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Broadcom

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: 7786 (+9)

2% more funds holding

Funds holding: 1,7231,755 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1801
Camelot Portfolios
Ohio
-$445K -9,330 Closed
MSU
1802
Mizuho Securities USA
New York
-$319K -6,680 Closed
IA
1803
Inspire Advisors
Idaho
-$305K -6,400 Closed
GCP
1804
GSA Capital Partners
United Kingdom
-$288K -6,030 Closed
PL
1805
Parthenon LLC
Kentucky
-$271K -5,690 Closed
PTP
1806
Platform Technology Partners
New York
-$268K -5,630 Closed
RQS
1807
Ramsey Quantitative Systems
Kentucky
-$253K -5,300 Closed
PAA
1808
Peregrine Asset Advisers
Oregon
-$242K -5,080 Closed
LDFR
1809
Lehman & Derafelo Financial Resources
Pennsylvania
-$234K -4,900 Closed
WW
1810
Westshore Wealth
California
-$227K -4,770 Closed
EWM
1811
Executive Wealth Management
Michigan
-$214K -4,490 Closed
BWG
1812
Beta Wealth Group
California
-$212K -4,430 Closed
PMG
1813
ProVise Management Group
Florida
-$209K -4,380 Closed
KFP
1814
KB Financial Partners
New Jersey
-$188K -3,940 Closed
SWG
1815
Summit Wealth Group
Vermont
-$109K -2,280 Closed
PA
1816
Perennial Advisors
New York
-$98K -2,050 Closed
GAM
1817
Gemmer Asset Management
California
-$83K -1,750 Closed
SL
1818
Savior LLC
Massachusetts
-$58.8K -1,210 Closed
BC
1819
Burleson & Co
California
-$52K -1,100 Closed
FM
1820
Freemont Management
Switzerland
-$48K -1,000 Closed
RDWM
1821
Red Door Wealth Management
Tennessee
-$47K -990 Closed
FFG
1822
Ford Financial Group
California
-$11K -240 Closed
ACM
1823
Anfield Capital Management
California
-$10K -210 Closed
AF
1824
Arrow Financial
New York
-$6K -130 Closed
CG
1825
Cutler Group
California
-$6.32K -130 Closed

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.