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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
SCP
1176
Stamos Capital Partners
California
$1.02M +$323K +5,750 +38%
Verition Fund Management
1177
Verition Fund Management
Connecticut
$1.02M -$7.54M -134,350 -86%
LWCFA
1178
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.02M +$46K +820 +4%
TFA
1179
Transamerica Financial Advisors
Florida
$1.02M +$1.18M +20,960 +104,800%
RMDI
1180
R.M. Davis Inc
Maine
$1.02M -$35.4K -630 -3%
CBTWT
1181
Community Bank & Trust (Waco, Texas)
Texas
$1.01M +$12.3K +220 +1%
SAM
1182
Sabadell Asset Management
Spain
$1.01M -$121K -2,160 -9%
BPCA
1183
Bank Pictet & Cie (Asia)
Singapore
$1.01M -$221K -3,940 -16%
TMWM
1184
Taylor & Morgan Wealth Management
Michigan
$1.01M +$19.6K +350 +2%
MWM
1185
Mission Wealth Management
California
$1M +$36.5K +650 +3%
DA
1186
DCM Advisors
New York
$997K -$1.18M -21,090 -51%
RCAG
1187
Rehmann Capital Advisory Group
Michigan
$993K -$26.9K -480 -2%
FWM
1188
Foresight Wealth Management
Utah
$986K +$74.7K +1,330 +7%
WP
1189
Waycross Partners
Kentucky
$984K
Grantham, Mayo, Van Otterloo & Co (GMO)
1190
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$981K -$112K -2,000 -9%
NW
1191
Naviter Wealth
Arkansas
$981K +$1.13M +20,200 New
OIM
1192
Orca Investment Management
Oregon
$979K -$28.6K -510 -2%
GAA
1193
Green Alpha Advisors
Colorado
$978K +$602K +10,730 +114%
SIA
1194
Schechter Investment Advisors
Michigan
$977K -$216K -3,850 -16%
LFM
1195
Lumina Fund Management
New York
$972K
EGA
1196
E&G Advisors
Texas
$972K +$101K +1,800 +10%
SFA
1197
Sequoia Financial Advisors
Ohio
$970K -$177K -3,160 -14%
ACI
1198
Alpha Cubed Investments
California
$960K +$19.6K +350 +2%
CFS
1199
CRA Financial Services
New Jersey
$959K +$6.17K +110 +0.6%
YWP
1200
YorkBridge Wealth Partners
New York
$957K +$66.2K +1,180 +6%

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.