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Broadcom
AVGO

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 %
IC
426
IEQ Capital
California
$21.4M +$872K +10,500 +4%
FHA
427
First Horizon Advisors
Tennessee
$21.3M -$3.47M -41,770 -14%
RJT
428
Raymond James Trust
Florida
$21.3M +$260K +3,130 +1%
SC
429
SouthState Corp
Florida
$21.1M -$220K -2,650 -1%
PR
430
Payden & Rygel
California
$20.9M -$5.98M -72,000 -22%
PRIG
431
Payden & Rygel Investment Group
California
$20.9M +$20.9M +252,100 New
TI
432
Tidal Investments
Wisconsin
$20.9M +$217K +2,610 +1%
HW
433
Hancock Whitney
Mississippi
$20.9M +$2.01M +24,210 +11%
Wolverine Trading
434
Wolverine Trading
Illinois
$20.9M +$11.9M +143,090 +132%
IMRF
435
Illinois Municipal Retirement Fund
Illinois
$20.8M -$1.44M -17,310 -6%
Westfield Capital Management
436
Westfield Capital Management
Massachusetts
$20.7M +$739K +8,900 +4%
BCP
437
Blue Chip Partners
Michigan
$20.7M -$1.26M -15,220 -6%
PFO
438
Pathstone Family Office
New Jersey
$20.5M +$9.3M +111,950 +83%
GAM
439
Gotham Asset Management
New York
$20.4M -$2.76M -33,230 -12%
CK
440
Cohen Klingenstein
New York
$20.1M -$41.5K -500 -0.2%
DIA
441
Dana Investment Advisors
Wisconsin
$20.1M -$3.4M -40,940 -14%
KAS
442
Kestra Advisory Services
Texas
$20M +$4.05M +48,800 +25%
ACA
443
Aptus Capital Advisors
Alabama
$20M +$950K +11,440 +5%
DWM
444
Dakota Wealth Management
Florida
$20M -$2.15M -25,910 -10%
AIP
445
ARS Investment Partners
New York
$20M +$54.8K +660 +0.3%
SSA
446
Schonfeld Strategic Advisors
New York
$19.9M +$17.3M +207,990 +653%
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$19.9M -$140K -1,690 -0.7%
M
448
MOTCO
Texas
$19.9M -$3.39M -40,850 -15%
AAM
449
Ardevora Asset Management
United Kingdom
$19.9M +$19.9M +239,420 New
BS
450
Banco Santander
Spain
$19.9M +$1.38M +16,580 +7%
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