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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 %
JCM
451
Jag Capital Management
Missouri
$19.8M -$156K -1,880 -0.8%
ZDA
452
Zweig-DiMenna Associates
New York
$19.8M +$2.43M +29,250 +14%
Brown Advisory
453
Brown Advisory
Maryland
$19.7M -$4.31M -51,890 -18%
BFEC
454
Benjamin F. Edwards & Company
Missouri
$19.7M -$3.28M -39,530 -14%
PTC
455
Philadelphia Trust Company
Pennsylvania
$19.7M +$2.78M +33,460 +16%
H
456
HoyleCohen
California
$19.7M -$235K -2,830 -1%
CCM
457
Carmel Capital Management
California
$19.7M -$272K -3,270 -1%
FC
458
FORA Capital
Florida
$19.6M +$19.6M +236,070 New
AC
459
Addenda Capital
Quebec, Canada
$19.5M -$2.8M -33,710 -13%
CCM
460
Copeland Capital Management
Pennsylvania
$19.5M -$424K -5,100 -2%
DP
461
DDD Partners
Washington
$19.4M -$236K -2,610 -1%
SW
462
SteelPeak Wealth
California
$19.4M +$279K +3,360 +1%
ERIC
463
Eagle Rock Investment Company
Georgia
$19.2M -$631K -7,600 -3%
WTC
464
WhitTier Trust Company
Nevada
$19.2M -$83.1K -1,000 -0.4%
SC
465
Slow Capital
California
$19.1M +$1.31M +15,820 +7%
LCM
466
Laurion Capital Management
New York
$19M +$13.4M +161,560 +239%
GC
467
Gratus Capital
Georgia
$19M +$314K +3,780 +2%
AIP
468
Ameritas Investment Partners
Nebraska
$18.9M +$1.3M +15,630 +7%
SCA
469
Snowden Capital Advisors
New York
$18.8M -$653K -7,860 -3%
SMFG
470
Sumitomo Mitsui Financial Group
Japan
$18.7M -$52.3K -630 -0.3%
HPG
471
Harvest Portfolios Group
Ontario, Canada
$18.7M -$1.43M -17,230 -7%
Envestnet Portfolio Solutions
472
Envestnet Portfolio Solutions
Illinois
$18.6M +$18.6M +224,230 New
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$18.6M +$6.14M +73,920 +49%
FFM
474
Fullerton Fund Management
Singapore
$18.3M +$8.36M +100,640 +84%
EI
475
Ethic Inc
New York
$18.3M +$1.73M +20,820 +10%
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