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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
HWA
1626
Heritage Wealth Advisors
Virginia
$43.9K
SPWG
1627
Sage Private Wealth Group
Illinois
$41K
ACA
1628
Atlas Capital Advisors
Wyoming
$38.6K +$15.8K +340 +72%
NSIM
1629
North Star Investment Management
Illinois
$38K +$463 +10 +1%
BDWM
1630
Brewin Dolphin Wealth Management
Ireland
$36.2K
DAC
1631
Dividend Assets Capital
South Carolina
$36K -$1.85K -40 -5%
AIL
1632
AGF Investments LLC
Ontario, Canada
$36K
ME
1633
McIlrath & Eck
Washington
$36K +$927 +20 +3%
SIS
1634
Sound Income Strategies
Florida
$35K -$2.32K -50 -6%
CHA
1635
Carmichael Hill & Associates
Maryland
$33K -$4.63K -100 -13%
BFC
1636
Bedel Financial Consulting
Indiana
$33K
Loomis, Sayles & Company
1637
Loomis, Sayles & Company
Massachusetts
$32K +$1.39K +30 +5%
HWA
1638
HHM Wealth Advisors
Tennessee
$31K -$463 -10 -2%
PWA
1639
Phoenix Wealth Advisors
North Carolina
$31K +$3.71K +80 +14%
JWM
1640
Janiczek Wealth Management
Colorado
$30K -$7.88K -170 -22%
HFS
1641
HBC Financial Services
Washington
$30K -$6.95K -150 -19%
MCM
1642
MV Capital Management
Maryland
$30K +$24.6K +530 +589%
AWMS
1643
Advocacy Wealth Management Services
Georgia
$29K
RWML
1644
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$27.7K
TFM
1645
TFC Financial Management
Massachusetts
$27K -$7.88K -170 -23%
VCM
1646
Vigilant Capital Management
Maine
$27K +$14.4K +310 +124%
TJHA
1647
Thomas J. Herzfeld Advisors
Florida
$25K +$1.85K +40 +8%
TFGT
1648
TS Financial Group (TSFG)
Illinois
$25K +$16.2K +350 +219%
IRC
1649
Investors Research Corp
Georgia
$24K
LWM
1650
Liberty Wealth Management
California
$24K +$463 +10 +2%

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.