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Broadcom
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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
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
251
Logan Capital Management
Pennsylvania
$61.5M -$8.99M -108,200 -13%
NA
252
NewEdge Advisors
Louisiana
$61.2M +$26.3M +316,990 +76%
FPCG
253
Fort Pitt Capital Group
Pennsylvania
$60.4M +$525K +6,320 +0.9%
PA
254
Pinnacle Associates
New York
$60.1M -$504K -6,070 -0.8%
GKIM
255
GW&K Investment Management
Massachusetts
$60M -$1.51M -18,130 -2%
DCM
256
Donaldson Capital Management
Indiana
$59.9M -$17M -204,570 -22%
CNB
257
Czech National Bank
Czech Republic
$59.9M +$18.9M +227,740 +46%
Creative Planning
258
Creative Planning
Kansas
$59.5M +$12.8M +153,890 +27%
RCM
259
RNC Capital Management
California
$59.1M -$2.78M -33,490 -4%
ASC
260
Atalanta Sosnoff Capital
New York
$58.6M -$18.7M -225,110 -24%
BMSSC
261
B. Metzler seel. Sohn & Co
Germany
$58.4M -$5.35M -64,400 -8%
FLPIM
262
F.L. Putnam Investment Management
Massachusetts
$58.2M -$880K -10,600 -1%
URS
263
Utah Retirement Systems
Utah
$57.9M -$359K -4,320 -0.6%
BCIM
264
British Columbia Investment Management
British Columbia, Canada
$57.8M -$134K -1,610 -0.2%
VDI
265
Vaughan David Investments
Illinois
$57.7M -$1.17M -14,110 -2%
ZIC
266
ZWJ Investment Counsel
Georgia
$57.6M -$1.87M -22,530 -3%
BTCPP
267
Border to Coast Pensions Partnership
United Kingdom
$57.1M – – –
UB
268
UMB Bank
Missouri
$56.8M +$4.02M +48,390 +8%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$55.6M -$1.42M -17,140 -2%
HIMC
270
Heritage Investors Management Corp
Maryland
$54.8M -$1.31M -15,800 -2%
STA
271
Summit Trail Advisors
New York
$54.7M +$228K +2,740 +0.4%
WFMPM
272
Woodley Farra Manion Portfolio Management
Indiana
$54.6M +$510K +6,140 +0.9%
UCFA
273
United Capital Financial Advisors
Texas
$54.2M -$2.72M -32,700 -5%
SOADOR
274
State of Alaska Department of Revenue
Alaska
$54M -$2.21M -26,550 -4%
FAM
275
Fred Alger Management
New York
$53.9M +$39.1M +470,590 +263%
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