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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 %
MICM
501
Matthews International Capital Management
California
$16.5M +$4.59M +55,270 +39%
EF
502
Empowered Funds
Pennsylvania
$16.5M +$1.15M +13,860 +8%
LW
503
Linscomb Wealth
Texas
$16.4M -$791K -9,520 -5%
TW
504
Transform Wealth
Colorado
$16.3M +$12.5K +150 +0.1%
API
505
Advisor Partners II
California
$16.3M +$914K +11,010 +6%
MWM
506
Moran Wealth Management
Florida
$16.3M -$561K -6,750 -3%
AL
507
Arnhold LLC
New York
$16.1M +$1.3M +15,660 +9%
TAM
508
Tocqueville Asset Management
New York
$16.1M -$459K -5,530 -3%
SAM
509
Shell Asset Management
Netherlands
$16.1M +$762K +9,170 +5%
PFS
510
Prospera Financial Services
Texas
$15.9M +$1.46M +17,560 +10%
DCM
511
Discovery Capital Management
Connecticut
$15.9M +$15.9M +191,690 New
VHAM
512
Van Hulzen Asset Management
California
$15.8M +$669K +8,050 +4%
EOJOAM
513
E. Ohman J:or Asset Management
Sweden
$15.8M -$166K -2,000 -1%
AWM
514
Axxcess Wealth Management
California
$15.7M +$2.86M +34,420 +22%
AWCI
515
Alpine Woods Capital Investors
New York
$15.6M -$324K -3,900 -2%
PIM
516
Penobscot Investment Management
Massachusetts
$15.6M +$1.09M +13,160 +8%
EIA
517
Edgemoor Investment Advisors
Maryland
$15.6M -$191K -2,300 -1%
CA
518
Cornerstone Advisors
North Carolina
$15.5M -$664K -8,000 -4%
MC
519
Moors & Cabot
Massachusetts
$15.5M +$193K +2,320 +1%
CCMIC
520
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15.5M -$10.9M -131,280 -41%
BCMO
521
Buckingham Capital Management (Ohio)
Ohio
$15.4M -$1.92M -23,060 -11%
PI
522
PGGM Investments
Netherlands
$15.4M -$550K -6,620 -3%
NCM
523
Novare Capital Management
North Carolina
$15.4M -$1.34M -16,120 -8%
IIM
524
Intact Investment Management
Quebec, Canada
$15.3M -$980K -11,800 -6%
ASN
525
Advisory Services Network
Georgia
$15.2M +$1.73M +20,830 +13%
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