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Broadcom
AVGO

Overview Fund Activity

1,713 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, 865 increasing their positions, 523 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+31
Holders Change %
+1.84%
% of All Funds
29.91%
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
865
Reduced
523
Closed
75
Calls
$2.54B
Puts
$4.1B
Net Calls
-$1.56B
Net Calls Change
-$231M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$337M
2
UBS Group
UBS Group
Switzerland
+$220M
3
N
Natixis
France
+$217M
4
Charles Schwab
Charles Schwab
California
+$212M
5
Invesco
Invesco
Georgia
+$197M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.38B
2
FP
Financial Perspectives
Minnesota
-$509M
3
GQG Partners
GQG Partners
Florida
-$371M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$349M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
1376
Center for Financial Planning
Michigan
$331K -$1.43K -30 -0.4%
JFA
1377
Johanson Financial Advisors
California
$330K +$55.8K +1,170 +20%
SFP
1378
Sandbox Financial Partners
Maryland
$330K +$83.5K +1,750 +34%
MSR
1379
Main Street Research
Connecticut
$328K -$9.54K -200 -3%
KA
1380
Kercheville Advisors
Texas
$327K -$11.9K -250 -4%
MMM
1381
Mendel Money Management
Illinois
$324K +$16.7K +350 +5%
FAM
1382
Formidable Asset Management
Ohio
$323K +$67.3K +1,430 +26%
WCM
1383
Wedge Capital Management
North Carolina
$321K -$86.7K -1,820 -21%
LCM
1384
LCM Capital Management
Illinois
$321K +$16.2K +340 +5%
CFA
1385
Carroll Financial Associates
North Carolina
$320K +$39.9K +840 +14%
BCA
1386
Biltmore Capital Advisors
New Jersey
$320K +$52.1K +1,090 +19%
MSU
1387
Mizuho Securities USA
New York
$319K +$319K +6,680 New
CFG
1388
Citizens Financial Group
Rhode Island
$318K -$32.9K -690 -9%
GSIS
1389
Global Strategic Investment Solutions
Arizona
$318K +$2.39K +50 +0.8%
HHGA
1390
Halbert Hargrove Global Advisors
California
$318K +$24.8K +520 +8%
JIC
1391
Joel Isaacson & Co
New York
$317K +$59K +1,240 +23%
BMA
1392
Brooks Moore & Associates
Tennessee
$317K +$64.4K +1,350 +25%
AWM
1393
Accurate Wealth Management
Florida
$317K +$317K +6,640 New
RWMH
1394
Riverpoint Wealth Management Holdings
Illinois
$316K +$316K +6,620 New
SDWMA
1395
Schneider Downs Wealth Management Advisors
Pennsylvania
$314K +$3.81K +80 +1%
IWA
1396
Intercontinental Wealth Advisors
Texas
$314K +$9.07K +190 +3%
IMA
1397
Investment Management Associates
Colorado
$313K – – –
IBOK
1398
Independence Bank of Kentucky
Kentucky
$312K – – –
MCM
1399
Manchester Capital Management
Vermont
$312K +$3.33K +70 +1%
WTB
1400
Washington Trust Bank
Washington
$312K +$38.2K +800 +14%
54 55
56
57 58