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Broadcom
AVGO

Overview Fund Activity

1,713 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, 865 increasing their positions, 523 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+31
Holders Change %
+1.84%
% of All Funds
29.91%
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
865
Reduced
523
Closed
75
Calls
$2.54B
Puts
$4.1B
Net Calls
-$1.56B
Net Calls Change
-$231M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$337M
2
UBS Group
UBS Group
Switzerland
+$220M
3
N
Natixis
France
+$217M
4
Charles Schwab
Charles Schwab
California
+$212M
5
Invesco
Invesco
Georgia
+$197M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.38B
2
FP
Financial Perspectives
Minnesota
-$509M
3
GQG Partners
GQG Partners
Florida
-$371M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$349M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
GQG Partners
1226
GQG Partners
Florida
$566K -$371M -7,777,260 -100%
BWP
1227
BSW Wealth Partners
Colorado
$565K +$123K +2,580 +28%
IGGA
1228
Iron Gate Global Advisors
Utah
$561K -$6.67K -140 -1%
XS
1229
XR Securities
Illinois
$558K +$558K +11,700 New
First Manhattan
1230
First Manhattan
New York
$555K +$5.72K +120 +1%
OR
1231
Olympiad Research
Connecticut
$555K +$33.4K +700 +6%
EWM
1232
Evermay Wealth Management
Virginia
$552K +$14.3K +300 +3%
HCA
1233
Heck Capital Advisors
Wisconsin
$549K +$9.06K +190 +2%
RG
1234
Rathbones Group
United Kingdom
$548K – – –
SFA
1235
Sequoia Financial Advisors
Ohio
$547K +$88.2K +1,850 +19%
AFP
1236
Ausdal Financial Partners
Iowa
$546K +$4.76K +100 +0.9%
VFA
1237
Valeo Financial Advisors
Indiana
$545K -$2.79M -58,460 -84%
B
1238
Bailard
California
$543K -$226K -4,730 -29%
FWM
1239
Frontier Wealth Management
Missouri
$543K +$245K +5,140 +82%
SGAM
1240
Smith Group Asset Management
Texas
$539K +$9.54K +200 +2%
ST
1241
Smithfield Trust
Pennsylvania
$538K – – –
IPW
1242
Inlet Private Wealth
Florida
$536K – – –
ST
1243
Spinnaker Trust
Maine
$535K +$4.29K +90 +0.8%
C
1244
Certuity
Florida
$534K +$2.38K +50 +0.4%
VNA
1245
Valley National Advisers
Pennsylvania
$533K -$20K -420 -4%
CPA
1246
Clear Perspective Advisors
Illinois
$532K +$94.5K +1,980 +22%
JHCP
1247
Jackson Hole Capital Partners
Oklahoma
$527K +$58.1K +1,220 +12%
NVIM
1248
New Vernon Investment Management
Illinois
$525K – – –
CFSG
1249
Clark Financial Services Group
Missouri
$525K +$12.4K +260 +2%
PCS
1250
Personal CFO Solutions
New Jersey
$523K +$15.7K +330 +3%
48 49
50
51 52