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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
526
Edgemoor Investment Advisors
Maryland
$20.8M -$80.4K -720 -0.4%
NCM
527
Novare Capital Management
North Carolina
$20.7M -$7.81K -70 -0%
LW
528
Linscomb Wealth
Texas
$20.6M -$1.48M -13,300 -7%
IIM
529
Intact Investment Management
Quebec, Canada
$20.6M +$44.7K +400 +0.2%
AWAG
530
ARS Wealth Advisors Group
Florida
$20.5M -$3.3M -29,590 -14%
Verition Fund Management
531
Verition Fund Management
Connecticut
$20.4M +$13.3M +119,350 +187%
CCMIC
532
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$20.4M -$395K -3,540 -2%
CIC
533
Carnegie Investment Counsel
Ohio
$20.3M +$422K +3,780 +2%
PTC
534
Philadelphia Trust Company
Pennsylvania
$20.2M -$6.25M -55,960 -24%
AG
535
AIA Group
Hong Kong
$20.2M +$1M +8,970 +5%
JWM
536
Jackson Wealth Management
Florida
$20M +$217K +1,940 +1%
MLICM
537
Metropolitan Life Insurance Company (MetLife)
New York
$19.9M +$885K +7,930 +5%
CA
538
Cornerstone Advisors
North Carolina
$19.9M -$1M -9,000 -5%
KPWS
539
Kestra Private Wealth Services
Texas
$19.9M +$35.7K +320 +0.2%
OA
540
Oak Associates
Ohio
$19.9M +$19.9M +177,860 New
VHAM
541
Van Hulzen Asset Management
California
$19.8M -$1.45M -13,010 -7%
PMAM
542
Picton Mahoney Asset Management
Ontario, Canada
$19.8M +$2.78M +24,890 +16%
SAM
543
Silphium Asset Management
United Kingdom
$19.8M +$19.8M +177,240 New
HF
544
HRT Financial
New York
$19.7M -$98.7M -883,800 -83%
BFIM
545
Beese Fulmer Investment Management
Ohio
$19.7M +$46.9K +420 +0.2%
AWS
546
Atria Wealth Solutions
New York
$19.7M +$771K +6,910 +4%
AWCI
547
Alpine Woods Capital Investors
New York
$19.6M -$1.31M -11,780 -6%
AWM
548
Apollon Wealth Management
South Carolina
$19.6M +$4.33M +38,800 +28%
SFI
549
Siemens Fonds Invest
Germany
$19.4M +$5.08M +45,510 +35%
EOJOAM
550
E. Ohman J:or Asset Management
Sweden
$19.3M -$1.9M -17,000 -9%
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