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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
CA
1676
Crewe Advisors
Utah
$13K -$2.32K -50 -15%
COCM
1677
Charter Oak Capital Management
New Hampshire
$13K
CCMW
1678
Cypress Capital Management (Wyoming)
Wyoming
$12K
AA
1679
Addison Advisors
Vermont
$12K +$11.6K +250 New
KFS
1680
Kelly Financial Services
Massachusetts
$12K +$2.64M +57,010 +47,508%
CIA
1681
Cascade Investment Advisors
Oregon
$11.9K
FFG
1682
Ford Financial Group
California
$11K +$11.1K +240 New
H
1683
HoyleCohen
California
$10.9K +$20.4K +440 +0.2%
ACM
1684
AUA Capital Management
Pennsylvania
$10K
JFA
1685
JNBA Financial Advisors
Minnesota
$10K +$9.27K +200 New
ACM
1686
Anfield Capital Management
California
$10K +$9.73K +210 New
WIA
1687
Wealthstreet Investment Advisors
Texas
$9K -$332K -7,170 -97%
AFS
1688
Annapolis Financial Services
Maryland
$9K +$1.85K +40 +27%
TCWA
1689
Ten Capital Wealth Advisors
Washington
$9K +$5.56K +120 +171%
TF
1690
TimeScale Financial
Massachusetts
$8K +$463 +10 +6%
CP
1691
Castleview Partners
Texas
$8K +$7.41K +160 New
LAS
1692
Lloyd Advisory Services
Georgia
$7K -$463 -10 -6%
EWM
1693
Edge Wealth Management
New York
$7K
SFP
1694
Sterling Financial Planning
New Jersey
$7K
IWP
1695
IAG Wealth Partners
Wisconsin
$7K +$3.71K +80 +133%
CG
1696
Cutler Group
California
$6K -$6.95K -150 -54%
HFA
1697
Hoover Financial Advisors
Pennsylvania
$6K -$1.39K -30 -19%
AF
1698
Arrow Financial
New York
$6K +$6.02K +130 New
BBHC
1699
Brown Brothers Harriman & Co
New York
$5.87K +$4.38M +94,490 +330%
EAM
1700
Eukles Asset Management
Ohio
$5K

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.