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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
MCM
1851
MV Capital Management
Maryland
$66K -$7.86K -140 -9%
T
1852
TOBAM
France
$66K +$75.8K +1,350 New
UWM
1853
Urban Wealth Management
California
$64K +$73.5K +1,310 New
RG
1854
Retirement Group
California
$62K +$12.3K +220 +12%
HFA
1855
HC Financial Advisors
California
$61K +$14K +250 +25%
CWA
1856
Clearview Wealth Advisors
Oregon
$59K -$5.61K -100 -8%
BAMCO Inc
1857
BAMCO Inc
New York
$59K
PCTC
1858
Perkins Coie Trust Company
Washington
$59K
APC
1859
Aspire Private Capital
North Carolina
$54K
SC
1860
Solstein Capital
California
$54K
JWA
1861
JFS Wealth Advisors
Pennsylvania
$52K -$13.5K -240 -18%
LSA
1862
Lansing Street Advisors
Pennsylvania
$51K -$3.93K -70 -6%
NSIM
1863
North Star Investment Management
Illinois
$50K
ME
1864
McIlrath & Eck
Washington
$49K -$6.74K -120 -11%
FFC
1865
First Financial Corp
Indiana
$49K
PCC
1866
Park Circle Company
Maryland
$49K
CH
1867
Canton Hathaway
Rhode Island
$48K
HWA
1868
HHM Wealth Advisors
Tennessee
$48K +$19.1K +340 +52%
T2I
1869
Turim 21 Investimentos
Brazil
$46K
SWM
1870
Sugarloaf Wealth Management
Georgia
$46K +$53.3K +950 New
AWMS
1871
Advocacy Wealth Management Services
Georgia
$45K +$3.37K +60 +7%
CP
1872
Castleview Partners
Texas
$44.6K +$427K +7,610 +19,025%
TC
1873
Tacita Capital
Ontario, Canada
$41K -$14K -250 -23%
CHC
1874
City Holding Co
West Virginia
$41K
GLLW
1875
Graves Light Lenhart Wealth
Virginia
$38K

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.