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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
251
United Capital Financial Advisors
Texas
$46.7M -$908K -15,100 -2%
SOADOR
252
State of Alaska Department of Revenue
Alaska
$46.5M +$558K +9,270 +1%
VDI
253
Vaughan David Investments
Illinois
$45.9M -$314K -5,220 -0.7%
FPCG
254
Fort Pitt Capital Group
Pennsylvania
$45.8M +$127K +2,110 +0.3%
CI
255
Capital International
California
$45.5M +$6.89M +114,440 +19%
COPPSERS
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$45.4M +$1.43M +23,820 +3%
URS
257
Utah Retirement Systems
Utah
$45.1M +$128K +2,130 +0.3%
NYLIM
258
New York Life Investment Management
New York
$45.1M +$1.04M +17,250 +3%
CNAM
259
Campbell Newman Asset Management
Wisconsin
$45M -$2.99M -49,650 -7%
HIMC
260
Heritage Investors Management Corp
Maryland
$44.7M -$1.54M -25,650 -4%
BTCPP
261
Border to Coast Pensions Partnership
United Kingdom
$44M +$6.94M +115,320 +20%
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$43.9M +$33.1M +550,890 +413%
SEIA
263
Signature Estate & Investment Advisors
California
$43.8M -$5.95M -98,960 -13%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$43.6M +$227K +3,780 +0.6%
Twin Tree Management
265
Twin Tree Management
Texas
$43.2M +$25.4M +422,460 +168%
Janus Henderson Group
266
Janus Henderson Group
United Kingdom
$43M +$7.21M +119,790 +22%
CGIM
267
Capital Group Investment Management
Singapore
$42.8M -$16.9M -281,580 -30%
Walleye Trading
268
Walleye Trading
New York
$42.5M +$8.01M +133,220 +25%
STA
269
Summit Trail Advisors
New York
$42.2M +$221K +3,670 +0.6%
MCM
270
MAI Capital Management
Ohio
$42M -$482K -8,010 -1%
OPERF
271
Oregon Public Employees Retirement Fund
Oregon
$41.5M -$866K -14,400 -2%
PA
272
Pinnacle Associates
New York
$41.4M +$6.87M +114,110 +21%
MOACM
273
Mutual of America Capital Management
New York
$41.2M +$1.07M +17,780 +3%
UB
274
UMB Bank
Missouri
$41.1M +$81.2K +1,350 +0.2%
SLAM
275
Swiss Life Asset Management
$41M +$2.35M +38,990 +7%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.