AVGO icon

Broadcom
AVGO

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 %
SI
326
Stephens Inc
Arkansas
$39.4M -$1.69M -20,350 -4%
BF
327
BOK Financial
Oklahoma
$39M -$5.82M -69,170 -13%
MIM
328
Marco Investment Management
Georgia
$38.7M -$2.03M -24,430 -5%
BPC
329
Banque Pictet & Cie
Switzerland
$38M +$2.08M +25,080 +6%
OCM
330
Oribel Capital Management
New York
$37.5M +$37.5M +452,000 New
CLOS
331
Compagnie Lombard Odier SCmA
Switzerland
$37.5M +$3.01M +36,180 +9%
IMPI
332
Ilmarinen Mutual Pension Insurance
Finland
$37.4M – – –
Cambridge Investment Research Advisors
333
Cambridge Investment Research Advisors
Iowa
$37.4M +$1.71M +20,620 +5%
APTFM
334
AGUR Provident & Training Funds Management
Israel
$37.3M – – –
AT
335
Avalon Trust
New Mexico
$36.9M -$241K -2,900 -0.6%
NW
336
NewEdge Wealth
Pennsylvania
$36.8M +$2.62M +31,560 +8%
SW
337
SVB Wealth
Massachusetts
$35.7M -$1.07M -12,840 -3%
TIAA Trust, National Association
338
TIAA Trust, National Association
North Carolina
$35.6M +$35.6M +429,110 New
GC
339
Guardian Capital
Ontario, Canada
$35.6M -$10.2M -122,320 -22%
Vontobel Holding
340
Vontobel Holding
Switzerland
$35.5M -$1.27M -15,290 -3%
CI
341
Conning Inc
Connecticut
$35.4M -$2.83M -34,090 -7%
N
342
Natixis
France
$35.3M -$19.2M -231,680 -35%
CT
343
Cambridge Trust
Massachusetts
$35M +$234K +2,820 +0.7%
HP
344
Hosking Partners
United Kingdom
$34.9M +$5.85M +70,470 +20%
Lido Advisors
345
Lido Advisors
California
$34.8M +$871K +10,490 +3%
ERIM
346
Eagle Ridge Investment Management
Connecticut
$34.6M -$4.65M -56,010 -12%
LCM
347
LVM Capital Management
Michigan
$34.2M -$227K -2,730 -0.7%
Wealthfront Advisers
348
Wealthfront Advisers
California
$34M +$3.85M +46,330 +13%
FAB
349
First American Bank
Illinois
$33.5M -$1.05M -12,630 -3%
CAN
350
Cetera Advisor Networks
California
$33.2M +$575K +6,920 +2%
12 13
14
15 16