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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
EW
1526
Evoke Wealth
California
$218K +$16.2K +350 +8%
AFG
1527
Allegheny Financial Group
Pennsylvania
$217K
HT
1528
Heritage Trust
Oklahoma
$216K +$210K +4,530 New
PCM
1529
Poehling Capital Management
Wisconsin
$215K
EWM
1530
Executive Wealth Management
Michigan
$214K +$927 +20 +0.4%
BWG
1531
Beta Wealth Group
California
$212K -$7.88K -170 -4%
EM
1532
Excalibur Management
Massachusetts
$212K
DA
1533
DSC Advisors
Illinois
$210K -$27.8K -600 -12%
IAMOG
1534
Investors Asset Management of Georgia
Georgia
$209K
PMG
1535
ProVise Management Group
Florida
$209K +$203K +4,380 New
FANJ
1536
Financial Architects (New Jersey)
New Jersey
$207K -$81.1K -1,750 -29%
WA
1537
Wealth Architects
California
$207K +$202K +4,350 New
OBGC
1538
O'Brien Greene & Co
Pennsylvania
$206K
IFG
1539
Investors Financial Group
Minnesota
$205K -$2.78K -60 -1%
GWS
1540
Glassman Wealth Services
Virginia
$203K +$5.1K +110 +3%
NC
1541
NinePointTwo Capital
California
$203K +$197K +4,260 New
SIC
1542
Salem Investment Counselors
North Carolina
$200K +$97.3K +2,100 +100%
SA
1543
Strategic Advisors
New York
$200K +$195K +4,200 New
AWM
1544
Atticus Wealth Management
Florida
$198K +$5.56K +120 +3%
LC
1545
Lindbrook Capital
California
$195K -$16.2K -350 -8%
KFP
1546
KB Financial Partners
New Jersey
$188K -$52.4K -1,130 -22%
AP
1547
Atwood & Palmer
Missouri
$188K +$57.5K +1,240 +46%
EBA
1548
Eagle Bay Advisors
New York
$185K +$177K +3,820 New
EFSCE
1549
Enterprise Financial Services Corp (EFSC)
Missouri
$183K
JCM
1550
Jacobi Capital Management
Pennsylvania
$183K +$24.6K +530 +16%

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.