AVGO icon

Broadcom
AVGO

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 %
SIMG
551
Sonora Investment Management Group
Arizona
$13.7M +$604K +6,960 +5%
IAN
552
Integrated Advisors Network
Texas
$13.5M +$270K +3,110 +2%
MC
553
Middleton & Co
Massachusetts
$13.5M +$525K +6,050 +4%
BFS
554
Bradley Foster & Sargent
Connecticut
$13.5M +$775K +8,930 +6%
CWP
555
Cyndeo Wealth Partners
Florida
$13.4M -$1.49M -17,160 -10%
NGA
556
Naples Global Advisors
Florida
$13.4M -$20.8K -240 -0.2%
PMAM
557
Picton Mahoney Asset Management
Ontario, Canada
$13.4M +$24.3K +280 +0.2%
AWM
558
Axxcess Wealth Management
California
$13.4M -$1.33M -15,350 -9%
CAL
559
Capital Analysts LLC
Pennsylvania
$13.3M +$290K +3,340 +2%
IMCOOI
560
Investment Management Corp of Ontario (IMCO)
Canada
$13.2M -$3.12M -36,000 -19%
EWM
561
Endurance Wealth Management
Rhode Island
$13.2M +$31.2K +360 +0.2%
MGP
562
Metis Global Partners
California
$13.1M -$438K -5,050 -3%
FCH
563
Freestone Capital Holdings
Washington
$13M -$131K -1,510 -1%
LBC
564
Lowe Brockenbrough & Co
Virginia
$13M +$84.1K +970 +0.7%
LFDLE
565
La Financiere de L'Echiquier
France
$13M +$13M +150,000 New
BFG
566
Bleakley Financial Group
New Jersey
$13M -$225K -2,590 -2%
NEAM
567
New England Asset Management
Connecticut
$13M – – –
KRSITF
568
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13M +$85K +980 +0.7%
Carson Wealth (CWM LLC)
569
Carson Wealth (CWM LLC)
Nebraska
$13M +$2.96M +34,130 +30%
FNT
570
First National Trust
Pennsylvania
$12.9M -$91.1K -1,050 -0.7%
AWS
571
Atria Wealth Solutions
New York
$12.8M -$121K -1,390 -0.9%
BCM
572
Barometer Capital Management
Ontario, Canada
$12.7M -$1.56M -18,000 -11%
Kovitz Investment Group Partners
573
Kovitz Investment Group Partners
Illinois
$12.7M -$3.76M -43,290 -23%
CIG
574
Consolidated Investment Group
Colorado
$12.6M – – –
BCM
575
Bridgeway Capital Management
Texas
$12.6M +$8.63M +99,500 +215%
21 22
23
24 25