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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
PB
1576
Pinnacle Bancorp
Nebraska
$105K
BAM
1577
Baldrige Asset Management
Pennsylvania
$104K +$101K +2,190 New
CWA
1578
Clearview Wealth Advisors
Oregon
$103K +$7.88K +170 +9%
MAM
1579
McCarthy Asset Management
California
$101K +$11.1K +240 +13%
Kayne Anderson Rudnick Investment Management
1580
Kayne Anderson Rudnick Investment Management
California
$100K
MSFP
1581
Mark Sheptoff Financial Planning
Connecticut
$100K +$97.3K +2,100 New
HL
1582
Harding Loevner
New Jersey
$99K +$96.4K +2,080 New
PA
1583
Perennial Advisors
New York
$98K
TFIPS
1584
Towarzystwo Funduszy Inwestycyjnych PZU SA
$95.4K +$23.2K +500 +33%
EWA
1585
Evolution Wealth Advisors
Florida
$95K -$38.5K -830 -29%
CAM
1586
Close Asset Management
United Kingdom
$95K
LD
1587
Lipe & Dalton
New York
$95K
MS
1588
Mizuho Securities
Japan
$94K +$84.3K +1,820 +1,138%
WR
1589
WD Rutherford
Oregon
$93K
EARNEST Partners
1590
EARNEST Partners
Georgia
$89K
CIM
1591
CCLA Investment Management
United Kingdom
$86.9K +$788K +17,000 +0.9%
SOW
1592
State of Wyoming
Wyoming
$85K -$86.2K -1,860 -51%
PO
1593
Private Ocean
California
$85K +$15.3K +330 +23%
WWMSC
1594
Wagner Wealth Management (South Carolina)
South Carolina
$84K +$44K +950 +119%
GAM
1595
Gemmer Asset Management
California
$83K +$1.85K +40 +2%
EI
1596
Ellevest Inc
New York
$78K
CCA
1597
Column Capital Advisors
Indiana
$76K -$2.32K -50 -3%
NL
1598
NVWM LLC
Pennsylvania
$72K
GCM
1599
Gables Capital Management
Florida
$71K
PCTC
1600
Perkins Coie Trust Company
Washington
$68K

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.