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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
MBT
1451
Montecito Bank & Trust
California
$267K -$77.8K -1,680 -23%
GC
1452
Gilbert & Cook
Iowa
$267K +$7.88K +170 +3%
TP
1453
Tranquility Partners
Tennessee
$266K
DIA
1454
Dana Investment Advisors
Wisconsin
$263K -$19.9K -430 -7%
CPA
1455
Capital Planning Advisors
California
$263K +$255K +5,510 New
BO
1456
Bank OZK
Arkansas
$262K -$24.6K -530 -9%
WAM
1457
Wakefield Asset Management
Colorado
$262K -$5.1K -110 -2%
TCOT
1458
Trust Company of Toledo
Ohio
$262K
BFS
1459
Bard Financial Services
Connecticut
$262K +$23.2K +500 +10%
VCM
1460
Virtue Capital Management
Tennessee
$260K +$8.8K +190 +4%
PI
1461
PGGM Investments
Netherlands
$259K -$4.86M -104,910 -95%
BBA
1462
Braun-Bostich & Associates
Pennsylvania
$259K -$15.8K -340 -6%
PCG
1463
Private Capital Group
Connecticut
$259K +$26.4K +570 +12%
KFGK
1464
Keystone Financial Group (Kentucky)
Kentucky
$258K +$8.8K +190 +4%
XF
1465
XML Financial
Maryland
$257K +$2.32K +50 +0.9%
AF
1466
Advisornet Financial
Minnesota
$257K +$5.56K +120 +2%
BCP
1467
Berkeley Capital Partners
Georgia
$257K +$9.73K +210 +4%
GM
1468
Granger Management
New York
$256K
SSB
1469
Sandy Spring Bank
Maryland
$256K +$2.78K +60 +1%
HS
1470
Horan Securities
United States
$256K +$102K +2,210 +70%
VFA
1471
Voya Financial Advisors
Connecticut
$255K -$1.26M -27,190 -84%
VAM
1472
Verity Asset Management
North Carolina
$253K -$51.4K -1,110 -17%
JGIA
1473
Jackson Grant Investment Advisers
Connecticut
$253K
RQS
1474
Ramsey Quantitative Systems
Kentucky
$253K +$246K +5,300 New
PP
1475
PDS Planning
Ohio
$252K +$39.8K +860 +19%

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.