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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
226
Logan Capital Management
Pennsylvania
$57.6M -$1.45M -24,120 -3%
WFMPM
227
Woodley Farra Manion Portfolio Management
Indiana
$57.2M +$937K +15,570 +2%
TPSF
228
Texas Permanent School Fund
Texas
$55.9M +$17.8M +295,780 +51%
CF
229
Cantor Fitzgerald
New York
$55.3M -$720K -11,960 -1%
KFC
230
Klingenstein Fields & Co
New York
$55.2M -$1.05M -17,520 -2%
DADC
231
D.A. Davidson & Co
Montana
$55.2M -$61.4K -1,020 -0.1%
ZIG
232
Zurich Insurance Group
Switzerland
$54.2M +$45.1M +750,230 +790%
DnB Asset Management
233
DnB Asset Management
Norway
$53.1M -$3.64M -60,530 -7%
PCMI
234
Paradigm Capital Management Inc
New York
$52.7M
OIAM
235
OFI Invest Asset Management
France
$52.6M +$20.3B +337,174,180 New
FMLI
236
Fukoku Mutual Life Insurance
Japan
$52.4M -$36.7K -610 -0.1%
SIA
237
Sit Investment Associates
Minnesota
$52.3M -$4.69M -77,950 -9%
TAM
238
Todd Asset Management
Kentucky
$52.2M +$40.9K +680 +0.1%
MIFH
239
Migdal Insurance & Financial Holdings
Israel
$52M -$26.3M -437,730 -35%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$51.2M +$4.11M +68,330 +9%
BNP Paribas Asset Management
241
BNP Paribas Asset Management
France
$51.2M -$720K -11,970 -1%
AssetMark Inc
242
AssetMark Inc
California
$51.1M +$99.3K +1,650 +0.2%
CI Investments Inc
243
CI Investments Inc
Ontario, Canada
$51.1M -$55.4M -920,050 -54%
BSA
244
Braun Stacey Associates
New York
$50.5M +$26.5M +439,670 +126%
II
245
IFM Investors
Australia
$49.9M +$3.57M +59,420 +8%
OAM
246
Oppenheimer Asset Management
New York
$49.7M -$2.58M -42,900 -5%
NAM
247
Nissay Asset Management
Japan
$49.3M +$3.58M +59,560 +8%
BMSSC
248
B. Metzler seel. Sohn & Co
Germany
$49.2M -$703K -11,690 -2%
Canada Pension Plan Investment Board
249
Canada Pension Plan Investment Board
Ontario, Canada
$47.6M +$17.9M +297,080 +67%
FLPIM
250
F.L. Putnam Investment Management
Massachusetts
$47.2M +$1.19M +19,760 +3%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.