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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
2476
Rollins Financial
Georgia
$268K -$36.9K -330 -12%
RFA
2477
Rollins Financial Advisors
New York
$268K +$268K +2,400 New
MCAI
2478
Members Capital Advisors Inc
Wisconsin
$268K -$55.8K -500 -17%
MPI
2479
Mairs & Power Inc
Minnesota
$268K +$268K +2,400 New
MPW
2480
MA Private Wealth
California
$268K +$268K +2,400 New
MKA
2481
M. Kulyk & Associates
Georgia
$268K +$268K +2,400 New
SFG
2482
Sunburst Financial Group
Alabama
$268K +$268K +2,400 New
MCM
2483
MV Capital Management
Maryland
$267K +$15.6K +140 +6%
AOI
2484
Auto-Owners Insurance
Michigan
$267K +$267K +2,390 New
SIG
2485
Sky Investment Group
Connecticut
$266K +$266K +2,380 New
CBA
2486
Coastal Bridge Advisors
Connecticut
$266K +$266K +2,380 New
LF
2487
Lantz Financial
Illinois
$266K +$266K +2,380 New
SHFA
2488
SC&H Financial Advisors
Maryland
$265K +$265K +2,380 New
SAI
2489
Savvy Advisors Inc
New York
$265K +$265K +2,370 New
ABLA
2490
Alan B. Lancz & Associates
Ohio
$265K +$265K +2,370 New
ICM
2491
Intrepid Capital Management
Florida
$263K +$27.9K +250 +12%
VCM
2492
Versant Capital Management
Arizona
$263K +$30.1K +270 +13%
FG
2493
Foster Group
Iowa
$261K – – –
WIC
2494
Whitegate Investment Counselors
New Hampshire
$261K +$261K +2,340 New
MPW
2495
MGO Private Wealth
California
$261K +$261K +2,340 New
MWA
2496
Motive Wealth Advisors
Michigan
$259K -$56.9K -510 -18%
AT
2497
Arvest Trust
Oklahoma
$259K +$259K +2,320 New
LFS
2498
Lutz Financial Services
Nebraska
$258K -$16.7K -150 -6%
TPA
2499
Trivium Point Advisory
Connecticut
$258K +$258K +2,310 New
RFP
2500
Roth Financial Partners
Texas
$257K +$87.1K +780 +51%
98 99
100
101 102