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Broadcom
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Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
526
Miramar Capital
Illinois
$15M -$2.7M -31,140 -15%
CAM
527
Cozad Asset Management
Illinois
$15M -$690K -7,950 -4%
AUB
528
Atlantic Union Bankshares
Virginia
$14.9M +$690K +7,950 +5%
DT
529
Diversified Trust
Tennessee
$14.8M -$393K -4,530 -3%
CAM
530
ClariVest Asset Management
California
$14.8M -$2.52M -29,000 -15%
GCM
531
Genus Capital Management
British Columbia, Canada
$14.8M +$14.8M +170,160 New
Select Equity Group
532
Select Equity Group
New York
$14.7M -$2M -23,080 -12%
1IA
533
1834 Investment Advisors
Wisconsin
$14.7M -$2.55M -29,370 -15%
VI
534
Vestcor Inc
New Brunswick, Canada
$14.7M +$4.15M +47,890 +39%
CWM
535
Calamos Wealth Management
Illinois
$14.6M -$166K -1,910 -1%
BCM
536
BTC Capital Management
Iowa
$14.6M -$4.01M -46,050 -22%
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$14.5M +$307K +3,540 +2%
SAM
538
Strategy Asset Managers
California
$14.4M +$509K +5,870 +4%
VC
539
Vestor Capital
Illinois
$14.4M -$273K -3,150 -2%
SWP
540
Stratos Wealth Partners
Ohio
$14.4M +$986K +11,370 +7%
FM
541
Freemont Management
Switzerland
$14.2M – – –
PGAM
542
Princeton Global Asset Management
New Jersey
$14.2M -$2.06M -23,740 -13%
Credit Agricole
543
Credit Agricole
France
$14.2M -$464K -5,350 -3%
ASN
544
Advisory Services Network
Georgia
$14.1M -$1.11M -12,740 -7%
CWM
545
Compass Wealth Management
Connecticut
$14M -$223K -2,570 -2%
MC
546
Muhlenkamp & Co
Pennsylvania
$13.9M +$13.9M +160,350 New
OCMI
547
Oaktop Capital Management II
New Jersey
$13.9M – – –
ELC
548
Edgar Lomax Company
Virginia
$13.8M -$183K -2,110 -1%
TA
549
TruWealth Advisors
Louisiana
$13.7M +$3.74M +43,100 +37%
SS
550
Simplicity Solutions
Minnesota
$13.7M -$673K -7,760 -5%
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