We are live on ! Find out more
AVGO icon

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
RBC
1701
Roble Belko & Company
Pennsylvania
$5K
RIA
1702
RPG Investment Advisory
California
$5K
SFA
1703
Semmax Financial Advisors
North Carolina
$5K
TC
1704
Trust Company
Kansas
$5K
BMD
1705
Better Money Decisions
New Mexico
$5K +$4.63K +100 New
PWP
1706
Personal Wealth Partners
Minnesota
$5K +$4.63K +100 New
TWP
1707
TFO Wealth Partners
Ohio
$5K +$4.63K +100 New
BA
1708
Bellwether Advisors
Nebraska
$4K
MIM
1709
Macroview Investment Management
Maryland
$4K
SC
1710
Sierra Capital
Florida
$4K
HC
1711
Hoese & Co
Minnesota
$4K +$3.71K +80 New
CB
1712
CNB Bank
Pennsylvania
$4K +$4.17K +90 New
LWANC
1713
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
SJIM
1714
St. Johns Investment Management
Florida
$3K +$2.78K +60 New
CC
1715
Corsicana & Co
Texas
$3K +$3.24K +70 New
SQA
1716
Simon Quick Advisors
New Jersey
$2K -$37.1K -800 -94%
HWM
1717
HighMark Wealth Management
Minnesota
$2K -$1.85K -40 Closed
PCFFS
1718
Pacific Center for Financial Services
California
$2K
RCC
1719
Red Cedar Capital
Nebraska
$2K
BCPWM
1720
Bradley & Co Private Wealth Management
Florida
$1K
FBT
1721
First Bank & Trust
South Dakota
$1K
FI
1722
FormulaFolio Investments
Michigan
$1K
TFA
1723
Transamerica Financial Advisors
Florida
$1K
DFCM
1724
Dark Forest Capital Management
Puerto Rico
$1K +$927 +20 New
WA
1725
Waddell & Associates
Tennessee
$331 +$322K +6,940 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.