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Broadcom

1,755 hedge funds and large institutions have $162B invested in Broadcom in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 842 increasing their positions, 560 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 76

50% more repeat investments, than reductions

Existing positions increased: 842 | Existing positions reduced: 560

12% more funds holding in top 10

Funds holding in top 10: 7786 (+9)

2% more funds holding

Funds holding: 1,7231,755 (+32)

2% more capital invested

Capital invested by funds: $159B → $162B (+$2.92B)

3.28% less ownership

Funds ownership: 815.1%811.82% (-3.3%)

42% less call options, than puts

Call options by funds: $2.8B | Put options by funds: $4.87B

Holders
1,755
Holders Change
+32
Holders Change %
+1.86%
% of All Funds
30.72%
Holding in Top 10
86
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.69%
% of All Funds
1.51%
New
130
Increased
842
Reduced
560
Closed
76
Calls
$2.8B
Puts
$4.87B
Net Calls
-$2.07B
Net Calls Change
-$501M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$18.7B -$359M -7,388,970 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.5B +$140M +2,877,900 +0.8%
Capital International Investors
3
Capital International Investors
California
$16.6B +$132M +2,720,510 +0.8%
BlackRock
4
BlackRock
New York
$13.3B +$137M +2,807,710 +1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$12.6B -$502M -10,328,300 -4%
State Street
6
State Street
Massachusetts
$7.75B +$57.1M +1,173,370 +0.7%
Bank of America
7
Bank of America
North Carolina
$4.2B +$230M +4,729,820 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.2B +$79.8M +1,641,130 +3%
Ameriprise
9
Ameriprise
Minnesota
$3.17B +$4.49M +92,290 +0.1%
Northern Trust
10
Northern Trust
Illinois
$2.34B +$55.2M +1,134,610 +2%
Charles Schwab
11
Charles Schwab
California
$2.14B +$51.9M +1,066,610 +2%
N
12
Nuveen
North Carolina
$1.85B +$102M +2,089,740 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.84B +$1.71M +35,260 +0.1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.79B -$63M -1,295,730 -3%
Norges Bank
15
Norges Bank
Norway
$1.78B -$52.9M -1,087,080 -3%
Morgan Stanley
16
Morgan Stanley
New York
$1.63B +$212M +4,362,500 +15%
ClearBridge Investments
17
ClearBridge Investments
New York
$1.54B -$17.2M -352,840 -1%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.21B +$37.5M +770,420 +3%
Wells Fargo
19
Wells Fargo
California
$1.19B +$6.03M +124,040 +0.5%
Invesco
20
Invesco
Georgia
$1.12B +$5.64M +115,930 +0.5%
UBS AM
21
UBS AM
Illinois
$980M +$197M +4,060,910 +25%
UBS Group
22
UBS Group
Switzerland
$950M -$69M -1,418,270 -7%
Goldman Sachs
23
Goldman Sachs
New York
$876M +$258M +5,305,310 +42%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$861M +$26.9M +553,230 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$792M +$57.1M +1,175,090 +8%

AVGO Hedge Fund Activity: Q3 2021 in Review

1,755 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2021, worth a combined $162B — up 1.8% from $159B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new AVGO positions and 76 closed out — a net gain of 54 holders — while 842 added to existing stakes and 560 trimmed.

The largest buyer was Swedbank, adding an estimated $408M. The largest seller was Capital Research Global Investors, cutting an estimated $502M.

  • 1,755 institutional investors held Broadcom (AVGO) as of Q3 2021, up from 1,723 in Q2 2021.
  • Funds reported $162B of Broadcom stock for Q3 2021, up 1.8% quarter-over-quarter.
  • 130 funds opened new Broadcom positions in Q3 2021 and 76 closed out, a net change of +54 holders.
  • The largest Broadcom buyer in Q3 2021 was Swedbank, an estimated $408M added.
  • The largest Broadcom seller in Q3 2021 was Capital Research Global Investors, an estimated $502M sold.

Based on aggregated 13F filings for Q3 2021.