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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
AIM
326
Achmea Investment Management
Netherlands
$29.6M +$1.83M +30,440 +7%
FAB
327
First American Bank
Illinois
$29.2M -$447K -7,430 -2%
WBC
328
Westpac Banking Corp
Australia
$28.7M +$1.09M +18,170 +4%
ACIM
329
Azimuth Capital Investment Management
Michigan
$28.3M -$439K -7,300 -2%
ZCM
330
Ziegler Capital Management
Illinois
$28.2M -$1.46M -24,290 -5%
CLOS
331
Compagnie Lombard Odier SCmA
Switzerland
$28M +$330K +5,480 +1%
VWM
332
Valley Wealth Managers
New Jersey
$27.9M -$1.32M -21,860 -5%
PR
333
Payden & Rygel
California
$27.5M +$469K +7,800 +2%
AC
334
Albar Capital
United Kingdom
$27.3M +$24.5M +406,530 +2,177%
IMPI
335
Ilmarinen Mutual Pension Insurance
Finland
$27.3M +$4.51M +75,000 +21%
LCM
336
LVM Capital Management
Michigan
$27.2M -$211K -3,500 -0.8%
GI
337
Gradient Investments
Minnesota
$27.2M +$730K +12,140 +3%
Cambridge Investment Research Advisors
338
Cambridge Investment Research Advisors
Iowa
$27.1M -$714K -11,870 -3%
VV
339
Verity & Verity
South Carolina
$26.5M +$667K +11,090 +3%
AIMCA
340
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.5M +$9.59M +159,350 +63%
BPC
341
Banque Pictet & Cie
Switzerland
$26.1M +$1.97M +32,800 +9%
BAMF
342
BI Asset Management Fondsmaeglerselskab
Denmark
$26.1M +$2.81M +46,670 +13%
NIG
343
NFJ Investment Group
Texas
$26.1M -$3.75M -62,260 -13%
NEI
344
Northwest & Ethical Investments
Ontario, Canada
$25.9M -$657K -10,920 -3%
CTI
345
Community Trust & Investment
Kentucky
$25.6M -$5.1M -84,790 -18%
NA
346
NewEdge Advisors
Louisiana
$25.6M +$2.23M +37,030 +10%
FNBT
347
FineMark National Bank & Trust
Florida
$25.3M -$128K -2,120 -0.5%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$25.3M -$1.59M -26,460 -6%
NAM
349
NorthCrest Asset Manangement
Minnesota
$25.1M +$4.25M +70,710 +22%
CSUI
350
Cincinnati Specialty Underwriters Insurance
Ohio
$25M

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.