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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
M
401
MOTCO
Texas
$19.2M -$585K -9,730 -3%
VPIM
402
Vanguard Personalized Indexing Management
California
$19.2M +$2.24M +37,160 +14%
PP
403
Prudential plc
United Kingdom
$19.1M -$11.5M -191,830 -39%
LNB
404
Ledyard National Bank
$19.1M -$909K -15,110 -5%
FA
405
FDx Advisors
Illinois
$19.1M
Cetera Investment Advisers
406
Cetera Investment Advisers
Illinois
$18.9M +$2.39M +39,720 +16%
DIA
407
Dana Investment Advisors
Wisconsin
$18.7M -$319K -5,300 -2%
ECM
408
ExodusPoint Capital Management
New York
$18.7M +$9.53M +158,360 +120%
BFEC
409
Benjamin F. Edwards & Company
Missouri
$18.6M +$175K +2,910 +1%
ERIC
410
Eagle Rock Investment Company
Georgia
$18.5M -$2.27M -37,680 -12%
CGH
411
Crossmark Global Holdings
Texas
$18.4M +$338K +5,610 +2%
BRWA
412
B. Riley Wealth Advisors
Florida
$18.4M +$51.7K +860 +0.3%
YC
413
Yarbrough Capital
Tennessee
$18.3M
AC
414
Addenda Capital
Quebec, Canada
$18.2M -$397K -6,600 -2%
HCMT
415
Highland Capital Management (Tennessee)
Tennessee
$18.1M -$291K -4,840 -2%
RJT
416
Raymond James Trust
Florida
$17.9M +$1.06M +17,630 +7%
DILIC
417
Dai-ichi Life Insurance Company
Japan
$17.7M +$3.33M +55,400 +25%
OSAM
418
O'Shaughnessy Asset Management
Connecticut
$17.7M +$3.71M +61,730 +29%
Qube Research & Technologies (QRT)
419
Qube Research & Technologies (QRT)
United Kingdom
$17.6M +$16.5M +274,920 New
SG Americas Securities
420
SG Americas Securities
New York
$17.6M +$2.87M +47,750 +21%
PAG
421
Private Advisor Group
New Jersey
$17.5M -$225K -3,740 -1%
SCA
422
Snowden Capital Advisors
New York
$17.5M +$357K +5,930 +2%
AL
423
Arnhold LLC
New York
$17.4M +$1.57M +26,100 +11%
SYBT
424
Stock Yards Bank & Trust
Kentucky
$17.3M +$12.1M +200,490 +290%
CM
425
Crestline Management
Texas
$17.3M -$664K -11,030 -4%

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.