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Broadcom
AVGO

Overview Fund Activity

2,854 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 545 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,854
Holders Change
+409
Holders Change %
+16.73%
% of All Funds
41.84%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.81%
New
545
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 %
BONST
2526
Bank of Nova Scotia Trust
Ontario, Canada
$243K +$243K +2,180 New
FAM
2527
Family Asset Management
South Carolina
$243K -$26.8K -240 -10%
AI
2528
Accredited Investors
Minnesota
$243K +$243K +2,180 New
RFP
2529
Root Financial Partners
California
$243K +$243K +2,170 New
TA
2530
TFB Advisors
Kansas
$242K -$606K -5,430 -71%
SNB
2531
Security National Bank
Nebraska
$242K -$96K -860 -28%
AIMC
2532
Alley Investment Management Company
Illinois
$242K +$242K +2,170 New
IAS
2533
Investment Advisory Services
Texas
$241K +$241K +2,160 New
CIM
2534
Corbyn Investment Management
Maryland
$241K +$241K +2,160 New
ICP
2535
Interchange Capital Partners
Pennsylvania
$241K -$118K -1,060 -33%
KV
2536
Kickstand Ventures
New York
$240K +$240K +2,150 New
PFM
2537
Peak Financial Management
Massachusetts
$240K +$240K +2,150 New
HFS
2538
Heritage Financial Services
Massachusetts
$240K +$240K +2,150 New
MCM
2539
Mill Capital Management
North Carolina
$240K +$240K +2,150 New
MAG
2540
Mayfair Advisory Group
Alabama
$240K +$240K +2,210 New
HNW
2541
High Note Wealth
Minnesota
$239K +$239K +2,140 New
CCM
2542
Crew Capital Management
Ohio
$239K +$239K +2,140 New
CFO
2543
Collective Family Office
Pennsylvania
$239K +$239K +2,140 New
YWM
2544
Yoder Wealth Management
California
$239K +$239K +2,140 New
SEP
2545
Southland Equity Partners
Missouri
$238K +$238K +2,130 New
PG
2546
Prostatis Group
Maryland
$237K +$237K +2,130 New
RWA
2547
Rooted Wealth Advisors
Illinois
$237K +$237K +1,940 New
BCM
2548
Bienville Capital Management
New York
$237K +$237K +2,120 New
VAMG
2549
Voisard Asset Management Group
Michigan
$237K +$237K +2,120 New
CWS
2550
Cypress Wealth Services
California
$236K +$236K +2,110 New
100 101
102
103 104