We are live on ! Find out more
AVGO icon

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
TVAMP
1201
Tennessee Valley Asset Management Partners
Tennessee
$954K +$212K +3,780 +24%
LOAMS
1202
Lombard Odier Asset Management (Switzerland)
Switzerland
$950K +$1.1M +19,560 New
BP
1203
Ballentine Partners
Massachusetts
$945K +$135K +2,410 +14%
SMH
1204
Sanders Morris Harris
Texas
$938K
RPCONE
1205
Retirement Planning Company of New England
Rhode Island
$934K +$140K +2,500 +15%
WFG
1206
Wills Financial Group
Virginia
$932K +$97.7K +1,740 +10%
KFI
1207
Key Financial Inc
Pennsylvania
$929K
LA
1208
Lifeworks Advisors
Michigan
$927K -$90.9K -1,620 -8%
5L
1209
55I LLC
Massachusetts
$926K -$671K -11,950 -39%
PAM
1210
Paradigm Asset Management
New York
$923K +$1.07M +19,000 New
CPR
1211
CSU Producer Resources
Ohio
$923K
SA
1212
SRN Advisors
Pennsylvania
$921K -$177K -3,160 -14%
HIM
1213
Harbour Investment Management
Washington
$911K -$33.7K -600 -3%
MMM
1214
Mendel Money Management
Illinois
$909K -$56.1K -1,000 -5%
AC
1215
Abbrea Capital
California
$904K +$8.42K +150 +0.8%
KLC
1216
Knowledge Leaders Capital
Colorado
$902K +$22.5K +400 +2%
GCA
1217
Greenwood Capital Associates
South Carolina
$902K +$929K +16,560 +828%
AC
1218
Apogem Capital
New York
$901K +$1.04M +18,550 New
SCM
1219
Seascape Capital Management
New Hampshire
$900K +$5.05K +90 +0.5%
SSA
1220
South Street Advisors
New York
$896K +$1.04M +18,440 New
LRWA
1221
Long Run Wealth Advisors
New York
$883K -$21.3K -380 -2%
MFG
1222
Magnus Financial Group
New York
$881K +$292K +5,210 +40%
MTC
1223
Matrix Trust Company
Colorado
$881K +$608K +10,840 +148%
FCM
1224
Fortis Capital Management
Washington
$880K -$6.17K -110 -0.6%
CA
1225
CGN Advisors
Kansas
$879K +$1.02M +18,100 New

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.