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Broadcom

1,998 hedge funds and large institutions have $157B invested in Broadcom in 2022 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 911 increasing their positions, 727 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 727

3% less funds holding

Funds holding: 2,0581,998 (-60)

2.97% less ownership

Funds ownership: 809.26%806.29% (-3%)

14% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 163

24% less capital invested

Capital invested by funds: $207B → $157B (-$49.1B)

25% less call options, than puts

Call options by funds: $2.61B | Put options by funds: $3.45B

35% less funds holding in top 10

Funds holding in top 10: 160104 (-56)

Holders
1,998
Holders Change
-60
Holders Change %
-2.92%
% of All Funds
33.66%
Holding in Top 10
104
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-35%
% of All Funds
1.75%
New
140
Increased
911
Reduced
727
Closed
163
Calls
$2.61B
Puts
$3.45B
Net Calls
-$846M
Net Calls Change
+$1.79B
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1451
Gradient Capital Advisors
California
$460K +$2.25K +40 +0.4%
HBW
1452
Hazlett, Burt & Watson
West Virginia
$460K +$19.6K +350 +4%
WWG
1453
West Wealth Group
California
$460K +$332K +5,910 +166%
SWM
1454
Shelton Wealth Management
Texas
$458K +$10.7K +190 +2%
SCM
1455
Stevens Capital Management
Pennsylvania
$457K +$528K +9,400 New
PBO
1456
Peoples Bank (Ohio)
Ohio
$456K +$1.68K +30 +0.3%
MIP
1457
Marietta Investment Partners
Wisconsin
$455K
RT
1458
Rockland Trust
Massachusetts
$453K -$67.4K -1,200 -11%
ASBI
1459
American State Bank (Iowa)
Iowa
$452K +$67.4K +1,200 +15%
PA
1460
PFG Advisors
Arizona
$452K +$96.5K +1,720 +23%
BTI
1461
Blue Trust Inc
Georgia
$452K +$403K +7,180 New
SIM
1462
SSI Investment Management
California
$450K
AIP
1463
Almanack Investment Partners
Pennsylvania
$449K -$13.5K -240 -3%
BFS
1464
Bard Financial Services
Connecticut
$449K +$112K +2,000 +28%
HIM
1465
Hotaling Investment Management
Pennsylvania
$446K +$36.5K +650 +8%
FMTC
1466
Farmers & Merchants Trust Company
California
$445K +$2.81K +50 +0.5%
SEC
1467
Seven Eight Capital
New York
$442K +$511K +9,100 New
BFM
1468
Boothbay Fund Management
New York
$441K -$176K -3,140 -26%
FCBT
1469
First Citizens Bank & Trust
North Carolina
$440K +$147K +2,620 +41%
QFA
1470
Quantum Financial Advisors
California
$440K +$448K +7,990 New
RSWM
1471
Robertson Stephens Wealth Management
California
$439K -$272K -4,850 -35%
JSW
1472
Journey Strategic Wealth
New Jersey
$439K -$92.6K -1,650 -15%
FPAS
1473
Focus Partners Advisor Solutions
Missouri
$439K -$83.6K -1,490 -14%
GCMG
1474
Gyroscope Capital Management Group
Florida
$437K
SFP
1475
Sandbox Financial Partners
Maryland
$437K +$6.74K +120 +1%

AVGO Hedge Fund Activity: Q2 2022 in Review

1,998 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2022, worth a combined $157B — down 24% from $207B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of AVGO and 140 opened new positions — a net loss of 23 holders — while 727 trimmed existing stakes and 911 added.

The largest buyer was Morgan Stanley, adding an estimated $854M. The largest seller was Capital Research Global Investors, cutting an estimated $1.12B.

  • 1,998 institutional investors held Broadcom (AVGO) as of Q2 2022, down from 2,058 in Q1 2022.
  • Funds reported $157B of Broadcom stock for Q2 2022, down 24% quarter-over-quarter.
  • 140 funds opened new Broadcom positions in Q2 2022 and 163 closed out, a net change of -23 holders.
  • The largest Broadcom buyer in Q2 2022 was Morgan Stanley, an estimated $854M added.
  • The largest Broadcom seller in Q2 2022 was Capital Research Global Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2022.