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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 %
BCAM
526
Boston Common Asset Management
Massachusetts
$15.2M -$1.72M -20,670 -10%
HR
527
Howe & Rusling
New York
$15.1M +$71.4K +860 +0.5%
Acadian Asset Management
528
Acadian Asset Management
Massachusetts
$15.1M -$7.64M -91,990 -34%
HFS
529
Hantz Financial Services
Michigan
$15.1M +$326K +3,930 +2%
IWA
530
IBEX Wealth Advisors
New Jersey
$15.1M +$15.1M +181,740 New
NIM
531
NEOS Investment Management
Connecticut
$15M +$15M +181,020 New
MS
532
Maven Securities
Jersey
$14.9M +$11.9M +143,820 +398%
CIC
533
Carnegie Investment Counsel
Ohio
$14.8M +$8.31K +100 +0.1%
MGP
534
Metis Global Partners
California
$14.8M +$2.3M +27,680 +18%
KPWS
535
Kestra Private Wealth Services
Texas
$14.8M +$166K +2,000 +1%
JWM
536
Jackson Wealth Management
Florida
$14.7M +$250K +3,010 +2%
BFIM
537
Beese Fulmer Investment Management
Ohio
$14.6M +$10.8K +130 +0.1%
BFA
538
Bragg Financial Advisors
North Carolina
$14.5M -$318K -3,830 -2%
SWP
539
Stratos Wealth Partners
Ohio
$14.4M +$621K +7,480 +5%
FFP
540
FourThought Financial Partners
Florida
$14.3M -$460K -5,540 -3%
PGAM
541
Princeton Global Asset Management
New Jersey
$14.3M +$690K +8,310 +5%
AG
542
AIA Group
Hong Kong
$14.3M +$2.68M +32,270 +23%
MLICM
543
Metropolitan Life Insurance Company (MetLife)
New York
$14.2M -$909K -10,950 -6%
Squarepoint
544
Squarepoint
New York
$14.2M -$12.7M -152,830 -47%
MC
545
Miramar Capital
Illinois
$14.1M -$247K -2,970 -2%
AWS
546
Atria Wealth Solutions
New York
$14.1M +$1.84M +22,110 +15%
AUB
547
Atlantic Union Bankshares
Virginia
$14M -$296K -3,560 -2%
DT
548
Diversified Trust
Tennessee
$13.9M -$306K -3,680 -2%
BCI
549
Brinker Capital Investments
Pennsylvania
$13.8M -$3.69M -44,420 -21%
OPS
550
Orion Portfolio Solutions
Nebraska
$13.8M -$3.69M -44,420 -21%
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