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Broadcom
AVGO

Overview Fund Activity

1,987 hedge funds and large institutions have $157B invested in Broadcom in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 907 increasing their positions, 723 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
-61
Holders Change %
-2.98%
% of All Funds
33.6%
Holding in Top 10
103
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-35.63%
% of All Funds
1.74%
New
139
Increased
907
Reduced
723
Closed
163
Calls
$2.61B
Puts
$3.45B
Net Calls
-$846M
Net Calls Change
+$1.79B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$739M
2
BlackRock
BlackRock
New York
+$386M
3
Charles Schwab
Charles Schwab
California
+$327M
4
Bank of America
Bank of America
North Carolina
+$240M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$227M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$965M
2
Capital World Investors
Capital World Investors
California
-$890M
3
Capital International Investors
Capital International Investors
California
-$334M
4
State Street
State Street
Massachusetts
-$274M
5
Goldman Sachs
Goldman Sachs
New York
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1326
Kayne Anderson Rudnick Investment Management
California
$653K – – –
NIP
1327
Nicholas Investment Partners
California
$653K +$653K +13,440 New
LWM
1328
Lyell Wealth Management
California
$652K +$1.94K +40 +0.3%
FCM
1329
Fourpath Capital Management
Oklahoma
$650K -$62.1K -1,280 -9%
BCP
1330
Berkeley Capital Partners
Georgia
$649K +$109K +2,250 +20%
SFWA
1331
Summit Financial Wealth Advisors
Louisiana
$648K +$49.3K +960 +8%
MM
1332
MQS Management
New York
$644K +$644K +13,260 New
CRCM
1333
Corbett Road Capital Management
Virginia
$643K +$643K +13,230 New
NA
1334
Navellier & Associates
Nevada
$638K +$11.2K +230 +2%
EWM
1335
EPG Wealth Management
Georgia
$637K +$42.8K +880 +7%
FWA
1336
FSM Wealth Advisors
Ohio
$635K +$635K +11,630 New
ZF
1337
Zhang Financial
Michigan
$634K -$31.6K -650 -5%
RIA
1338
Realta Investment Advisors
Delaware
$633K -$21K -440 -3%
BFO
1339
Biltmore Family Office
North Carolina
$628K – – –
PCP
1340
Proficio Capital Partners
Massachusetts
$626K +$22.8K +470 +4%
MAM
1341
Montchanin Asset Management
Delaware
$622K +$622K +12,800 New
LCM
1342
Laurion Capital Management
New York
$622K +$622K +12,810 New
PP
1343
Patron Partners
Texas
$621K +$10.2K +210 +2%
CAM
1344
CenterStar Asset Management
Illinois
$616K – – –
GWSG
1345
GPS Wealth Strategies Group
Colorado
$616K +$29.7K +610 +5%
VEA
1346
Virtus ETF Advisers
New York
$616K +$616K +12,670 New
WH
1347
Willner & Heller
California
$614K +$9.22K +190 +2%
RPWA
1348
Regent Peak Wealth Advisors
Georgia
$614K +$18K +370 +3%
RMAM
1349
Raab & Moskowitz Asset Management
New Jersey
$612K +$67K +1,380 +12%
DWM
1350
Defined Wealth Management
Oregon
$611K – – –
52 53
54
55 56