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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
PCM
426
Palisade Capital Management
New Jersey
$17.3M +$301K +5,010 +2%
LA
427
LBP AM
France
$17.1M +$7.21M +119,830 +81%
MME
428
Meag Munich Ergo
Germany
$17.1M +$2.65M +44,050 +20%
GAM
429
Gotham Asset Management
New York
$17.1M +$6.29M +104,470 +64%
HPG
430
Harvest Portfolios Group
Ontario, Canada
$17M +$1.9M +31,650 +14%
GT
431
Glenmede Trust
Pennsylvania
$16.8M -$273K -4,540 -2%
SWM
432
Segment Wealth Management
Texas
$16.8M +$54.1K +900 +0.3%
GIM
433
Grassi Investment Management
California
$16.8M
Fidelity International
434
Fidelity International
Bermuda
$16.8M +$1.44M +23,940 +10%
1832 Asset Management
435
1832 Asset Management
Ontario, Canada
$16.4M -$20.8M -345,730 -57%
AWM
436
AE Wealth Management
Kansas
$16.2M -$3.99M -66,270 -21%
SC
437
SouthState Corp
Florida
$16.2M +$4.81K +80 +0%
CB
438
Cadence Bank
Mississippi
$16.1M -$54.1K -900 -0.4%
ACA
439
Aptus Capital Advisors
Alabama
$16.1M +$8.14M +135,220 +117%
GAI
440
General American Investors
New York
$16M -$3.01M -50,000 -17%
CIA
441
CCM Investment Advisers
South Carolina
$16M -$60.8K -1,010 -0.4%
HW
442
Hancock Whitney
Mississippi
$15.8M +$266K +4,420 +2%
H
443
HoyleCohen
California
$15.8M +$49.3K +820 +0.3%
CK
444
Cohen Klingenstein
New York
$15.6M
QC
445
Quadrature Capital
United Kingdom
$15.5M +$14.6M +242,100 New
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$15.5M -$90.2K -1,500 -0.6%
PCIA
447
Prime Capital Investment Advisors
Kansas
$15.5M +$6.26M +104,090 +76%
AIP
448
ARS Investment Partners
New York
$15.5M +$442K +7,340 +3%
JCM
449
Jag Capital Management
Missouri
$15.4M +$5.44M +90,380 +60%
CCM
450
Carmel Capital Management
California
$15.4M +$156K +2,600 +1%

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.