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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
GWMIA
1651
Global Wealth Management Investment Advisory
Florida
$24K +$9.27K +200 +67%
RIM
1652
Rockbridge Investment Management
New York
$23K
TCM
1653
TD Capital Management
Tennessee
$23K
TCM
1654
Tradewinds Capital Management
Washington
$22K
ONST
1655
Old North State Trust
North Carolina
$21K
BWA
1656
BDO Wealth Advisors
Florida
$20K -$6.95K -150 -26%
IAS
1657
IMA Advisory Services
Colorado
$20K
NSB
1658
Norway Savings Bank
Maine
$20K
GFPC
1659
Global Financial Private Client
Florida
$19.3K
RA
1660
Resolute Advisors
California
$18K -$33.8K -730 -66%
CWM
1661
Cranbrook Wealth Management
Michigan
$18K -$2.78K -60 -14%
CAL
1662
Capital Advisors Ltd
Ohio
$18K
SMG
1663
Spectrum Management Group
Indiana
$18K
CYG
1664
Clean Yield Group
Vermont
$18K +$17.1K +370 New
PK
1665
Pflug Koory
Nebraska
$17K
WAS
1666
Winch Advisory Services
Wisconsin
$17K
FPB
1667
First PREMIER Bank
South Dakota
$17K +$16.2K +350 New
SWA
1668
SOA Wealth Advisors
New York
$16K -$4.17K -90 -21%
FGAM
1669
Financial Gravity Asset Management
Texas
$16K
FWM
1670
Focused Wealth Management
New York
$16K
JMF
1671
Johnson Midwest Financial
Iowa
$15K
LFG
1672
Larson Financial Group
Missouri
$15K
RG
1673
Retirement Group
California
$15K +$11.6K +250 +417%
LWA
1674
Lowe Wealth Advisors
Maryland
$14K
OCM
1675
Orion Capital Management
California
$14K

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.