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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
SBL
1601
Sargent Bickham Lagudis
Colorado
$64K -$3.24K -70 -5%
NFSG
1602
Newbridge Financial Services Group
Florida
$63K +$2.32K +50 +4%
APWA
1603
Atlas Private Wealth Advisors
New Jersey
$61K -$23.6K -510 -28%
Nisa Investment Advisors
1604
Nisa Investment Advisors
Missouri
$59.1K +$4.59M +99,110 +9%
SL
1605
Savior LLC
Massachusetts
$58K -$21.8K -470 -28%
AL
1606
ADE LLC
Maryland
$58K
WQ
1607
Wealth Quarterback
New Jersey
$58K +$56.1K +1,210 New
SC
1608
Solstein Capital
California
$53K +$23.2K +500 +81%
APC
1609
Aspire Private Capital
North Carolina
$53K +$46.3K +1,000 +833%
BC
1610
Burleson & Co
California
$52K
TC
1611
Tacita Capital
Ontario, Canada
$52K
CTB
1612
Country Trust Bank
Illinois
$52K +$6.95K +150 +16%
CHC
1613
City Holding Co
West Virginia
$50K -$63.9K -1,380 -57%
VRM
1614
Vectors Research Management
New York
$50K
HCP
1615
Hexagon Capital Partners
Arkansas
$50K +$15.3K +330 +46%
CI
1616
Cordant Inc
Oregon
$48K -$46.3K -1,000 -50%
BC
1617
Bartlett & Co
Ohio
$48K
FFC
1618
First Financial Corp
Indiana
$48K
FM
1619
Freemont Management
Switzerland
$48K
HFA
1620
HC Financial Advisors
California
$48K
PCC
1621
Park Circle Company
Maryland
$48K
BCWM
1622
Bartlett & Co Wealth Management
Ohio
$47.7K
MGIM
1623
M&G Investment Management
United Kingdom
$47.3K +$3.09M +66,690 +7%
LSV Asset Management
1624
LSV Asset Management
Illinois
$47K -$510K -11,000 -92%
RDWM
1625
Red Door Wealth Management
Tennessee
$47K +$45.9K +990 New

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.