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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
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
526
Calamos Wealth Management
Illinois
$10.9M +$357K +5,570 +3%
AWM
527
Axxcess Wealth Management
California
$10.9M +$158K +2,470 +1%
VC
528
Vestor Capital
Illinois
$10.9M -$162K -2,530 -1%
Credit Agricole
529
Credit Agricole
France
$10.8M -$245K -3,820 -2%
KPWS
530
Kestra Private Wealth Services
Texas
$10.8M +$2.94M +45,820 +38%
CG
531
Colony Group
Massachusetts
$10.7M -$1.94M -30,220 -15%
WorldQuant Millennium Advisors
532
WorldQuant Millennium Advisors
New York
$10.7M -$19.6M -306,000 -65%
VCA
533
Verdence Capital Advisors
Maryland
$10.7M -$339K -5,290 -3%
SS
534
Simplicity Solutions
Minnesota
$10.6M +$4.76M +74,220 +81%
FFM
535
Fullerton Fund Management
Singapore
$10.6M +$4.04M +62,910 +62%
RPA
536
Rock Point Advisors
Vermont
$10.6M -$2.34M -36,550 -18%
BCM
537
Barometer Capital Management
Ontario, Canada
$10.6M +$3.22M +50,260 +44%
CWM
538
Compass Wealth Management
Connecticut
$10.5M -$846K -13,180 -7%
FM
539
Freemont Management
Switzerland
$10.5M +$10.5M +164,000 New
JIC
540
Johnson Investment Counsel
Ohio
$10.5M +$176K +2,740 +2%
AUB
541
Atlantic Union Bankshares
Virginia
$10.5M +$27.6K +430 +0.3%
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$10.5M -$198K -3,080 -2%
CIC
543
Carnegie Investment Counsel
Ohio
$10.5M +$1.51M +23,530 +17%
OPCM
544
Osborne Partners Capital Management
California
$10.4M -$3.21K -50 -0%
FAM
545
Fred Alger Management
New York
$10.4M +$1.21M +18,880 +13%
ELC
546
Edgar Lomax Company
Virginia
$10.3M +$1.12M +17,450 +12%
SAM
547
Strategy Asset Managers
California
$10.3M +$256K +3,990 +3%
LMIM
548
Lockheed Martin Investment Management
Maryland
$10.3M +$2.15M +33,500 +26%
OCMI
549
Oaktop Capital Management II
New Jersey
$10.3M – – –
BA
550
Bridgewater Associates
Connecticut
$10.2M +$9.87M +153,840 +3,034%
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