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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
FAN
1751
Financial Advisors Network
California
$261K +$246K +4,140 New
CCA
1752
Cottonwood Capital Advisors
Utah
$260K -$2.38K -40 -1%
PWP
1753
Pursue Wealth Partners
California
$259K +$2.97K +50 +1%
MSA
1754
Marino Stram & Associates
Massachusetts
$259K
DFA
1755
DHJJ Financial Advisors
Illinois
$258K
IGGA
1756
Iron Gate Global Advisors
Utah
$258K +$7.13K +120 +3%
MHR
1757
Matthew Hamilton Rosenberg
$258K +$30.3K +510 +14%
C
1758
Covestor
United Kingdom
$257K +$83.2K +1,400 +52%
JLBC
1759
J.L. Bainbridge & Co
Florida
$256K -$119K -2,000 -33%
AC
1760
Arjuna Capital
North Carolina
$256K +$3.56K +60 +1%
TPA
1761
Trivium Point Advisory
Connecticut
$255K +$251K +4,230 New
HFG
1762
Heron Financial Group
New York
$254K
SSW
1763
Smith Shellnut Wilson
Mississippi
$254K
BWM
1764
Baystate Wealth Management
Massachusetts
$254K +$7.13K +120 +3%
HL
1765
HeadInvest LLC
Maine
$254K +$8.32K +140 +4%
SWA
1766
Sutton Wealth Advisors
Florida
$254K +$27.9K +470 +13%
UL
1767
Unionview LLC
Washington
$253K -$7.72K -130 -3%
RB
1768
Renasant Bank
Mississippi
$253K +$238K +4,010 New
BAM
1769
Byrne Asset Management
New Jersey
$252K +$95.6K +1,610 +67%
CCFCSB
1770
Cape Cod Five Cents Savings Bank
Massachusetts
$251K -$1.19K -20 -0.5%
DTC
1771
Davidson Trust Company
Washington
$249K -$4.16K -70 -2%
WDG
1772
Wealth Dimensions Group
Ohio
$249K +$2.97K +50 +1%
RFP
1773
Roth Financial Partners
Texas
$249K +$235K +3,950 New
MGIM
1774
M&G Investment Management
United Kingdom
$247K +$150M +2,530,110 +181%
CWM
1775
Circle Wealth Management
New Jersey
$246K +$6.53K +110 +3%

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.