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Broadcom
AVGO

2,874 hedge funds and large institutions have $406B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 552 funds opening new positions, 1,157 increasing their positions, 953 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more first-time investments, than exits

New positions opened: 552 | Existing positions closed: 99

66% more funds holding in top 10

Funds holding in top 10: 243 → 403 (+160)

46% more capital invested

Capital invested by funds: $277B → $406B (+$129B)

21% more repeat investments, than reductions

Existing positions increased: 1,157 | Existing positions reduced: 953

17% more funds holding

Funds holding: 2,458 → 2,874 (+416)

30.3% less ownership

Funds ownership: 807.81% → 777.52% (-30%)

32% less call options, than puts

Call options by funds: $9.82B | Put options by funds: $14.5B

Holders
2,874
Holders Change
+416
Holders Change %
+16.92%
% of All Funds
41.9%
Holding in Top 10
403
Holding in Top 10 Change
+160
Holding in Top 10 Change %
+65.84%
% of All Funds
5.87%
New
552
Increased
1,157
Reduced
953
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.49B
2
BlackRock
BlackRock
New York
+$3.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.93B
4
State Street
State Street
Massachusetts
+$1.84B
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.33B

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$991M
2
DZ Bank
DZ Bank
Germany
-$662M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$563M
4
Bank of America
Bank of America
North Carolina
-$471M
5
Capital World Investors
Capital World Investors
California
-$392M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
2551
Investment Advisory Services
Texas
$241K +$205K +2,160 New
CIM
2552
Corbyn Investment Management
Maryland
$241K +$205K +2,160 New
ICP
2553
Interchange Capital Partners
Pennsylvania
$241K -$100K -1,060 -33%
KV
2554
Kickstand Ventures
New York
$240K +$204K +2,150 New
HFS
2555
Heritage Financial Services
Massachusetts
$240K +$204K +2,150 New
MCM
2556
Mill Capital Management
North Carolina
$240K +$204K +2,150 New
PFM
2557
Peak Financial Management
Massachusetts
$240K +$204K +2,150 New
MAG
2558
Mayfair Advisory Group
Alabama
$240K +$209K +2,210 New
CFO
2559
Collective Family Office
Pennsylvania
$239K +$203K +2,140 New
CCM
2560
Crew Capital Management
Ohio
$239K +$203K +2,140 New
HNW
2561
High Note Wealth
Minnesota
$239K +$203K +2,140 New
YWM
2562
Yoder Wealth Management
California
$239K +$203K +2,140 New
SEP
2563
Southland Equity Partners
Missouri
$238K +$202K +2,130 New
PG
2564
Prostatis Group
Maryland
$237K +$202K +2,130 New
RWA
2565
Rooted Wealth Advisors
Illinois
$237K +$184K +1,940 New
BCM
2566
Bienville Capital Management
New York
$237K +$201K +2,120 New
VAMG
2567
Voisard Asset Management Group
Michigan
$237K +$201K +2,120 New
CWS
2568
Cypress Wealth Services
California
$236K +$200K +2,110 New
CA
2569
Calton & Associates
Florida
$236K -$84.3K -890 -30%
WAM
2570
WFA Asset Management
Wisconsin
$236K +$197K +2,080 +6,933%
CA
2571
CapWealth Advisors
Tennessee
$236K +$200K +2,110 New
HSA
2572
Hussman Strategic Advisors
Maryland
$234K -$199K -2,100 -50%
IWA
2573
IVC Wealth Advisors
Pennsylvania
$234K +$199K +2,100 New
WCF
2574
West Coast Financial
California
$234K +$199K +2,100 New
PPW
2575
Pasadena Private Wealth
California
$232K +$197K +2,080 New
101 102
103
104 105

AVGO Hedge Fund Activity: Q4 2023 in Review

2,874 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2023, worth a combined $406B — up 46% from $277B a quarter earlier.

Buyers outnumbered sellers: 552 funds opened new AVGO positions and 99 closed out — a net gain of 453 holders — while 1,157 added to existing stakes and 953 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.49B. The largest seller was Ameriprise, cutting an estimated $991M.

  • 2,874 institutional investors held Broadcom (AVGO) as of Q4 2023, up from 2,458 in Q3 2023.
  • Funds reported $406B of Broadcom stock for Q4 2023, up 46% quarter-over-quarter.
  • 552 funds opened new Broadcom positions in Q4 2023 and 99 closed out, a net change of +453 holders.
  • The largest Broadcom buyer in Q4 2023 was Morgan Stanley, an estimated $6.49B added.
  • The largest Broadcom seller in Q4 2023 was Ameriprise, an estimated $991M sold.

Based on aggregated 13F filings for Q4 2023.