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Broadcom
AVGO

1,755 hedge funds and large institutions have $162B invested in Broadcom in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 842 increasing their positions, 560 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 76

50% more repeat investments, than reductions

Existing positions increased: 842 | Existing positions reduced: 560

12% more funds holding in top 10

Funds holding in top 10: 77 → 86 (+9)

2% more funds holding

Funds holding: 1,723 → 1,755 (+32)

2% more capital invested

Capital invested by funds: $159B → $162B (+$2.92B)

3.28% less ownership

Funds ownership: 815.1% → 811.82% (-3.3%)

42% less call options, than puts

Call options by funds: $2.8B | Put options by funds: $4.87B

Holders
1,755
Holders Change
+32
Holders Change %
+1.86%
% of All Funds
30.72%
Holding in Top 10
86
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.69%
% of All Funds
1.51%
New
130
Increased
842
Reduced
560
Closed
76
Calls
$2.8B
Puts
$4.87B
Net Calls
-$2.07B
Net Calls Change
-$501M

Top Buyers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
+$408M
2
Goldman Sachs
Goldman Sachs
New York
+$258M
3
Bank of America
Bank of America
North Carolina
+$230M
4
Morgan Stanley
Morgan Stanley
New York
+$212M
5
CA
Capitolis Advisors
New York
+$204M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$502M
2
Capital World Investors
Capital World Investors
California
-$359M
3
Franklin Resources
Franklin Resources
California
-$331M
4
CBT
Capital Bank & Trust
California
-$233M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$201M
Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
1726
Better Money Decisions
New Mexico
$5K – – –
EAM
1727
Eukles Asset Management
Ohio
$5K – – –
RBC
1728
Roble Belko & Company
Pennsylvania
$5K – – –
RIA
1729
RPG Investment Advisory
California
$5K – – –
SFA
1730
Semmax Financial Advisors
North Carolina
$5K – – –
TC
1731
Trust Company
Kansas
$5K – – –
YAL
1732
Your Advocates Ltd
Texas
$5K +$5.35K +110 New
BA
1733
Bellwether Advisors
Nebraska
$4K – – –
CB
1734
CNB Bank
Pennsylvania
$4K – – –
HC
1735
Hoese & Co
Minnesota
$4K – – –
SQA
1736
Simon Quick Advisors
New Jersey
$4K +$1.95K +40 +80%
SC
1737
Sierra Capital
Florida
$3K -$486 -10 -13%
CC
1738
Corsicana & Co
Texas
$3K – – –
LWANC
1739
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
AW
1740
Avion Wealth
Texas
$3K +$2.92K +60 New
CP
1741
Corbenic Partners
Pennsylvania
$3K +$3.4K +70 New
LAS
1742
Lloyd Advisory Services
Georgia
$2K -$4.86K -100 -67%
PCFFS
1743
Pacific Center for Financial Services
California
$2K – – –
RCC
1744
Red Cedar Capital
Nebraska
$2K – – –
DAM
1745
Delta Asset Management
Tennessee
$2K +$2.43K +50 New
FCAS
1746
First Command Advisory Services
Texas
$2K +$2.43K +50 New
HF
1747
Halpern Financial
Virginia
$1.94K +$1.95K +40 New
VCWA
1748
Vanguard Capital Wealth Advisors
Colorado
$1.29K +$30.6K +630 +2%
BCPWM
1749
Bradley & Co Private Wealth Management
Florida
$1K – – –
FBT
1750
First Bank & Trust
South Dakota
$1K – – –
68 69
70
71 72

AVGO Hedge Fund Activity: Q3 2021 in Review

1,755 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2021, worth a combined $162B — up 1.8% from $159B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new AVGO positions and 76 closed out — a net gain of 54 holders — while 842 added to existing stakes and 560 trimmed.

The largest buyer was Swedbank, adding an estimated $408M. The largest seller was Capital Research Global Investors, cutting an estimated $502M.

  • 1,755 institutional investors held Broadcom (AVGO) as of Q3 2021, up from 1,723 in Q2 2021.
  • Funds reported $162B of Broadcom stock for Q3 2021, up 1.8% quarter-over-quarter.
  • 130 funds opened new Broadcom positions in Q3 2021 and 76 closed out, a net change of +54 holders.
  • The largest Broadcom buyer in Q3 2021 was Swedbank, an estimated $408M added.
  • The largest Broadcom seller in Q3 2021 was Capital Research Global Investors, an estimated $502M sold.

Based on aggregated 13F filings for Q3 2021.