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Broadcom
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Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$25.8B
2
State Street
State Street
Massachusetts
$10.7B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$404M
4
BlackRock
BlackRock
New York
$19.1B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$967M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$17.7B
2
Capital World Investors
Capital World Investors
California
$17.5B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$375M
4
Capital Research Global Investors
Capital Research Global Investors
California
$13.6B
5
Franklin Resources
Franklin Resources
California
$401M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
501
Moors & Cabot
Massachusetts
$12.2M -$576K -8,980 -5%
Kovitz Investment Group Partners
502
Kovitz Investment Group Partners
Illinois
$12.2M -$2.17M -33,840 -15%
IMCOOI
503
Investment Management Corp of Ontario (IMCO)
Canada
$12.1M +$821K +12,790 +7%
AWCI
504
Alpine Woods Capital Investors
New York
$12.1M -$1.91M -29,750 -14%
PGAM
505
Princeton Global Asset Management
New Jersey
$12M +$1.07M +16,620 +10%
NMERB
506
New Mexico Educational Retirement Board
New Mexico
$12M -$385K -6,000 -3%
MLICM
507
Metropolitan Life Insurance Company (MetLife)
New York
$12M -$2.67M -41,650 -18%
WAS
508
WESPAC Advisors SoCal
California
$12M -$42.3K -660 -0.4%
HR
509
Howe & Rusling
New York
$11.8M +$137K +2,130 +1%
BIAS
510
Beacon Investment Advisory Services
New Jersey
$11.8M +$178K +2,780 +2%
EOJOAM
511
E. Ohman J:or Asset Management
Sweden
$11.8M +$706K +11,000 +6%
FFP
512
FourThought Financial Partners
Florida
$11.7M -$41.1K -640 -0.3%
CCM
513
Copeland Capital Management
Pennsylvania
$11.7M -$622K -9,690 -5%
CIM
514
Chiron Investment Management
New York
$11.7M -$2.51M -39,080 -18%
IWA
515
IBEX Wealth Advisors
New Jersey
$11.7M +$78.9K +1,230 +0.7%
HFS
516
Hantz Financial Services
Michigan
$11.6M +$248K +3,860 +2%
EGM
517
Engineers Gate Manager
New York
$11.6M +$11.6M +180,970 New
CAM
518
Cozad Asset Management
Illinois
$11.6M -$401K -6,250 -3%
WHGC
519
Wealth High Governance Capital
Brazil
$11.5M +$11.5M +180,000 New
BFA
520
Bragg Financial Advisors
North Carolina
$11.3M -$108K -1,680 -0.9%
DT
521
Diversified Trust
Tennessee
$11.3M +$157K +2,450 +1%
BFIM
522
Beese Fulmer Investment Management
Ohio
$11.3M +$10.3M +160,170 +1,041%
ASN
523
Advisory Services Network
Georgia
$11.2M +$1.64M +25,580 +17%
PIM
524
Penobscot Investment Management
Massachusetts
$11.1M +$243K +3,790 +2%
CWP
525
Cyndeo Wealth Partners
Florida
$11M +$250K +3,890 +2%
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