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Broadcom

1,998 hedge funds and large institutions have $157B invested in Broadcom in 2022 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 911 increasing their positions, 727 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 727

3% less funds holding

Funds holding: 2,0581,998 (-60)

2.97% less ownership

Funds ownership: 809.26%806.29% (-3%)

14% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 163

24% less capital invested

Capital invested by funds: $207B → $157B (-$49.1B)

25% less call options, than puts

Call options by funds: $2.61B | Put options by funds: $3.45B

35% less funds holding in top 10

Funds holding in top 10: 160104 (-56)

Holders
1,998
Holders Change
-60
Holders Change %
-2.92%
% of All Funds
33.66%
Holding in Top 10
104
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-35%
% of All Funds
1.75%
New
140
Increased
911
Reduced
727
Closed
163
Calls
$2.61B
Puts
$3.45B
Net Calls
-$846M
Net Calls Change
+$1.79B
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
1801
Capital Directions Investment Advisors
Georgia
$135K
LPIC
1802
LeJeune Puetz Investment Counsel
Michigan
$131K
FCB
1803
First Command Bank
Texas
$130K -$67.9K -1,210 -31%
FCFS
1804
First Command Financial Services
Texas
$130K -$67.9K -1,210 -31%
EBA
1805
Eagle Bay Advisors
New York
$129K +$85.9K +1,530 +135%
CFA
1806
CWS Financial Advisors
Michigan
$128K +$148K +2,640 New
PB
1807
Pinnacle Bancorp
Nebraska
$124K
PMFA
1808
Plante Moran Financial Advisors
Michigan
$123K -$32.6K -580 -19%
BC
1809
Bartlett & Co
Ohio
$123K +$35.4K +630 +33%
BCWM
1810
Bartlett & Co Wealth Management
Ohio
$123K +$35.4K +630 +33%
NFSG
1811
Newbridge Financial Services Group
Florida
$122K -$30.3K -540 -18%
KFP
1812
KB Financial Partners
New Jersey
$122K -$28.6K -510 -17%
IIL
1813
Insight Inv LLC
California
$120K +$139K +2,480 New
NIC
1814
Northwest Investment Counselors
Oregon
$119K -$5.05K -90 -4%
OPW
1815
Oxler Private Wealth
New York
$117K +$134K +2,390 New
CWM
1816
Curi Wealth Management
North Carolina
$115K -$24.7K -440 -16%
EIP
1817
Ellis Investment Partners
Pennsylvania
$114K +$1.12K +20 +0.9%
WWMSC
1818
Wagner Wealth Management (South Carolina)
South Carolina
$113K +$131K +2,330 New
AP
1819
Arlington Partners
Alabama
$108K +$38.2K +680 +44%
EI
1820
Ellevest Inc
New York
$105K -$48.8K -870 -29%
BAM
1821
Baldrige Asset Management
Pennsylvania
$104K
GC
1822
Garde Capital
Washington
$104K
GIA
1823
GHP Investment Advisors
Colorado
$98K -$14.6K -260 -11%
SC
1824
Sierra Capital
Florida
$98K -$1.68K -30 -1%
DWP
1825
Destiny Wealth Partners
Florida
$98K

AVGO Hedge Fund Activity: Q2 2022 in Review

1,998 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2022, worth a combined $157B — down 24% from $207B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of AVGO and 140 opened new positions — a net loss of 23 holders — while 727 trimmed existing stakes and 911 added.

The largest buyer was Morgan Stanley, adding an estimated $854M. The largest seller was Capital Research Global Investors, cutting an estimated $1.12B.

  • 1,998 institutional investors held Broadcom (AVGO) as of Q2 2022, down from 2,058 in Q1 2022.
  • Funds reported $157B of Broadcom stock for Q2 2022, down 24% quarter-over-quarter.
  • 140 funds opened new Broadcom positions in Q2 2022 and 163 closed out, a net change of -23 holders.
  • The largest Broadcom buyer in Q2 2022 was Morgan Stanley, an estimated $854M added.
  • The largest Broadcom seller in Q2 2022 was Capital Research Global Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2022.