151
Oxbow Advisors
Texas
$1.09M +$23K +410 +2%
PRC
1152
Pearl River Capital
Michigan
$1.09M +$823K +14,660 +188%
CIM
1153
CIM Investment Management
Pennsylvania
$1.09M -$6.17K -110 -0.5%
DCM
1154
Davidson Capital Management
Texas
$1.09M
FIM
1155
Freedom Investment Management
Connecticut
$1.09M +$236K +4,210 +23%
WPW
1156
Warther Private Wealth
Ohio
$1.08M -$67.4K -1,200 -5%
MPPLM
1157
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M +$55K +980 +5%
BWM
1158
BNC Wealth Management
Oregon
$1.08M +$211K +3,760 +20%
BOPW
1159
Brandywine Oak Private Wealth
Pennsylvania
$1.08M
LAIC
1160
Lederer & Associates Investment Counsel
California
$1.08M -$210K -3,750 -14%
FM
1161
Foster & Motley
Ohio
$1.07M +$744K +13,250 +150%
RCG
1162
Resource Consulting Group
Florida
$1.06M
PA
1163
Probity Advisors
Texas
$1.06M +$84.8K +1,510 +7%
PWA
1164
Providence Wealth Advisors
Illinois
$1.06M +$107K +1,910 +10%
PMA
1165
Prudent Man Advisors
Illinois
$1.06M -$415K -7,400 -25%
CT
1166
Caldwell Trust
Florida
$1.06M
PWMAG
1167
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M -$828K -14,750 -40%
MFA
1168
Mayflower Financial Advisors
Massachusetts
$1.05M +$16.8K +300 +1%
OHWP
1169
Oak Harbor Wealth Partners
North Carolina
$1.05M +$403K +7,180 +50%
P8IP
1170
Pier 88 Investment Partners
California
$1.05M +$707K +12,600 +140%
OIA
1171
Optimum Investment Advisors
Illinois
$1.04M
HSA
1172
HBK Sorce Advisory
Pennsylvania
$1.04M -$109K -1,950 -8%
SC
1173
Savant Capital
Illinois
$1.04M +$231K +4,110 +24%
4WM
1174
44 Wealth Management
Oregon
$1.03M +$66.2K +1,180 +6%
LWM
1175
Laidlaw Wealth Management
New York
$1.03M +$3.93K +70 +0.3%

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.