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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
MLL
301
Moody Lynn & Lieberson
Massachusetts
$34.9M +$94.5K +1,570 +0.3%
SI
302
Stephens Inc
Arkansas
$34.8M +$911K +15,140 +3%
Creative Planning
303
Creative Planning
Kansas
$34.7M +$1.29M +21,460 +4%
CM
304
Churchill Management
California
$34.6M -$1.06M -17,700 -3%
BCIM
305
British Columbia Investment Management
British Columbia, Canada
$34.5M +$874K +14,520 +3%
WT
306
Washington Trust
Rhode Island
$33.9M -$869K -14,440 -3%
MIM
307
Marco Investment Management
Georgia
$33.6M -$1.71M -28,500 -5%
CT
308
Cambridge Trust
Massachusetts
$33.4M +$18K +300 +0.1%
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$33.2M +$2.54M +42,220 +9%
AIA
310
Avalon Investment & Advisory
Texas
$32.9M -$940K -15,630 -3%
RG
311
Renaissance Group
Kentucky
$32.3M +$723K +12,020 +2%
AIM
312
Artemis Investment Management
United Kingdom
$31.9M -$85.1M -1,414,750 -74%
AT
313
Avalon Trust
New Mexico
$31.8M +$29.9M +496,210 New
CNB
314
Czech National Bank
Czech Republic
$31.6M +$1.09M +18,090 +4%
Vontobel Holding
315
Vontobel Holding
Switzerland
$31.4M -$4.56M -75,780 -13%
VMPIC
316
Varma Mutual Pension Insurance Co
Finland
$31.2M -$5.41M -90,000 -16%
MICM
317
Matthews International Capital Management
California
$31.1M +$5.24M +87,080 +22%
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$30.8M +$1.02M +17,000 +4%
SCM
319
Shelton Capital Management
Colorado
$30.7M +$27.6M +458,590 +2,293%
ACM
320
Analog Century Management
New York
$30.5M +$8.24M +136,900 +40%
PHAM
321
Pacific Heights Asset Management
California
$30.5M
GT
322
Glenview Trust
Kentucky
$30.4M +$482K +8,010 +2%
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$30.4M +$6.79M +112,870 +31%
ERIM
324
Eagle Ridge Investment Management
Connecticut
$30.3M +$11.7M +194,180 +70%
CCM
325
Chilton Capital Management
Texas
$29.7M -$483K -8,020 -2%

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.