We are live on ! Find out more
AVGO icon

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
PFA
1326
Peak Financial Advisors
Colorado
$429K -$13.4K -290 -3%
CPC
1327
Consolidated Planning Corp
Georgia
$419K -$4.17K -90 -1%
DLA
1328
Douglas Lane & Associates
New York
$418K +$16.2K +350 +4%
CSPIA
1329
Cary Street Partners Investment Advisory
Virginia
$417K -$38K -820 -9%
RTC
1330
Riverview Trust Company
Washington
$416K -$5.56K -120 -1%
GA
1331
GoalVest Advisory
New York
$413K +$401K +8,660 New
HIS
1332
Harvest Investment Services
Illinois
$413K +$402K +8,670 New
LWMM
1333
Legacy Wealth Management (Mississippi)
Mississippi
$407K
CPC
1334
Cookson Peirce & Co
Pennsylvania
$406K +$102K +2,200 +35%
CPW
1335
Catalyst Private Wealth
California
$405K -$53.3K -1,150 -12%
AA
1336
Apriem Advisors
California
$401K -$2.78K -60 -0.7%
PBO
1337
Peoples Bank (Ohio)
Ohio
$401K +$125K +2,690 +47%
MFG
1338
Magnus Financial Group
New York
$400K +$30.1K +650 +8%
MFG
1339
Menard Financial Group
Texas
$398K +$59.3K +1,280 +18%
PPW
1340
Parcion Private Wealth
Washington
$388K
ATPW
1341
Ashton Thomas Private Wealth
Arizona
$388K +$13.9K +300 +4%
CCM
1342
Carlson Capital Management
Minnesota
$387K +$4.17K +90 +1%
FWM
1343
FFT Wealth Management
Pennsylvania
$387K +$376K +8,120 New
FA
1344
Fermata Advisors
California
$386K +$122K +2,640 +49%
OWA
1345
Octavia Wealth Advisors
Ohio
$384K +$172K +3,710 +85%
MCP
1346
Mirador Capital Partners
California
$382K +$18.5K +400 +5%
AWAP
1347
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$382K +$93.6K +2,020 +34%
VW
1348
Vantage Wealth
California
$381K
SIC
1349
Sigma Investment Counselors
Michigan
$381K +$17.6K +380 +5%
GWSG
1350
GPS Wealth Strategies Group
Colorado
$380K +$32.4K +700 +10%

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.