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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
FCM
1201
Fortis Capital Management
Washington
$625K +$195K +4,210 +47%
RMAM
1202
Raab & Moskowitz Asset Management
New Jersey
$623K
HAIM
1203
Hunter Associates Investment Management
Pennsylvania
$620K -$1.99M -43,050 -77%
HFM
1204
Hartford Financial Management
Connecticut
$620K
WSC
1205
Wellington Shields & Co
New York
$620K
CCIA
1206
Campbell & Co Investment Adviser
Maryland
$620K +$602K +13,000 New
BAMF
1207
BI Asset Management Fondsmaeglerselskab
Denmark
$618K -$974K -21,020 -62%
EN1L
1208
Engine No 1 LLC
California
$617K +$600K +12,940 New
BFO
1209
Biltmore Family Office
North Carolina
$616K +$51K +1,100 +9%
BP
1210
Ballentine Partners
Massachusetts
$611K -$17.1K -370 -3%
DMBA
1211
Deseret Mutual Benefit Administrators
Utah
$607K +$589K +12,720 New
PCP
1212
Proficio Capital Partners
Massachusetts
$603K -$35.7K -770 -6%
CA
1213
Cornerstone Advisory
Maryland
$603K +$20.4K +440 +4%
SC
1214
Savant Capital
Illinois
$601K +$11.1K +240 +2%
DWM
1215
Defined Wealth Management
Oregon
$600K
SFWA
1216
Summit Financial Wealth Advisors
Louisiana
$598K -$8.23M -177,570 -93%
RPWA
1217
Regent Peak Wealth Advisors
Georgia
$598K -$36.1K -780 -6%
GHAM
1218
Gilman Hill Asset Management
Connecticut
$598K -$33.4K -720 -5%
CFG
1219
Cooper Financial Group
California
$595K +$20.4K +440 +4%
AC
1220
Avestar Capital
New York
$593K -$94.5K -2,040 -14%
TCM
1221
Traynor Capital Management
Pennsylvania
$589K -$39.8K -860 -6%
MCCP
1222
Mission Creek Capital Partners
California
$589K +$4.17K +90 +0.7%
PFGIA
1223
Patriot Financial Group Insurance Agency
Massachusetts
$587K -$6.95K -150 -1%
FMT
1224
First Mercantile Trust
Tennessee
$586K -$64.9K -1,400 -10%
GA
1225
Geller Advisors
New York
$585K -$927 -20 -0.2%

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.