We are live on ! Find out more
AVGO icon

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
BBNA
1476
Bremer Bank National Association
Minnesota
$251K +$12K +260 +5%
BCA
1477
Bay Colony Advisors
Massachusetts
$251K +$21.3K +460 +10%
AP
1478
Adero Partners
California
$251K +$27.8K +600 +13%
YIA
1479
YHB Investment Advisors
Connecticut
$248K
FWP
1480
FAS Wealth Partners
Kansas
$247K +$240K +5,180 New
CAM
1481
Campion Asset Management
Virginia
$246K
KP
1482
Keel Point
Alabama
$245K +$6.49K +140 +3%
PA
1483
PFG Advisors
Arizona
$243K -$4.63K -100 -2%
CFO
1484
Collective Family Office
Pennsylvania
$243K
RE
1485
RBC Europe
United Kingdom
$242K +$6.49K +140 +3%
PAA
1486
Peregrine Asset Advisers
Oregon
$242K
AIG
1487
American International Group
New York
$241K -$17M -366,490 -7%
JLBC
1488
J.L. Bainbridge & Co
Florida
$241K
LL
1489
LPWM LLC
Minnesota
$240K +$12K +260 +5%
HI
1490
Hudock Inc
Pennsylvania
$239K +$117K +2,520 +101%
GIM
1491
Guild Investment Management
California
$238K
VC
1492
Veracity Capital
Georgia
$235K -$263K -5,680 -53%
SAM
1493
SignalPoint Asset Management
Missouri
$235K -$23.2K -500 -9%
AWM
1494
AllSquare Wealth Management
New York
$235K
JWM
1495
JGP Wealth Management
Oregon
$235K
WFG
1496
Wills Financial Group
Virginia
$235K +$228K +4,930 New
CWM
1497
Cornerstone Wealth Management
Missouri
$234K -$15.8K -340 -6%
LDFR
1498
Lehman & Derafelo Financial Resources
Pennsylvania
$234K +$4.63K +100 +2%
GDP
1499
Great Diamond Partners
Maine
$234K +$26.9K +580 +13%
PCH
1500
PGIM Custom Harvest
New Jersey
$232K -$3.24K -70 -1%

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.