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Broadcom
AVGO

2,874 hedge funds and large institutions have $406B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 552 funds opening new positions, 1,157 increasing their positions, 953 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more first-time investments, than exits

New positions opened: 552 | Existing positions closed: 99

66% more funds holding in top 10

Funds holding in top 10: 243 → 403 (+160)

46% more capital invested

Capital invested by funds: $277B → $406B (+$129B)

21% more repeat investments, than reductions

Existing positions increased: 1,157 | Existing positions reduced: 953

17% more funds holding

Funds holding: 2,458 → 2,874 (+416)

30.3% less ownership

Funds ownership: 807.81% → 777.52% (-30%)

32% less call options, than puts

Call options by funds: $9.82B | Put options by funds: $14.5B

Holders
2,874
Holders Change
+416
Holders Change %
+16.92%
% of All Funds
41.9%
Holding in Top 10
403
Holding in Top 10 Change
+160
Holding in Top 10 Change %
+65.84%
% of All Funds
5.87%
New
552
Increased
1,157
Reduced
953
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.49B
2
BlackRock
BlackRock
New York
+$3.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.93B
4
State Street
State Street
Massachusetts
+$1.84B
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.33B

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$991M
2
DZ Bank
DZ Bank
Germany
-$662M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$563M
4
Bank of America
Bank of America
North Carolina
-$471M
5
Capital World Investors
Capital World Investors
California
-$392M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.51B -$86.7M -916,150 -4%
Barclays
27
Barclays
United Kingdom
$2.41B +$333M +3,520,250 +19%
Fisher Asset Management
28
Fisher Asset Management
Washington
$2.38B +$73.2M +772,900 +4%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$2.33B +$85.6M +903,970 +5%
GQG Partners
30
GQG Partners
Florida
$2.24B +$513M +5,418,380 +37%
AllianceBernstein
31
AllianceBernstein
Tennessee
$2.19B +$3.74M +39,480 +0.2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$2.12B +$251M +2,652,540 +16%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2B +$243M +2,569,020 +17%
Wells Fargo
34
Wells Fargo
California
$1.96B -$43.4M -458,080 -3%
ClearBridge Investments
35
ClearBridge Investments
New York
$1.63B -$292M -3,087,930 -17%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1.6B +$222M +2,346,840 +20%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.55B +$57.1M +603,290 +5%
RJA
38
Raymond James & Associates
Florida
$1.51B +$4.36M +46,000 +0.3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$1.4B +$163M +1,723,160 +16%
Amundi
40
Amundi
France
$1.36B -$62.7M -662,510 -5%
MSDF
41
Michael & Susan Dell Foundation
New York
$1.32B +$1.12B +11,869,780 New
Deutsche Bank
42
Deutsche Bank
Germany
$1.27B +$189M +1,994,020 +21%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$1.15B +$193M +2,041,480 +25%
Jane Street
44
Jane Street
New York
$1.14B +$772M +8,149,360 +397%
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
$1.04B +$603M +6,367,280 +213%
CCM
46
Cantillon Capital Management
New York
$1.03B -$21.3M -224,870 -2%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$1.01B +$124M +1,309,180 +17%
Citigroup
48
Citigroup
New York
$974M -$55.2M -582,740 -6%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$961M +$36.2M +382,820 +5%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$945M +$263M +2,773,080 +49%
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AVGO Hedge Fund Activity: Q4 2023 in Review

2,874 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2023, worth a combined $406B — up 46% from $277B a quarter earlier.

Buyers outnumbered sellers: 552 funds opened new AVGO positions and 99 closed out — a net gain of 453 holders — while 1,157 added to existing stakes and 953 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.49B. The largest seller was Ameriprise, cutting an estimated $991M.

  • 2,874 institutional investors held Broadcom (AVGO) as of Q4 2023, up from 2,458 in Q3 2023.
  • Funds reported $406B of Broadcom stock for Q4 2023, up 46% quarter-over-quarter.
  • 552 funds opened new Broadcom positions in Q4 2023 and 99 closed out, a net change of +453 holders.
  • The largest Broadcom buyer in Q4 2023 was Morgan Stanley, an estimated $6.49B added.
  • The largest Broadcom seller in Q4 2023 was Ameriprise, an estimated $991M sold.

Based on aggregated 13F filings for Q4 2023.