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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
Brown Advisory
351
Brown Advisory
Maryland
$24.8M +$1.98M +32,860 +9%
JCM
352
Janney Capital Management
Pennsylvania
$24.7M +$506K +8,410 +2%
PA
353
Profund Advisors
Maryland
$24.5M +$3.01M +50,040 +15%
EAM
354
Erste Asset Management
Austria
$24.3M +$143K +2,380 +0.6%
Jones Financial Companies
355
Jones Financial Companies
Missouri
$24.3M -$810K -13,470 -3%
FT
356
Fiduciary Trust
Massachusetts
$24.2M -$81.2K -1,350 -0.4%
KWILP
357
Kiwi Wealth Investments Limited Partnership
New Zealand
$23.8M +$1.13M +18,820 +5%
CAN
358
Cetera Advisor Networks
California
$23.7M -$86.6K -1,440 -0.4%
Wealthfront Advisers
359
Wealthfront Advisers
California
$23.6M +$959K +15,940 +5%
SAM
360
Sawgrass Asset Management
Florida
$23.6M -$720K -11,960 -3%
SBH
361
Segall Bryant & Hamill
Illinois
$23.6M -$843K -14,020 -4%
Verition Fund Management
362
Verition Fund Management
Connecticut
$23.1M +$18.5M +307,700 +594%
SC
363
Scotia Capital
Ontario, Canada
$23M +$7.45M +123,770 +53%
VFM
364
Viking Fund Management
North Dakota
$22.8M
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$22.8M +$724K +12,040 +4%
HIMCH
366
Hartford Investment Management Co (HIMCO)
Connecticut
$22.7M +$3.54M +58,830 +20%
AAP
367
Aristotle Atlantic Partners
Florida
$22.6M -$2.48M -41,190 -10%
OC
368
Oppenheimer & Co
New York
$22.5M -$4.52M -75,210 -18%
SAM
369
Securian Asset Management
Minnesota
$22.5M +$727K +12,080 +4%
AI
370
Atria Investments
North Carolina
$22.5M +$399K +6,640 +2%
BCP
371
Blue Chip Partners
Michigan
$22.5M +$115K +1,910 +0.5%
GW
372
GW & Wade
Massachusetts
$22.4M -$40.3K -670 -0.2%
SPIA
373
Steward Partners Investment Advisory
New York
$22.2M -$1.88M -31,320 -8%
TWC
374
TD Waterhouse Canada
Ontario, Canada
$21.6M +$2.13M +35,420 +13%
CCMIC
375
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$21.5M +$1.02M +16,890 +5%

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.