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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
RWA
1276
Rainsberger Wealth Advisors
Colorado
$744K +$29.2K +520 +4%
WMA
1277
Wealth Management Associates
New Jersey
$743K -$28.1K -500 -3%
BIP
1278
Blueprint Investment Partners
North Carolina
$741K +$106K +1,880 +14%
AA
1279
AlphaMark Advisors
Kentucky
$738K +$12.3K +220 +1%
DFC
1280
DB Fitzpatrick & Co
Idaho
$738K +$143K +2,540 +20%
CBFP
1281
Cedar Brook Financial Partners
Ohio
$736K -$120K -2,130 -12%
PCG
1282
Prosperity Consulting Group
Maryland
$732K +$10.1K +180 +1%
ESCM
1283
Echo Street Capital Management
New York
$730K +$389K +6,930 +86%
HI
1284
Harbour Investments
Wisconsin
$730K +$843K +15,020 New
CCG
1285
Ceeto Capital Group
Florida
$729K
RCA
1286
Roberts Capital Advisors
Colorado
$729K
WSC
1287
Wellington Shields & Co
New York
$729K
CI
1288
Clal Insurance
Israel
$729K +$281K +5,000 +50%
MCA
1289
Millennium Capital Advisors
Arkansas
$727K +$66.8K +1,190 +9%
WFI
1290
West Family Investments
California
$727K
CFFP
1291
Center for Financial Planning
Michigan
$725K +$38.7K +690 +5%
SB
1292
Simmons Bank
Arkansas
$721K -$62.9K -1,120 -7%
NF
1293
Nikulski Financial
Iowa
$718K +$16.8K +300 +2%
CWC
1294
Carolinas Wealth Consulting
North Carolina
$717K -$16.3K -290 -2%
OCG
1295
Opus Capital Group
Ohio
$714K +$3.37K +60 +0.4%
BWP
1296
BSW Wealth Partners
Colorado
$714K +$6.74K +120 +0.8%
EWM
1297
Evermay Wealth Management
Virginia
$712K +$6.17K +110 +0.8%
WPW
1298
Waldron Private Wealth
Pennsylvania
$711K +$93.2K +1,660 +13%
MCM
1299
Manchester Capital Management
Vermont
$707K +$241K +4,300 +42%
JHCP
1300
Jackson Hole Capital Partners
Oklahoma
$705K +$20.8K +370 +3%

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.