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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
SB
1851
Sunflower Bank
Texas
$203K +$192K +3,230 New
SVCP
1852
Silicon Valley Capital Partners
California
$202K
BCP
1853
Blackhawk Capital Partners
Wisconsin
$202K +$10.7K +180 +6%
CWP
1854
Capital Wealth Planning
Florida
$201K -$550K -9,260 -74%
PI
1855
Parkside Investments
Illinois
$201K +$1.19K +20 +0.6%
LWA
1856
Lenox Wealth Advisors
New York
$197K -$8.91K -150 -4%
PMFA
1857
Plante Moran Financial Advisors
Michigan
$196K -$126K -2,120 -41%
EL
1858
EMFO LLC
Florida
$195K
NFSG
1859
Newbridge Financial Services Group
Florida
$192K +$61.2K +1,030 +51%
KFP
1860
KB Financial Partners
New Jersey
$191K -$24.4K -410 -12%
EI
1861
Ellevest Inc
New York
$191K +$60.6K +1,020 +51%
MTIC
1862
Missouri Trust & Investment Company
Missouri
$190K -$26.7K -450 -13%
CCA
1863
Column Capital Advisors
Indiana
$190K +$65.3K +1,100 +58%
BCM
1864
Blume Capital Management
California
$189K
AP
1865
Atwood & Palmer
Missouri
$185K -$59.4K -1,000 -25%
CMBA
1866
C.M. Bidwell & Associates
Hawaii
$183K
CCA
1867
Catalyst Capital Advisors
New York
$179K -$22K -370 -12%
IUHSA
1868
Itau Unibanco Holding S.A.
Brazil
$179K +$17.8K +300 +12%
CWM
1869
Curi Wealth Management
North Carolina
$177K +$44.5K +750 +36%
CDIA
1870
Capital Directions Investment Advisors
Georgia
$175K +$165K +2,780 New
HIIFS
1871
Harel Insurance Investments & Financial Services
Israel
$173K -$80.8K -1,360 -33%
LPIC
1872
LeJeune Puetz Investment Counsel
Michigan
$170K
DHGWA
1873
Dixon Hughes Goodman Wealth Advisors
North Carolina
$162K +$19K +320 +14%
PB
1874
Pinnacle Bancorp
Nebraska
$161K -$23.8K -400 -14%
NIC
1875
Northwest Investment Counselors
Oregon
$160K +$19K +320 +14%

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.