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Broadcom
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Overview Fund Activity

2,131 hedge funds and large institutions have $189B invested in Broadcom in 2022 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 932 increasing their positions, 709 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,131
Holders Change
+130
Holders Change %
+6.5%
% of All Funds
34.38%
Holding in Top 10
165
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+70.1%
% of All Funds
2.66%
New
288
Increased
932
Reduced
709
Closed
119
Calls
$4.1B
Puts
$5.68B
Net Calls
-$1.58B
Net Calls Change
-$757M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$787M
2
Bank of America
Bank of America
North Carolina
+$674M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$633M
4
Morgan Stanley
Morgan Stanley
New York
+$364M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$330M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.26B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$576M
3
Citadel Advisors
Citadel Advisors
Florida
-$352M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$335M
5
Renaissance Technologies
Renaissance Technologies
New York
-$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
526
Cyndeo Wealth Partners
Florida
$9.4M +$9.4M +168,070 New
AWM
527
Axxcess Wealth Management
California
$9.34M +$1.89M +33,780 +25%
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$9.32M +$676K +12,090 +8%
SWP
529
Stratos Wealth Partners
Ohio
$9.28M +$768K +13,730 +9%
CWM
530
Calamos Wealth Management
Illinois
$9.22M +$1.33M +23,850 +17%
AUB
531
Atlantic Union Bankshares
Virginia
$9.13M +$54.8K +980 +0.6%
OPCM
532
Osborne Partners Capital Management
California
$9.09M +$165K +2,950 +2%
GAM
533
Gotham Asset Management
New York
$9.06M -$2.35M -42,070 -21%
JIC
534
Johnson Investment Counsel
Ohio
$9.01M +$16.8K +300 +0.2%
MC
535
Muhlenkamp & Co
Pennsylvania
$8.99M -$8.95K -160 -0.1%
OCMI
536
Oaktop Capital Management II
New Jersey
$8.95M – – –
SGA
537
Strategic Global Advisors
California
$8.89M -$168K -3,010 -2%
GFG
538
Greystone Financial Group
Michigan
$8.82M +$4.7M +83,990 +114%
SAM
539
Strategy Asset Managers
California
$8.74M -$145K -2,590 -2%
NC
540
Nicholas Company
Wisconsin
$8.73M – – –
AF
541
Alerus Financial
North Dakota
$8.72M +$82.2K +1,470 +1%
KWM
542
Kingsview Wealth Management
Oregon
$8.71M +$690K +12,340 +9%
NEAM
543
New England Asset Management
Connecticut
$8.65M +$55.9K +1,000 +0.7%
NGA
544
Naples Global Advisors
Florida
$8.65M +$56.5K +1,010 +0.7%
FCH
545
Freestone Capital Holdings
Washington
$8.61M +$965K +17,250 +13%
EWM
546
Endurance Wealth Management
Rhode Island
$8.6M +$3.63M +65,010 +73%
DAM
547
Deltec Asset Management
New York
$8.59M -$1.96M -35,000 -19%
AWS
548
Atria Wealth Solutions
New York
$8.56M +$598K +10,690 +8%
SSWM
549
Smith Salley Wealth Management
North Carolina
$8.43M +$57K +1,020 +0.7%
JCM
550
Jag Capital Management
Missouri
$8.38M +$6.14M +109,780 +274%
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