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Broadcom
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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 %
PWMG
1251
Prestige Wealth Management Group
New Jersey
$517K +$479K +10,050 +1,272%
CAGAS
1252
Capital Advisory Group Advisory Services
Minnesota
$515K +$14.3K +300 +3%
SIMM
1253
Stillwater Investment Management (Minnesota)
Minnesota
$513K +$3.81K +80 +0.7%
DC
1254
Derby & Company
Massachusetts
$512K – – –
VBCG
1255
Valley Brook Capital Group
Pennsylvania
$512K +$161K +3,390 +46%
AWG
1256
Altus Wealth Group
Colorado
$511K +$1.91K +40 +0.4%
WA
1257
WBH Advisory
Maryland
$509K +$482 +10 +0.1%
CSIC
1258
Clifford Swan Investment Counsel
California
$507K -$363K -7,430 -42%
AIP
1259
Almanack Investment Partners
Pennsylvania
$507K -$1.43K -30 -0.3%
CAAS
1260
Capital Asset Advisory Services
Michigan
$506K -$5.72K -120 -1%
CWP
1261
Capital Wealth Planning
Florida
$506K +$135K +2,830 +36%
CCA
1262
Childress Capital Advisors
Texas
$503K -$101K -2,130 -17%
LWP
1263
Lumature Wealth Partners
Georgia
$503K +$47.2K +990 +10%
NP
1264
Ninepoint Partners
Ontario, Canada
$502K -$1.43K -30 -0.3%
SFG
1265
SevenBridge Financial Group
Pennsylvania
$498K +$1.91K +40 +0.4%
CC
1266
Claybrook Capital
Massachusetts
$498K +$498K +10,450 New
TWM
1267
Tradition Wealth Management
Minnesota
$497K +$20.5K +430 +4%
CNC
1268
Canandaigua National Corp
New York
$495K +$19.5K +410 +4%
FMW
1269
Farr Miller & Washington
District of Columbia
$492K – – –
PFBT
1270
Parkside Financial Bank & Trust
Missouri
$491K +$31.5K +660 +7%
HFP
1271
Holistic Financial Partners
Indiana
$490K -$477 -10 -0.1%
IHL
1272
Investment House LLC
California
$488K – – –
NHC
1273
Nicholas Hoffman & Company
Georgia
$487K +$58.2K +1,220 +14%
RIA
1274
Regal Investment Advisors
Michigan
$485K +$485K +10,180 New
NRS
1275
Neville Rodie & Shaw
New York
$484K – – –
49 50
51
52 53