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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
TAM
1301
Townsend Asset Management
North Carolina
$468K +$125K +2,700 +38%
ICG
1302
InterOcean Capital Group
Tennessee
$463K +$23.2K +500 +5%
VWA
1303
V Wealth Advisors
Kansas
$463K +$450K +9,710 New
IA
1304
Insight Advisors
Pennsylvania
$461K -$2.78K -60 -0.6%
MA
1305
MONECO Advisors
Connecticut
$459K +$50.5K +1,090 +13%
HPWM
1306
Highland Private Wealth Management
Washington
$457K -$927 -20 -0.2%
CHAM
1307
Clear Harbor Asset Management
Connecticut
$456K -$22.7K -490 -5%
II
1308
Inspire Investing
Idaho
$455K +$25.9K +560 +6%
SCA
1309
Stonebridge Capital Advisors
Minnesota
$451K +$226K +4,870 +103%
SHA
1310
Seneca House Advisors
Virginia
$446K +$88K +1,900 +26%
CP
1311
Camelot Portfolios
Ohio
$445K -$743K -16,040 -63%
SIM
1312
SSI Investment Management
California
$444K -$2.78K -60 -0.6%
WPW
1313
Waldron Private Wealth
Pennsylvania
$444K +$23.2K +500 +6%
MIP
1314
Marietta Investment Partners
Wisconsin
$443K -$6.49K -140 -1%
RWA
1315
Ropes Wealth Advisors
Massachusetts
$443K
KPCM
1316
Kings Point Capital Management
New York
$443K +$13K +280 +3%
CFGS
1317
Concourse Financial Group Securities
Alabama
$442K +$120K +2,600 +39%
EWM
1318
EPG Wealth Management
Georgia
$440K +$79.7K +1,720 +23%
SNT
1319
Security National Trust
West Virginia
$439K
IIC
1320
Integrated Investment Consultants
Michigan
$436K +$36.1K +780 +9%
JF
1321
Jump Financial
Illinois
$435K -$632K -13,640 -60%
GCA
1322
Gradient Capital Advisors
California
$435K +$8.8K +190 +2%
CWA
1323
Canvas Wealth Advisors
Kansas
$432K +$68.6K +1,480 +20%
AWC
1324
Abundance Wealth Counselors
Pennsylvania
$432K +$247K +5,320 +142%
WIM
1325
Westside Investment Management
California
$430K

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.