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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
WAAG
1501
Wealth Alliance Advisory Group
Kansas
$231K +$2.32K +50 +1%
CFO
1502
CVA Family Office
Colorado
$231K +$25.9K +560 +13%
CAM
1503
Costello Asset Management
Pennsylvania
$230K -$71.4K -1,540 -24%
LNWTC
1504
Laird Norton Wetherby Trust Company
Washington
$230K -$46.3K -1,000 -17%
AAS
1505
Annex Advisory Services
Wisconsin
$230K +$19.5K +420 +10%
GWM
1506
Greenwich Wealth Management
Connecticut
$230K +$223K +4,820 New
VCG
1507
Vantage Consulting Group
Virginia
$229K +$223K +4,810 New
GA
1508
GFS Advisors
Texas
$228K +$222K +4,790 New
WW
1509
Westshore Wealth
California
$227K +$1.85K +40 +0.8%
FIM
1510
Freedom Investment Management
Connecticut
$227K +$221K +4,760 New
AF
1511
Allworth Financial
California
$226K -$1.85K -40 -0.8%
HFG
1512
Heron Financial Group
New York
$226K +$13.9K +300 +7%
CWM
1513
CCG Wealth Management
California
$225K +$6.49K +140 +3%
FPCG
1514
Fort Pitt Capital Group
Pennsylvania
$225K +$219K +4,720 New
AssetMark Inc
1515
AssetMark Inc
California
$223K +$25K +540 +13%
GF
1516
Gries Financial
Ohio
$223K +$212K +4,580 New
CIM
1517
Contravisory Investment Management
Massachusetts
$223K +$216K +4,670 New
SMA
1518
Sage Mountain Advisors
Georgia
$222K +$215K +4,650 New
CAG
1519
Crestwood Advisors Group
Massachusetts
$220K -$125K -2,700 -37%
WWM
1520
Wolff Wiese Magana
California
$220K +$3.71K +80 +2%
ONB
1521
Old National Bancorp
Indiana
$219K -$17.1K -370 -7%
COI
1522
Connable Office Inc
Michigan
$219K
AAMC
1523
Asset Allocation & Management Company
Illinois
$218K
TAM
1524
Trillium Asset Management
Massachusetts
$218K
GFS
1525
GYL Financial Synergies
Connecticut
$218K +$3.24K +70 +2%

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.