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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
SSW
2076
Smith Shellnut Wilson
Mississippi
-$254K -4,040 Closed
HL
2077
HeadInvest LLC
Maine
-$254K -4,030 Closed
HFG
2078
Heron Financial Group
New York
-$254K -4,030 Closed
RB
2079
Renasant Bank
Mississippi
-$253K -4,010 Closed
UL
2080
Unionview LLC
Washington
-$253K -4,010 Closed
WDG
2081
Wealth Dimensions Group
Ohio
-$249K -3,960 Closed
DTC
2082
Davidson Trust Company
Washington
-$249K -3,950 Closed
RFP
2083
Roth Financial Partners
Texas
-$249K -3,950 Closed
CWM
2084
Circle Wealth Management
New Jersey
-$246K -3,910 Closed
RFN
2085
Redwood Financial Network
Ohio
-$246K -3,900 Closed
UF
2086
Univest Financial
Pennsylvania
-$244K -3,870 Closed
BB
2087
Berkshire Bank
Massachusetts
-$241K -3,830 Closed
RWI
2088
Red Wave Investments
Pennsylvania
-$240K -3,810 Closed
MSS
2089
Mitchell Sinkler & Starr
Pennsylvania
-$239K -3,800 Closed
SAF
2090
Smith Anglin Financial
Texas
-$240K -3,800 Closed
CWA
2091
Clarity Wealth Advisors
California
-$238K -3,780 Closed
TAM
2092
Trillium Asset Management
Massachusetts
-$238K -3,780 Closed
MSAM
2093
Moloney Securities Asset Management
Missouri
-$235K -3,730 Closed
FWTB
2094
First Western Trust Bank
Colorado
-$206K -3,670 Closed
LMKC
2095
L.M. Kohn & Company
Ohio
-$231K -3,670 Closed
PWM
2096
PRW Wealth Management
Massachusetts
-$231K -3,670 Closed
GSIS
2097
Global Strategic Investment Solutions
Arizona
-$230K -3,660 Closed
MF
2098
Manchester Financial
California
-$229K -3,640 Closed
HWM
2099
Hemington Wealth Management
Virginia
-$227K -3,600 Closed
RWA
2100
Roberts Wealth Advisors
California
-$226K -3,600 Closed

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.