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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
KF
1351
Krilogy Financial
Missouri
$377K +$15.3K +330 +4%
CIA
1352
Choate Investment Advisors
Massachusetts
$376K +$105K +2,260 +40%
FWM
1353
Fairhaven Wealth Management
Illinois
$375K -$15.3K -330 -4%
S
1354
SimplyRich
California
$373K +$14.8K +320 +4%
KMWM
1355
Keudell/Morrison Wealth Management
Oregon
$372K -$24.1K -520 -6%
RHBC
1356
R.H. Bluestein & Co
Michigan
$371K -$46.3K -1,000 -11%
DWA
1357
Douglass Winthrop Advisors
New York
$371K
CIC
1358
Chilton Investment Company
Connecticut
$368K +$10.2K +220 +3%
CBT
1359
Central Bank & Trust
Kentucky
$368K +$185K +4,000 +108%
ASBI
1360
American State Bank (Iowa)
Iowa
$365K +$38.5K +830 +12%
SCS
1361
Syquant Capital SAS
France
$362K +$352K +7,600 New
BCM
1362
Beck Capital Management
Texas
$359K -$52.8K -1,140 -13%
BWP
1363
Baldwin Wealth Partners
Massachusetts
$359K +$6.49K +140 +2%
KFP
1364
KMG Fiduciary Partners
Ohio
$357K +$111K +2,390 +47%
CFS
1365
Capital Financial Services
New York
$355K
MA
1366
MUFG Americas
New York
$355K +$6.49K +140 +2%
AGA
1367
Accuvest Global Advisors
Utah
$355K +$81.1K +1,750 +31%
GIA
1368
Gladstone Institutional Advisory
Florida
$354K +$129K +2,780 +60%
BL
1369
Balentine LLC
Georgia
$350K -$155K -3,350 -31%
CA
1370
Calton & Associates
Florida
$350K +$24.6K +530 +8%
SIG
1371
Sargent Investment Group
Maryland
$349K -$7.41K -160 -2%
TFCP
1372
Twin Focus Capital Partners
Massachusetts
$348K +$338K +7,290 New
NSEDCP
1373
NJ State Employees Deferred Compensation Plan
New Jersey
$347K
GP
1374
Girard Partners
Pennsylvania
$343K -$45.4K -980 -12%
CIC
1375
Chase Investment Counsel
Virginia
$338K +$7.41K +160 +2%

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.