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Broadcom

2,058 hedge funds and large institutions have $207B invested in Broadcom in 2022 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 951 increasing their positions, 688 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 122

38% more repeat investments, than reductions

Existing positions increased: 951 | Existing positions reduced: 688

2% more funds holding

Funds holding: 2,0252,058 (+33)

0.52% more ownership

Funds ownership: 808.73%809.26% (+0.52%)

4% less funds holding in top 10

Funds holding in top 10: 166160 (-6)

7% less capital invested

Capital invested by funds: $221B → $207B (-$14.9B)

42% less call options, than puts

Call options by funds: $3.61B | Put options by funds: $6.25B

Holders
2,058
Holders Change
+33
Holders Change %
+1.63%
% of All Funds
32.46%
Holding in Top 10
160
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.61%
% of All Funds
2.52%
New
182
Increased
951
Reduced
688
Closed
122
Calls
$3.61B
Puts
$6.25B
Net Calls
-$2.64B
Net Calls Change
+$1.72B
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
1701
Wealth Alliance Advisory Group
Kansas
$306K +$594 +10 +0.2%
LL
1702
LPWM LLC
Minnesota
$302K
DCM
1703
Driehaus Capital Management
Illinois
$302K +$285K +4,800 New
PCG
1704
Private Capital Group
Connecticut
$298K +$19.6K +330 +8%
SFS
1705
Stiles Financial Services
Minnesota
$297K +$20.2K +340 +8%
CWM
1706
CCG Wealth Management
California
$295K -$6.53K -110 -2%
CTB
1707
Country Trust Bank
Illinois
$295K -$3.56K -60 -1%
AFG
1708
Allegheny Financial Group
Pennsylvania
$294K
CCP
1709
Carmel Capital Partners
California
$293K
BOH
1710
Bank of Hawaii
Hawaii
$291K +$274K +4,620 New
OWM
1711
OneAscent Wealth Management
Alabama
$290K -$5.35K -90 -2%
EM
1712
Excalibur Management
Massachusetts
$290K -$1.19K -20 -0.4%
WP
1713
WealthPLAN Partners
Nebraska
$289K -$4.75K -80 -2%
FFMBT
1714
First Farmers & Merchants Bank Trust
Tennessee
$289K
WIM
1715
WealthPlan Investment Management
Nebraska
$289K +$310K +5,220 New
CCG
1716
Cypress Capital Group
Florida
$288K +$79K +1,330 +41%
ONB
1717
Old National Bancorp
Indiana
$286K +$8.91K +150 +3%
OBGC
1718
O'Brien Greene & Co
Pennsylvania
$285K +$594 +10 +0.2%
NCA
1719
New Century Advisors
Maryland
$283K
PCM
1720
Poehling Capital Management
Wisconsin
$283K
C
1721
Certuity
Florida
$283K +$24.4K +410 +10%
TWA
1722
TCI Wealth Advisors
Arizona
$283K +$33.3K +560 +14%
JG
1723
Jefferies Group
New York
$280K +$264K +4,450 New
GG
1724
Greenwood Gearhart
Arkansas
$280K
HC
1725
Hamilton Capital
Ohio
$278K +$62.4K +1,050 +31%

AVGO Hedge Fund Activity: Q1 2022 in Review

2,058 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2022, worth a combined $207B — down 6.7% from $221B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new AVGO positions and 122 closed out — a net gain of 60 holders — while 951 added to existing stakes and 688 trimmed.

The largest buyer was Jennison Associates, adding an estimated $893M. The largest seller was Capital World Investors, cutting an estimated $2.71B.

  • 2,058 institutional investors held Broadcom (AVGO) as of Q1 2022, up from 2,025 in Q4 2021.
  • Funds reported $207B of Broadcom stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 182 funds opened new Broadcom positions in Q1 2022 and 122 closed out, a net change of +60 holders.
  • The largest Broadcom buyer in Q1 2022 was Jennison Associates, an estimated $893M added.
  • The largest Broadcom seller in Q1 2022 was Capital World Investors, an estimated $2.71B sold.

Based on aggregated 13F filings for Q1 2022.