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Broadcom
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Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
426
Hartford Investment Management Co (HIMCO)
Connecticut
$33M +$1.44M +12,930 +5%
CTI
427
Community Trust & Investment
Kentucky
$32.8M -$5.67M -50,810 -15%
MME
428
Meag Munich Ergo
Germany
$32.8M +$972K +8,710 +3%
JCM
429
Janney Capital Management
Pennsylvania
$32.8M -$7.27M -65,160 -18%
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$32.6M +$7.63M +68,380 +31%
Optiver Holding
431
Optiver Holding
Netherlands
$32.6M +$22.6M +202,850 +228%
CFIA
432
Cantor Fitzgerald Investment Advisors
New York
$32.5M +$32.5M +290,900 New
CCM
433
Chilton Capital Management
Texas
$32.4M -$88.2K -790 -0.3%
Cetera Investment Advisers
434
Cetera Investment Advisers
Illinois
$32M +$1.42M +12,750 +5%
YC
435
Yarbrough Capital
Tennessee
$31.8M – – –
IC
436
IEQ Capital
California
$31.6M +$2.95M +26,440 +10%
FFM
437
Fullerton Fund Management
Singapore
$31.2M +$6.59M +59,060 +27%
SAM
438
Securian Asset Management
Minnesota
$31.1M -$2M -17,920 -6%
TTWM
439
TCV Trust & Wealth Management
Virginia
$30.6M -$972K -8,710 -3%
BRWA
440
B. Riley Wealth Advisors
Florida
$30.3M +$20.1K +180 +0.1%
AC
441
Addenda Capital
Quebec, Canada
$30.2M +$4M +35,810 +15%
LNB
442
Ledyard National Bank
$29.7M -$1.14M -10,170 -4%
BFEC
443
Benjamin F. Edwards & Company
Missouri
$29.4M +$2.95M +26,390 +11%
CB
444
Cadence Bank
Mississippi
$29.4M +$383K +3,430 +1%
GIM
445
Grassi Investment Management
California
$29.3M – – –
WJWM
446
Williams Jones Wealth Management
New York
$29M +$5.47M +48,980 +23%
Fidelity International
447
Fidelity International
Bermuda
$29M +$4.46M +39,970 +18%
MWM
448
Moran Wealth Management
Florida
$29M +$7.11M +63,680 +33%
NRG
449
Nemes Rush Group
Michigan
$28.9M -$720K -6,450 -2%
SWM
450
Segment Wealth Management
Texas
$28.7M -$202K -1,810 -0.7%
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