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Broadcom
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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 %
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$32.8M +$2.34M +28,140 +8%
PCM
352
Penserra Capital Management
California
$32.8M +$21.5M +258,890 +190%
ACIM
353
Azimuth Capital Investment Management
Michigan
$32.8M -$399K -4,800 -1%
TLA
354
Tree Line Advisors
Hong Kong
$32.7M +$4.49M +54,000 +16%
AWM
355
AE Wealth Management
Kansas
$32.6M +$3.03M +36,500 +10%
AAP
356
Aristotle Atlantic Partners
Florida
$32.5M -$733K -8,820 -2%
GCM
357
Graham Capital Management
Connecticut
$32.4M +$32.4M +390,000 New
CSUI
358
Cincinnati Specialty Underwriters Insurance
Ohio
$32.4M – – –
SC
359
Scotia Capital
Ontario, Canada
$32.2M +$2.21M +26,590 +7%
GIBU
360
Gulf International Bank (UK)
United Kingdom
$31.7M -$3.27M -39,400 -9%
FT
361
Fiduciary Trust
Massachusetts
$31.1M -$67.3K -810 -0.2%
MML Investors Services
362
MML Investors Services
Massachusetts
$31.1M +$694K +8,360 +2%
CTA
363
Chesley Taft & Associates
Illinois
$31M -$154K -1,860 -0.5%
VWM
364
Valley Wealth Managers
New Jersey
$30.9M -$3.21M -38,600 -9%
NAM
365
NorthCrest Asset Manangement
Minnesota
$30.8M -$185K -2,230 -0.6%
VPIM
366
Vanguard Personalized Indexing Management
California
$30.5M +$2.81M +33,890 +10%
ACM
367
Analog Century Management
New York
$30.4M +$559K +6,730 +2%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$30.3M +$6.18M +74,450 +26%
VV
369
Verity & Verity
South Carolina
$30.2M -$2.55M -30,710 -8%
BC
370
Burney Company
Virginia
$30.2M -$696K -8,380 -2%
SF
371
Synovus Financial
Georgia
$30.2M +$583K +7,020 +2%
RG
372
Renaissance Group
Kentucky
$30M -$464K -5,590 -2%
JCM
373
Janney Capital Management
Pennsylvania
$29.8M +$5.26M +63,290 +21%
SPIA
374
Steward Partners Investment Advisory
New York
$29.6M +$2.2M +26,440 +8%
TWC
375
TD Waterhouse Canada
Ontario, Canada
$29.3M -$135K -1,500 -0.5%
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