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Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.59B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$561M
4
DZ Bank
DZ Bank
Germany
$790M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.38B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.99B
2
Capital Research Global Investors
Capital Research Global Investors
California
$15B
3
Bank of America
Bank of America
North Carolina
$6.31B
4
Capital International Investors
Capital International Investors
California
$18.5B
5
Macquarie Group
Macquarie Group
Australia
$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
2501
NBW Capital
Massachusetts
– -$353K -4,070 Closed
SPA
2502
Sherbrooke Park Advisers
New York
– -$347K -4,000 Closed
PFA
2503
Peak Financial Advisors
Colorado
– -$331K -3,820 Closed
SCM
2504
Saba Capital Management
New York
– -$322K -3,710 Closed
GA
2505
Goldstein Advisors
Wisconsin
– -$309K -3,560 Closed
SCA
2506
Sassicaia Capital Advisers
New York
– -$260K -3,000 Closed
CG
2507
Carmignac Gestion
France
– -$260K -3,000 Closed
KWA
2508
KCS Wealth Advisory
California
– -$254K -2,930 Closed
QC
2509
QCM Cayman
Texas
– -$252K -2,900 Closed
KA
2510
Kercheville Advisors
Texas
– -$246K -2,840 Closed
ODIJL
2511
One Day In July LLC
Vermont
– -$244K -2,810 Closed
MHS
2512
M Holdings Securities
Oregon
– -$243K -2,800 Closed
BWG
2513
Beta Wealth Group
California
– -$243K -2,800 Closed
YWM
2514
Yoder Wealth Management
California
– -$234K -2,700 Closed
AA
2515
AlphaQ Advisors
Florida
– -$221K -2,550 Closed
BWA
2516
Bordeaux Wealth Advisors
California
– -$219K -2,520 Closed
CWM
2517
Curi Wealth Management
North Carolina
– -$218K -2,520 Closed
WP
2518
WMS Partners
Maryland
– -$218K -2,510 Closed
BIA
2519
Barry Investment Advisors
Massachusetts
– -$216K -2,490 Closed
WAG
2520
Winthrop Advisory Group
Massachusetts
– -$215K -2,470 Closed
AMCA
2521
Arthur M. Cohen & Associates
Illinois
– -$208K -2,400 Closed
PWA
2522
Peterson Wealth Advisors
Utah
– -$209K -2,390 Closed
CBA
2523
Coastal Bridge Advisors
Connecticut
– -$206K -2,380 Closed
CAM
2524
Claret Asset Management
Quebec, Canada
– -$207K -2,380 Closed
CFO
2525
Callan Family Office
Pennsylvania
– -$206K -2,380 Closed
98 99 100
101
102