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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
PWAG
451
Polaris Wealth Advisory Group
California
$15.4M -$2.71M -44,980 -16%
CTA
452
Chesley Taft & Associates
Illinois
$15.2M +$31.9K +530 +0.2%
SMFG
453
Sumitomo Mitsui Financial Group
Japan
$15.2M -$1.08M -17,980 -7%
IC
454
IEQ Capital
California
$15M +$867K +14,410 +7%
Westfield Capital Management
455
Westfield Capital Management
Massachusetts
$15M -$9.93M -165,070 -41%
BS
456
Banco Santander
Spain
$14.9M -$20.2M -335,870 -59%
AIM
457
Aigen Investment Management
New York
$14.7M +$13.8M +229,540 New
AAF
458
Andra AP-fonden
Sweden
$14.7M +$2.29M +38,000 +20%
DG
459
DigitalBridge Group
Florida
$14.7M +$1.49M +24,730 +12%
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7M -$18.2M -302,870 -57%
AIM
461
Arcadia Investment Management
Michigan
$14.6M -$68K -1,130 -0.5%
AWAG
462
ARS Wealth Advisors Group
Florida
$14.6M +$401K +6,660 +3%
WTC
463
WhitTier Trust Company
Nevada
$14.6M +$478K +7,940 +4%
KMC
464
Kirr Marbach & Co
Indiana
$14.4M +$41.5K +690 +0.3%
FVWA
465
Foster Victor Wealth Advisors
South Carolina
$14.4M -$2.55M -42,430 -16%
JMFC
466
J.M. Forbes & Co
Massachusetts
$14.4M +$132K +2,190 +1%
CMG
467
Cavalry Management Group
California
$14.4M -$30.1M -500,660 -69%
BCMO
468
Buckingham Capital Management (Ohio)
Ohio
$14.3M -$430K -7,140 -3%
LW
469
Linscomb Wealth
Texas
$14.2M -$1.17M -19,480 -8%
SC
470
Slow Capital
California
$14M -$129K -2,150 -1%
ACM
471
Aquatic Capital Management
Illinois
$14M +$13.1M +218,000 New
AIP
472
Ameritas Investment Partners
Nebraska
$14M -$125K -2,070 -0.9%
FMC
473
First Merchants Corp
Indiana
$14M -$69.2K -1,150 -0.5%
PCM
474
Penserra Capital Management
California
$13.9M +$1.99M +33,090 +18%
CCP
475
Clough Capital Partners
Massachusetts
$13.9M +$4.63M +77,000 +55%

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.