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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
BMA
1401
Brooks Moore & Associates
Tennessee
$317K +$62.6K +1,350 +25%
AWM
1402
Accurate Wealth Management
Florida
$317K +$308K +6,640 New
RWMH
1403
Riverpoint Wealth Management Holdings
Illinois
$316K +$307K +6,620 New
SDWMA
1404
Schneider Downs Wealth Management Advisors
Pennsylvania
$314K +$3.71K +80 +1%
IWA
1405
Intercontinental Wealth Advisors
Texas
$314K +$8.8K +190 +3%
IMA
1406
Investment Management Associates
Colorado
$313K
IBOK
1407
Independence Bank of Kentucky
Kentucky
$312K
MCM
1408
Manchester Capital Management
Vermont
$312K +$3.24K +70 +1%
WTB
1409
Washington Trust Bank
Washington
$312K +$37.1K +800 +14%
FG
1410
Fiduciary Group
Georgia
$311K +$10.7K +230 +4%
AAP
1411
Arax Advisory Partners
Colorado
$311K +$302K +6,510 New
MFW
1412
Meristem Family Wealth
Minnesota
$308K +$299K +6,450 New
PFWA
1413
Paces Ferry Wealth Advisors
Georgia
$307K +$25.5K +550 +9%
RCG
1414
Rock Creek Group
District of Columbia
$305K +$283K +6,100 +2,103%
IA
1415
Inspire Advisors
Idaho
$305K +$297K +6,400 New
FSA
1416
Fort Sheridan Advisors
Illinois
$303K +$8.8K +190 +3%
DCM
1417
Driehaus Capital Management
Illinois
$302K +$8.8K +190 +3%
AIM
1418
Anchor Investment Management
South Carolina
$301K +$167K +3,600 +133%
BHWM
1419
Bar Harbor Wealth Management
New Hampshire
$300K
SFA
1420
Source Financial Advisors
New York
$300K +$18.1K +390 +7%
GPA
1421
Guidance Point Advisors
Massachusetts
$297K +$2.32K +50 +0.8%
IAP
1422
Indie Asset Partners
Indiana
$297K +$3.71K +80 +1%
CBN
1423
Cadence Bank NA
Texas
$294K +$21.8K +470 +8%
BMWM
1424
Brown Miller Wealth Management
Virginia
$293K +$463 +10 +0.2%
PA
1425
Procyon Advisors
Connecticut
$293K +$69K +1,490 +32%

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.