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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 %
MWPCG
1426
Measured Wealth Private Client Group
New Hampshire
$279K – – –
GFP
1427
Gryphon Financial Partners
Ohio
$279K +$31.7K +690 +13%
CI
1428
CX Institutional
Indiana
$278K +$21.5K +450 +8%
WDC
1429
Woodward Diversified Capital
California
$276K -$953 -20 -0.3%
JIP
1430
Jaffetilchin Investment Partners
Florida
$274K +$274K +5,740 New
MCM
1431
Monument Capital Management
Virginia
$274K +$274K +5,750 New
CWM
1432
Centric Wealth Management
Illinois
$273K -$11K -230 -4%
PL
1433
Parthenon LLC
Kentucky
$271K +$271K +5,690 New
SCM
1434
Silvant Capital Management
Georgia
$270K – – –
FQ
1435
First Quadrant
California
$269K -$30.5K -640 -10%
YMRC
1436
Yorktown Management & Research Company
Virginia
$269K – – –
WB
1437
Webster Bank
Connecticut
$268K -$665K -13,920 -71%
IIM
1438
Ipswich Investment Management
Massachusetts
$268K +$478 +10 +0.2%
CWAG
1439
Compton Wealth Advisory Group
Virginia
$268K +$2.39K +50 +0.9%
LFA
1440
Legacy Financial Advisors
Kentucky
$268K +$14.8K +310 +6%
PTP
1441
Platform Technology Partners
New York
$268K +$268K +5,630 New
MBT
1442
Montecito Bank & Trust
California
$267K -$80.2K -1,680 -23%
GC
1443
Gilbert & Cook
Iowa
$267K +$8.11K +170 +3%
TP
1444
Tranquility Partners
Tennessee
$266K – – –
DIA
1445
Dana Investment Advisors
Wisconsin
$263K -$20.5K -430 -7%
CPA
1446
Capital Planning Advisors
California
$263K +$263K +5,510 New
BO
1447
Bank OZK
Arkansas
$262K -$25.3K -530 -9%
WAM
1448
Wakefield Asset Management
Colorado
$262K -$5.24K -110 -2%
TCOT
1449
Trust Company of Toledo
Ohio
$262K – – –
BFS
1450
Bard Financial Services
Connecticut
$262K +$23.8K +500 +10%
56 57
58
59 60