We are live on ! Find out more
AVGO icon

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
ASN
526
Advisory Services Network
Georgia
$11.2M +$1.54M +25,580 +17%
IFG
527
Independent Financial Group
California
$11.1M +$510K +8,470 +5%
PIM
528
Penobscot Investment Management
Massachusetts
$11.1M +$228K +3,790 +2%
CWP
529
Cyndeo Wealth Partners
Florida
$11M +$234K +3,890 +2%
CWM
530
Calamos Wealth Management
Illinois
$10.9M +$335K +5,570 +3%
AWM
531
Axxcess Wealth Management
California
$10.9M +$149K +2,470 +1%
VC
532
Vestor Capital
Illinois
$10.9M -$152K -2,530 -1%
Credit Agricole
533
Credit Agricole
France
$10.8M -$230K -3,820 -2%
KPWS
534
Kestra Private Wealth Services
Texas
$10.8M +$2.76M +45,820 +38%
CG
535
Colony Group
Massachusetts
$10.7M -$1.82M -30,220 -15%
WorldQuant Millennium Advisors
536
WorldQuant Millennium Advisors
New York
$10.7M -$18.4M -306,000 -65%
VCA
537
Verdence Capital Advisors
Maryland
$10.7M -$318K -5,290 -3%
SS
538
Simplicity Solutions
Minnesota
$10.6M +$4.47M +74,220 +81%
FFM
539
Fullerton Fund Management
Singapore
$10.6M +$3.78M +62,910 +62%
RPA
540
Rock Point Advisors
Vermont
$10.6M -$2.2M -36,550 -18%
BCM
541
Barometer Capital Management
Ontario, Canada
$10.6M +$3.02M +50,260 +44%
CWM
542
Compass Wealth Management
Connecticut
$10.5M -$793K -13,180 -7%
FM
543
Freemont Management
Switzerland
$10.5M +$9.87M +164,000 New
JIC
544
Johnson Investment Counsel
Ohio
$10.5M +$165K +2,740 +2%
AUB
545
Atlantic Union Bankshares
Virginia
$10.5M +$25.9K +430 +0.3%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$10.5M -$185K -3,080 -2%
CIC
547
Carnegie Investment Counsel
Ohio
$10.5M +$1.42M +23,530 +17%
OPCM
548
Osborne Partners Capital Management
California
$10.4M -$3.01K -50 -0%
FAM
549
Fred Alger Management
New York
$10.4M +$1.14M +18,880 +13%
ELC
550
Edgar Lomax Company
Virginia
$10.3M +$1.05M +17,450 +12%

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.