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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
AWM
1551
Accel Wealth Management
Iowa
$182K
NIM
1552
NuWave Investment Management
New Jersey
$181K +$176K +3,790 New
SWA
1553
Sutton Wealth Advisors
Florida
$168K -$3.71K -80 -2%
TWA
1554
TCI Wealth Advisors
Arizona
$167K +$77.8K +1,680 +93%
LWA
1555
Lenox Wealth Advisors
New York
$165K -$8.34K -180 -5%
CFD
1556
Creative Financial Designs
Indiana
$163K -$683K -14,750 -81%
TH
1557
TCTC Holdings
Texas
$159K
BWM
1558
Baystate Wealth Management
Massachusetts
$156K +$13K +280 +9%
CMBA
1559
C.M. Bidwell & Associates
Hawaii
$152K +$15.8K +340 +12%
MHR
1560
Matthew Hamilton Rosenberg
$150K
EL
1561
EMFO LLC
Florida
$148K +$144K +3,100 New
FMP
1562
Financial Management Professionals
Texas
$146K +$2.32K +50 +2%
BCM
1563
Blume Capital Management
California
$143K
PMFA
1564
Plante Moran Financial Advisors
Michigan
$139K +$5.1K +110 +4%
TFA
1565
Toth Financial Advisory
Virginia
$138K -$417K -9,000 -76%
CDIA
1566
Capital Directions Investment Advisors
Georgia
$133K +$129K +2,780 New
SB
1567
Strategic Blueprint
Georgia
$133K +$129K +2,780 New
WLPWM
1568
Walled Lake Planning & Wealth Management
Illinois
$127K
MIFH
1569
Migdal Insurance & Financial Holdings
Israel
$124K +$9.27K +200 +8%
CCA
1570
Catalyst Capital Advisors
New York
$119K +$3.71K +80 +3%
TFO
1571
Tarbox Family Office
California
$118K
SWG
1572
Summit Wealth Group
Vermont
$109K
EIP
1573
Ellis Investment Partners
Pennsylvania
$109K +$20.9K +450 +25%
FCB
1574
First Command Bank
Texas
$108K +$23.6K +510 +29%
FCFS
1575
First Command Financial Services
Texas
$108K +$23.6K +510 +29%

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.