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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
LMKC
1801
L.M. Kohn & Company
Ohio
$231K +$218K +3,670 New
HCP
1802
Hexagon Capital Partners
Arkansas
$230K +$38K +640 +21%
GSIS
1803
Global Strategic Investment Solutions
Arizona
$230K +$217K +3,660 New
MF
1804
Manchester Financial
California
$229K +$32.1K +540 +17%
V
1805
VeraBank
Texas
$228K -$11.3K -190 -5%
AWM
1806
Accel Wealth Management
Iowa
$228K
VA
1807
Valmark Advisers
Ohio
$228K +$215K +3,620 New
RCG
1808
Rock Creek Group
District of Columbia
$227K -$122K -2,060 -36%
HWM
1809
Hemington Wealth Management
Virginia
$227K +$214K +3,600 New
RWA
1810
Roberts Wealth Advisors
California
$226K
WWG
1811
West Wealth Group
California
$225K -$594 -10 -0.3%
TCOK
1812
Trust Company of Kansas
Kansas
$224K
CAWM
1813
Capital Advisors Wealth Management
Washington
$224K +$19K +320 +10%
FMWA
1814
Forvis Mazars Wealth Advisors
Missouri
$224K +$211K +3,560 New
SFI
1815
SPC Financial Inc
Maryland
$222K +$210K +3,530 New
MIG
1816
McGuire Investment Group
Rhode Island
$221K +$1.78K +30 +0.9%
TPWA
1817
TRUE Private Wealth Advisors
Oregon
$220K -$7.13K -120 -3%
AA
1818
Aire Advisors
California
$220K +$206K +3,460 New
WA
1819
Waverly Advisors
Alabama
$220K +$207K +3,490 New
CFAM
1820
Center For Asset Management
Florida
$218K +$206K +3,460 New
MAG
1821
MRA Advisory Group
New Jersey
$216K -$5.35K -90 -3%
PWM
1822
PBMares Wealth Management
Virginia
$216K
BFA
1823
Beacon Financial Advisory
Ohio
$216K +$2.38K +40 +1%
RIM
1824
Redwood Investment Management
Arizona
$215K -$54.1K -910 -21%
AWM
1825
Aevitas Wealth Management
Massachusetts
$215K +$17.8K +300 +10%

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.