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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
ST
1251
Spinnaker Trust
Maine
$535K +$4.17K +90 +0.8%
C
1252
Certuity
Florida
$534K +$2.32K +50 +0.4%
VNA
1253
Valley National Advisers
Pennsylvania
$533K -$19.5K -420 -4%
CPA
1254
Clear Perspective Advisors
Illinois
$532K +$91.7K +1,980 +22%
JHCP
1255
Jackson Hole Capital Partners
Oklahoma
$527K +$56.5K +1,220 +12%
NVIM
1256
New Vernon Investment Management
Illinois
$525K
CFSG
1257
Clark Financial Services Group
Missouri
$525K +$12K +260 +2%
PCS
1258
Personal CFO Solutions
New Jersey
$523K +$15.3K +330 +3%
PWMG
1259
Prestige Wealth Management Group
New Jersey
$517K +$466K +10,050 +1,272%
CAGAS
1260
Capital Advisory Group Advisory Services
Minnesota
$515K +$13.9K +300 +3%
SIMM
1261
Stillwater Investment Management (Minnesota)
Minnesota
$513K +$3.71K +80 +0.7%
DC
1262
Derby & Company
Massachusetts
$512K
VBCG
1263
Valley Brook Capital Group
Pennsylvania
$512K +$157K +3,390 +46%
AWG
1264
Altus Wealth Group
Colorado
$511K +$1.85K +40 +0.4%
WA
1265
WBH Advisory
Maryland
$509K +$463 +10 +0.1%
CSIC
1266
Clifford Swan Investment Counsel
California
$507K -$344K -7,430 -42%
AIP
1267
Almanack Investment Partners
Pennsylvania
$507K -$1.39K -30 -0.3%
CAAS
1268
Capital Asset Advisory Services
Michigan
$506K -$5.56K -120 -1%
CWP
1269
Capital Wealth Planning
Florida
$506K +$131K +2,830 +36%
CCA
1270
Childress Capital Advisors
Texas
$503K -$98.7K -2,130 -17%
LWP
1271
Lumature Wealth Partners
Georgia
$503K +$45.9K +990 +10%
NP
1272
Ninepoint Partners
Ontario, Canada
$502K -$1.39K -30 -0.3%
SFG
1273
SevenBridge Financial Group
Pennsylvania
$498K +$1.85K +40 +0.4%
CC
1274
Claybrook Capital
Massachusetts
$498K +$484K +10,450 New
TWM
1275
Tradition Wealth Management
Minnesota
$497K +$19.9K +430 +4%

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.