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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
MYIA
1376
Mount Yale Investment Advisors
Colorado
$338K +$11.6K +250 +4%
AL
1377
Aspiriant LLC
California
$338K +$27.3K +590 +9%
EF
1378
Empowered Funds
Pennsylvania
$336K +$326K +7,040 New
HIM
1379
Hotaling Investment Management
Pennsylvania
$335K -$1.85K -40 -0.6%
WP
1380
WealthSource Partners
California
$334K +$17.6K +380 +6%
CA
1381
Cullinan Associates
Kentucky
$334K +$324K +7,000 New
BPB
1382
Badgley, Phelps & Bell
Washington
$333K +$5.56K +120 +2%
LA
1383
LexAurum Advisors
Kansas
$332K +$11.6K +250 +4%
FM
1384
Foster & Motley
Ohio
$332K +$323K +6,960 New
CFFP
1385
Center for Financial Planning
Michigan
$331K -$1.39K -30 -0.4%
JFA
1386
Johanson Financial Advisors
California
$330K +$54.2K +1,170 +20%
SFP
1387
Sandbox Financial Partners
Maryland
$330K +$81.1K +1,750 +34%
MSR
1388
Main Street Research
Connecticut
$328K -$9.27K -200 -3%
KA
1389
Kercheville Advisors
Texas
$327K -$11.6K -250 -4%
MMM
1390
Mendel Money Management
Illinois
$324K +$16.2K +350 +5%
FAM
1391
Formidable Asset Management
Ohio
$323K +$66.3K +1,430 +26%
WCM
1392
Wedge Capital Management
North Carolina
$321K -$84.3K -1,820 -21%
LCM
1393
LCM Capital Management
Illinois
$321K +$15.8K +340 +5%
CFA
1394
Carroll Financial Associates
North Carolina
$320K +$38.9K +840 +14%
BCA
1395
Biltmore Capital Advisors
New Jersey
$320K +$50.5K +1,090 +19%
MSU
1396
Mizuho Securities USA
New York
$319K +$310K +6,680 New
CFG
1397
Citizens Financial Group
Rhode Island
$318K -$32K -690 -9%
GSIS
1398
Global Strategic Investment Solutions
Arizona
$318K +$2.32K +50 +0.8%
HHGA
1399
Halbert Hargrove Global Advisors
California
$318K +$24.1K +520 +8%
JIC
1400
Joel Isaacson & Co
New York
$317K +$57.5K +1,240 +23%

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.