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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 %
FIM
1501
Freedom Investment Management
Connecticut
$227K +$227K +4,760 New
AF
1502
Allworth Financial
California
$226K -$1.91K -40 -0.8%
HFG
1503
Heron Financial Group
New York
$226K +$14.3K +300 +7%
CWM
1504
CCG Wealth Management
California
$225K +$6.69K +140 +3%
FPCG
1505
Fort Pitt Capital Group
Pennsylvania
$225K +$225K +4,720 New
AssetMark Inc
1506
AssetMark Inc
California
$223K +$25.7K +540 +13%
GF
1507
Gries Financial
Ohio
$223K +$223K +4,580 New
CIM
1508
Contravisory Investment Management
Massachusetts
$223K +$223K +4,670 New
SMA
1509
Sage Mountain Advisors
Georgia
$222K +$222K +4,650 New
CAG
1510
Crestwood Advisors Group
Massachusetts
$220K -$129K -2,700 -37%
WWM
1511
Wolff Wiese Magana
California
$220K +$3.82K +80 +2%
ONB
1512
Old National Bancorp
Indiana
$219K -$17.7K -370 -7%
COI
1513
Connable Office Inc
Michigan
$219K – – –
TAM
1514
Trillium Asset Management
Massachusetts
$218K – – –
AAMC
1515
Asset Allocation & Management Company
Illinois
$218K – – –
GFS
1516
GYL Financial Synergies
Connecticut
$218K +$3.34K +70 +2%
EW
1517
Evoke Wealth
California
$218K +$16.7K +350 +8%
AFG
1518
Allegheny Financial Group
Pennsylvania
$217K – – –
HT
1519
Heritage Trust
Oklahoma
$216K +$216K +4,530 New
PCM
1520
Poehling Capital Management
Wisconsin
$215K – – –
EWM
1521
Executive Wealth Management
Michigan
$214K +$953 +20 +0.4%
BWG
1522
Beta Wealth Group
California
$212K -$8.14K -170 -4%
EM
1523
Excalibur Management
Massachusetts
$212K – – –
DA
1524
DSC Advisors
Illinois
$210K -$28.6K -600 -12%
IAMOG
1525
Investors Asset Management of Georgia
Georgia
$209K – – –
59 60
61
62 63