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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
SAM
501
Shell Asset Management
Netherlands
$12.4M +$357K +5,930 +3%
AP
502
Appleton Partners
Massachusetts
$12.4M -$147K -2,440 -1%
Select Equity Group
503
Select Equity Group
New York
$12.4M -$473K -7,870 -4%
MC
504
Moors & Cabot
Massachusetts
$12.2M -$540K -8,980 -5%
Kovitz Investment Group Partners
505
Kovitz Investment Group Partners
Illinois
$12.2M -$2.04M -33,840 -15%
IMCOOI
506
Investment Management Corp of Ontario (IMCO)
Canada
$12.1M +$769K +12,790 +7%
AWCI
507
Alpine Woods Capital Investors
New York
$12.1M -$1.79M -29,750 -14%
PGAM
508
Princeton Global Asset Management
New Jersey
$12M +$1,000K +16,620 +10%
NMERB
509
New Mexico Educational Retirement Board
New Mexico
$12M -$361K -6,000 -3%
MLICM
510
Metropolitan Life Insurance Company (MetLife)
New York
$12M -$2.51M -41,650 -18%
WAS
511
WESPAC Advisors SoCal
California
$12M -$39.7K -660 -0.4%
HR
512
Howe & Rusling
New York
$11.8M +$128K +2,130 +1%
BIAS
513
Beacon Investment Advisory Services
New Jersey
$11.8M +$167K +2,780 +2%
EOJOAM
514
E. Ohman J:or Asset Management
Sweden
$11.8M +$662K +11,000 +6%
FFP
515
FourThought Financial Partners
Florida
$11.7M -$38.5K -640 -0.3%
CCM
516
Copeland Capital Management
Pennsylvania
$11.7M -$583K -9,690 -5%
CIM
517
Chiron Investment Management
New York
$11.7M -$2.35M -39,080 -18%
IWA
518
IBEX Wealth Advisors
New Jersey
$11.7M +$74K +1,230 +0.7%
HFS
519
Hantz Financial Services
Michigan
$11.6M +$232K +3,860 +2%
EGM
520
Engineers Gate Manager
New York
$11.6M +$10.9M +180,970 New
CAM
521
Cozad Asset Management
Illinois
$11.6M -$376K -6,250 -3%
WHGC
522
Wealth High Governance Capital
Brazil
$11.5M +$10.8M +180,000 New
BFA
523
Bragg Financial Advisors
North Carolina
$11.3M -$101K -1,680 -0.9%
DT
524
Diversified Trust
Tennessee
$11.3M +$147K +2,450 +1%
BFIM
525
Beese Fulmer Investment Management
Ohio
$11.3M +$9.64M +160,170 +1,041%

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.