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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
FG
1551
Fiduciary Group
Georgia
$362K -$6.17K -110 -2%
CT
1552
Chicago Trust
Illinois
$362K +$13.5K +240 +3%
DIP
1553
DT Investment Partners
Pennsylvania
$362K +$26.9K +480 +7%
CFS
1554
Capital Financial Services
New York
$361K
GAM
1555
Gould Asset Management
California
$360K +$112K +2,000 +37%
AWM
1556
Accurate Wealth Management
Florida
$358K -$25.3K -450 -6%
AIM
1557
Anchor Investment Management
South Carolina
$353K -$171K -3,050 -30%
NSEDCP
1558
NJ State Employees Deferred Compensation Plan
New Jersey
$353K
SBF
1559
Sara-Bay Financial
Florida
$353K +$79.7K +1,420 +24%
HHGA
1560
Halbert Hargrove Global Advisors
California
$352K +$28.1K +500 +7%
SIG
1561
Sargent Investment Group
Maryland
$351K -$2.81K -50 -0.7%
ZIG
1562
Zullo Investment Group
Pennsylvania
$351K -$561 -10 -0.1%
WDC
1563
Woodward Diversified Capital
California
$349K +$10.7K +190 +3%
RHBC
1564
R.H. Bluestein & Co
Michigan
$345K
RF
1565
Rollins Financial
Georgia
$344K -$55.6K -990 -12%
CC
1566
Courier Capital
New York
$343K +$28.1K +500 +8%
TIAM2
1567
Tru Independence Asset Management 2
Oregon
$342K -$759K -13,530 -66%
FHC
1568
First Heartland Consultants
Missouri
$342K -$308K -5,480 -44%
SFG
1569
Synergy Financial Group
California
$342K -$15.2K -270 -4%
WCM
1570
Wedge Capital Management
North Carolina
$342K +$2.25K +40 +0.6%
PP
1571
PDS Planning
Ohio
$342K +$20.8K +370 +6%
CAM
1572
Campion Asset Management
Virginia
$340K
LA
1573
LexAurum Advisors
Kansas
$339K
MWM
1574
Modera Wealth Management
New Jersey
$339K +$29.2K +520 +8%
AWM
1575
AllSquare Wealth Management
New York
$338K

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.