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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
CPIG
1526
Chicago Partners Investment Group
Illinois
$383K +$28.1K +500 +8%
EFSCE
1527
Enterprise Financial Services Corp (EFSC)
Missouri
$382K -$7.3K -130 -2%
OWA
1528
Octavia Wealth Advisors
Ohio
$380K -$94.3K -1,680 -18%
LB
1529
Leo Brokerage
Texas
$379K -$297K -5,300 -40%
FWM
1530
Fairhaven Wealth Management
Illinois
$379K
CI
1531
CX Institutional
Indiana
$378K +$6.17K +110 +1%
LC
1532
Lindbrook Capital
California
$377K -$103K -1,830 -19%
AIA
1533
Alera Investment Advisors
Illinois
$377K -$18.5K -330 -4%
APW
1534
Austin Private Wealth
Texas
$377K -$1.12K -20 -0.3%
KP
1535
Keel Point
Alabama
$376K +$60.6K +1,080 +19%
CFO
1536
CVA Family Office
Colorado
$375K -$25.3K -450 -6%
ICG
1537
InterOcean Capital Group
Tennessee
$374K +$188K +3,350 +77%
CIC
1538
Chilton Investment Company
Connecticut
$373K
AAS
1539
Annex Advisory Services
Wisconsin
$372K -$108K -1,930 -20%
HS
1540
Horan Securities
United States
$369K +$7.3K +130 +2%
CIC
1541
Chase Investment Counsel
Virginia
$367K +$27.5K +490 +7%
DWA
1542
Dorsey Wright & Associates
California
$367K +$33.7K +600 +9%
CC
1543
Corton Capital
Ontario, Canada
$367K +$424K +7,560 New
PP
1544
Pacifica Partners
Canada
$366K -$3.37K -60 -0.8%
BWP
1545
Baldwin Wealth Partners
Massachusetts
$365K
SAM
1546
Sompo Asset Management
Japan
$364K -$303K -5,400 -42%
MA
1547
MKT Advisors
California
$363K +$561 +10 +0.1%
PWMG
1548
Prestige Wealth Management Group
New Jersey
$363K +$81.4K +1,450 +24%
SCA
1549
Stonebridge Capital Advisors
Minnesota
$363K +$137K +2,440 +48%
FNBOO
1550
First National Bank of Omaha
Nebraska
$362K -$88.7K -1,580 -18%

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.