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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
SBL
1826
Sargent Bickham Lagudis
Colorado
$98K +$37.6K +670 +50%
CAM
1827
Close Asset Management
United Kingdom
$97K
WR
1828
WD Rutherford
Oregon
$97K
HI
1829
Hudock Inc
Pennsylvania
$96K +$6.74K +120 +6%
MCA
1830
Maryland Capital Advisors
Maryland
$95K
ACA
1831
Atlas Capital Advisors
Wyoming
$94.2K +$14.6K +260 +15%
KA
1832
Kozak & Associates
Colorado
$93K
SC
1833
Seldon Capital
California
$93K
EARNEST Partners
1834
EARNEST Partners
Georgia
$90K
BWL
1835
Bogart Wealth LLC
Virginia
$90K +$9.54K +170 +10%
BLC
1836
Brown, Lisle/Cummings
Rhode Island
$87.4K
PPWM
1837
PFG Private Wealth Management
Florida
$85K +$561 +10 +0.6%
CHA
1838
Carmichael Hill & Associates
Maryland
$83K +$44.9K +800 +89%
NL
1839
NVWM LLC
Pennsylvania
$82K -$3.37K -60 -3%
HNWAG
1840
High Net Worth Advisory Group
Florida
$82K
CJL
1841
Cyrus J. Lawrence
New York
$78K -$3.93K -70 -4%
SOW
1842
State of Wyoming
Wyoming
$74K -$102K -1,820 -54%
GCM
1843
Gables Capital Management
Florida
$72K
HWA
1844
Heritage Wealth Advisors
Virginia
$69K +$28.1K +500 +54%
HFS
1845
Heritage Financial Services
Massachusetts
$69K +$80.3K +1,430 New
LSV Asset Management
1846
LSV Asset Management
Illinois
$68K
BIA
1847
Bell Investment Advisors
California
$68K +$78K +1,390 New
PO
1848
Private Ocean
California
$67K
JWM
1849
Janiczek Wealth Management
Colorado
$67K +$6.74K +120 +11%
AF
1850
Arrow Financial
New York
$67K +$76.9K +1,370 New

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.