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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 %
MHR
1551
Matthew Hamilton Rosenberg
$150K – – –
EL
1552
EMFO LLC
Florida
$148K +$148K +3,100 New
FMP
1553
Financial Management Professionals
Texas
$146K +$2.39K +50 +2%
BCM
1554
Blume Capital Management
California
$143K – – –
PMFA
1555
Plante Moran Financial Advisors
Michigan
$139K +$5.25K +110 +4%
TFA
1556
Toth Financial Advisory
Virginia
$138K -$428K -9,000 -76%
SB
1557
Strategic Blueprint
Georgia
$133K +$133K +2,780 New
CDIA
1558
Capital Directions Investment Advisors
Georgia
$133K +$133K +2,780 New
WLPWM
1559
Walled Lake Planning & Wealth Management
Illinois
$127K – – –
MIFH
1560
Migdal Insurance & Financial Holdings
Israel
$124K +$9.54K +200 +8%
CCA
1561
Catalyst Capital Advisors
New York
$119K +$3.81K +80 +3%
TFO
1562
Tarbox Family Office
California
$118K – – –
SWG
1563
Summit Wealth Group
Vermont
$109K – – –
EIP
1564
Ellis Investment Partners
Pennsylvania
$109K +$21.5K +450 +25%
FCB
1565
First Command Bank
Texas
$108K +$24.4K +510 +29%
FCFS
1566
First Command Financial Services
Texas
$108K +$24.4K +510 +29%
PB
1567
Pinnacle Bancorp
Nebraska
$105K – – –
BAM
1568
Baldrige Asset Management
Pennsylvania
$104K +$104K +2,190 New
CWA
1569
Clearview Wealth Advisors
Oregon
$103K +$8.07K +170 +9%
MAM
1570
McCarthy Asset Management
California
$101K +$11.4K +240 +13%
Kayne Anderson Rudnick Investment Management
1571
Kayne Anderson Rudnick Investment Management
California
$100K – – –
MSFP
1572
Mark Sheptoff Financial Planning
Connecticut
$100K +$100K +2,100 New
HL
1573
Harding Loevner
New Jersey
$99K +$99K +2,080 New
PA
1574
Perennial Advisors
New York
$98K – – –
TFIPS
1575
Towarzystwo Funduszy Inwestycyjnych PZU SA
$95.4K +$23.8K +500 +33%
61 62
63
64 65