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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 %
PMG
1526
ProVise Management Group
Florida
$209K +$209K +4,380 New
FANJ
1527
Financial Architects (New Jersey)
New Jersey
$207K -$83.5K -1,750 -29%
WA
1528
Wealth Architects
California
$207K +$207K +4,350 New
OBGC
1529
O'Brien Greene & Co
Pennsylvania
$206K – – –
IFG
1530
Investors Financial Group
Minnesota
$205K -$2.86K -60 -1%
GWS
1531
Glassman Wealth Services
Virginia
$203K +$5.25K +110 +3%
NC
1532
NinePointTwo Capital
California
$203K +$203K +4,260 New
SIC
1533
Salem Investment Counselors
North Carolina
$200K +$100K +2,100 +100%
SA
1534
Strategic Advisors
New York
$200K +$200K +4,200 New
AWM
1535
Atticus Wealth Management
Florida
$198K +$5.74K +120 +3%
LC
1536
Lindbrook Capital
California
$195K -$16.7K -350 -8%
KFP
1537
KB Financial Partners
New Jersey
$188K -$53.9K -1,130 -22%
AP
1538
Atwood & Palmer
Missouri
$188K +$59.2K +1,240 +46%
EBA
1539
Eagle Bay Advisors
New York
$185K +$185K +3,820 New
EFSCE
1540
Enterprise Financial Services Corp (EFSC)
Missouri
$183K – – –
JCM
1541
Jacobi Capital Management
Pennsylvania
$183K +$25.3K +530 +16%
AWM
1542
Accel Wealth Management
Iowa
$182K – – –
NIM
1543
NuWave Investment Management
New Jersey
$181K +$181K +3,790 New
SWA
1544
Sutton Wealth Advisors
Florida
$168K -$3.82K -80 -2%
TWA
1545
TCI Wealth Advisors
Arizona
$167K +$80.4K +1,680 +93%
LWA
1546
Lenox Wealth Advisors
New York
$165K -$8.58K -180 -5%
CFD
1547
Creative Financial Designs
Indiana
$163K -$703K -14,750 -81%
TH
1548
TCTC Holdings
Texas
$159K – – –
BWM
1549
Baystate Wealth Management
Massachusetts
$156K +$13.4K +280 +9%
CMBA
1550
C.M. Bidwell & Associates
Hawaii
$152K +$16.3K +340 +12%
60 61
62
63 64