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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
326
Achmea Investment Management
Netherlands
$57.5M -$5.46M -48,870 -9%
MWM
327
Modera Wealth Management
New Jersey
$56.7M -$3.43M -30,730 -6%
CNAM
328
Campbell Newman Asset Management
Wisconsin
$56.6M -$2.29M -20,510 -4%
EAM
329
Erste Asset Management
Austria
$55.4M -$1.89M -16,820 -3%
GT
330
Glenview Trust
Kentucky
$55.1M +$1.35M +12,130 +3%
WT
331
Washington Trust
Rhode Island
$54.9M -$1.65M -14,750 -3%
SI
332
Stephens Inc
Arkansas
$54.3M +$1.31M +11,700 +2%
SW
333
SVB Wealth
Massachusetts
$53.1M +$5.12M +45,900 +11%
NAM
334
NorthCrest Asset Manangement
Minnesota
$52.9M +$11.5M +103,350 +28%
CM
335
Churchill Management
California
$52.8M -$2.08M -18,640 -4%
NW
336
NewEdge Wealth
Pennsylvania
$52.5M +$3.1M +27,780 +6%
BAMF
337
BI Asset Management Fondsmaeglerselskab
Denmark
$52.5M -$19.5M -174,440 -27%
CAI
338
Capital Advisors Inc
Oklahoma
$50.4M -$3.46M -30,990 -6%
BF
339
BOK Financial
Oklahoma
$50.3M -$1.42M -12,760 -3%
Pathstone Holdings
340
Pathstone Holdings
New Jersey
$50.2M +$50.2M +449,390 New
APTFM
341
AGUR Provident & Training Funds Management
Israel
$50.1M – – –
MIM
342
Marco Investment Management
Georgia
$50M -$2M -17,910 -4%
MML Investors Services
343
MML Investors Services
Massachusetts
$49.9M +$8.18M +73,240 +20%
CPM
344
Crescent Park Management
California
$49.9M -$9.64M -86,360 -16%
Citadel Advisors
345
Citadel Advisors
Florida
$49.2M -$367M -3,286,780 -88%
Westfield Capital Management
346
Westfield Capital Management
Massachusetts
$49.1M +$21.2M +190,270 +76%
AT
347
Avalon Trust
New Mexico
$48.9M -$675K -6,050 -1%
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$48.5M +$7.74M +69,300 +19%
CAN
349
Cetera Advisor Networks
California
$48.3M +$3.68M +32,930 +8%
EB
350
Eastern Bank
Massachusetts
$48.2M -$9.95M -89,180 -17%
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