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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 %
SHFA
2526
SC&H Financial Advisors
Maryland
– -$206K -2,380 Closed
GHA
2527
Granite Harbor Advisors
Texas
– -$206K -2,370 Closed
WMP
2528
Wealth Management Partners
Arizona
– -$204K -2,350 Closed
MPW
2529
MGO Private Wealth
California
– -$203K -2,340 Closed
LFG
2530
Lockerman Financial Group
California
– -$202K -2,330 Closed
PAM
2531
Palisade Asset Management
Minnesota
– -$201K -2,320 Closed
SCM
2532
Schnieders Capital Management
California
– -$200K -2,310 Closed
MS
2533
Mizuho Securities
Japan
– -$191K -2,200 Closed
CWA
2534
Clearview Wealth Advisors
Oregon
– -$91.1K -1,050 Closed
WAM
2535
Worth Asset Management
Texas
– -$88.5K -1,020 Closed
SF
2536
Safeguard Financial
Wisconsin
– -$75K -870 Closed
RI
2537
Ridgewood Investments
New Jersey
– -$46.8K -540 Closed
DI
2538
Disciplined Investments
Oklahoma
– -$26.9K -310 Closed
BG
2539
Bollard Group
Massachusetts
– -$26K -300 Closed
MCI
2540
MRP Capital Investments
Georgia
– -$18.2K -210 Closed
DCP
2541
Distillate Capital Partners
Illinois
– -$15.6K -180 Closed
OPTFSNA
2542
Old Point Trust & Financial Services N A
Virginia
– -$14.7K -170 Closed
FCG
2543
Financial Connections Group
California
– -$14K -170 Closed
RBC
2544
Roble Belko & Company
Pennsylvania
– -$4K -50 Closed
2L
2545
25 LLC
Missouri
– -$2.67K -30 Closed
98 99 100 101
102