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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
CA
1501
Cornerstone Advisory
Maryland
$403K -$488K -8,700 -51%
TRIA
1502
Trail Ridge Investment Advisors
Colorado
$403K +$7.3K +130 +2%
OTPPB
1503
Ontario Teachers' Pension Plan Board
Ontario, Canada
$403K +$113K +2,010 +32%
IGWM
1504
ICA Group Wealth Management
Colorado
$400K +$1.68K +30 +0.4%
LWP
1505
Lumature Wealth Partners
Georgia
$399K -$46K -820 -9%
HI
1506
Hoey Investments
Pennsylvania
$399K +$434K +7,740 +1,613%
LFA
1507
Legacy Financial Advisors
Kentucky
$398K +$25.3K +450 +6%
NP
1508
Ninepoint Partners
Ontario, Canada
$397K -$84.8K -1,510 -16%
MA
1509
MCF Advisors
Kentucky
$396K +$93.2K +1,660 +26%
PA
1510
Procyon Advisors
Connecticut
$394K -$76.9K -1,370 -14%
GP
1511
Girard Partners
Pennsylvania
$394K -$5.61K -100 -1%
S
1512
SimplyRich
California
$392K -$69K -1,230 -13%
HTC
1513
Haverford Trust Company
Pennsylvania
$392K -$41.5K -740 -8%
XF
1514
XML Financial
Maryland
$390K -$242K -4,320 -35%
HIS
1515
Harvest Investment Services
Illinois
$390K +$3.37K +60 +0.8%
GP
1516
Geneva Partners
Wisconsin
$389K -$124K -2,210 -22%
MCM
1517
Magnolia Capital Management
New York
$389K
VW
1518
Vantage Wealth
California
$389K
CA
1519
Calton & Associates
Florida
$387K -$30.9K -550 -6%
EFG
1520
Everhart Financial Group
Ohio
$384K -$34.8K -620 -7%
AA
1521
Apriem Advisors
California
$384K
SB
1522
Strategic Blueprint
Georgia
$384K +$1.12K +20 +0.3%
APW
1523
Aurora Private Wealth
New Jersey
$384K +$3.93K +70 +0.9%
SFG
1524
Sather Financial Group
Texas
$383K -$30.3K -540 -6%
LCM
1525
LCM Capital Management
Illinois
$383K +$8.98K +160 +2%

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.