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
JG
1776
Jefferies Group
New York
-$228K -4,920 Closed
SAS
1777
Stelac Advisory Services
New York
-$213K -4,600 Closed
BO
1778
BRR OpCo
Ohio
-$211K -4,550 Closed
FC
1779
Fulcrum Capital
Washington
-$210K -4,520 Closed
OWA
1780
Outlook Wealth Advisors
Texas
-$206K -4,440 Closed
SMF
1781
Sterling Manor Financial
New York
-$204K -4,390 Closed
HI
1782
Hoey Investments
Pennsylvania
-$175K -3,780 Closed
WAM
1783
Wolverine Asset Management
Illinois
-$157K -3,400 Closed
CL
1784
COWA LLC
Oklahoma
-$158K -3,250 Closed
MF
1785
Manchester Financial
California
-$130K -2,800 Closed
GC
1786
Garde Capital
Washington
-$128K -2,760 Closed
DWP
1787
Destiny Wealth Partners
Florida
-$93K -2,010 Closed
MLFP
1788
MPS Loria Financial Planners
Illinois
-$60K -1,310 Closed
GSAM
1789
Grant Street Asset Management
Pennsylvania
-$46K -990 Closed
NIC
1790
Northwest Investment Counselors
Oregon
-$45K -970 Closed
CAC
1791
Certified Advisory Corp
Florida
-$40K -870 Closed
MWP
1792
Meridian Wealth Partners
Pennsylvania
-$31K -660 Closed
WCM
1793
Wealthcare Capital Management
Virginia
-$31K -660 Closed
SWP
1794
ShoreHaven Wealth Partners
New Jersey
-$27K -590 Closed
MWM
1795
Mascoma Wealth Management
New Hampshire
-$24K -520 Closed
M1FG
1796
Mach-1 Financial Group
Arkansas
-$19K -410 Closed
BAM
1797
Bellevue Asset Management
Washington
-$15K -320 Closed
AS
1798
Altshuler Shaham
Israel
-$7K -150 Closed
LPWM
1799
Lake Point Wealth Management
Texas
+$463 +10 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.