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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 %
WAOTB
551
Wealth Advisors of Tampa Bay
Florida
$13.7M +$6.62M +79,730 +94%
SCP
552
Shorepoint Capital Partners
Massachusetts
$13.6M -$16.9M -194,810 Closed
VC
553
Vestor Capital
Illinois
$13.6M -$184K -2,210 -1%
BFS
554
Bradley Foster & Sargent
Connecticut
$13.5M – – –
CAM
555
ClariVest Asset Management
California
$13.4M -$753K -9,070 -5%
BCM
556
Bridgeway Capital Management
Texas
$13.4M +$1.33M +15,990 +11%
OCMI
557
Oaktop Capital Management II
New Jersey
$13.3M – – –
MC
558
Muhlenkamp & Co
Pennsylvania
$13.3M -$65.6K -790 -0.5%
IAA
559
Independent Advisor Alliance
North Carolina
$13.2M +$2.38M +28,640 +22%
CWM
560
Calamos Wealth Management
Illinois
$13.2M -$792K -9,540 -6%
MC
561
Middleton & Co
Massachusetts
$13.2M +$249K +3,000 +2%
GCM
562
Genus Capital Management
British Columbia, Canada
$13.2M -$938K -11,290 -7%
SIMG
563
Sonora Investment Management Group
Arizona
$13.1M +$29.1K +350 +0.2%
CWP
564
Cyndeo Wealth Partners
Florida
$13M +$126K +1,520 +1%
ELC
565
Edgar Lomax Company
Virginia
$13M -$213K -2,570 -2%
VI
566
Vestcor Inc
New Brunswick, Canada
$13M -$1.09M -13,110 -8%
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$12.8M -$1.03M -12,460 -7%
SAM
568
Strategy Asset Managers
California
$12.8M -$1.01M -12,220 -7%
CAL
569
Capital Analysts LLC
Pennsylvania
$12.8M +$10.8K +130 +0.1%
JMFC
570
J.M. Forbes & Co
Massachusetts
$12.7M -$3.06M -36,830 -19%
BCM
571
Barometer Capital Management
Ontario, Canada
$12.7M +$505K +6,080 +4%
AAS
572
Avantax Advisory Services
Texas
$12.7M +$635K +7,640 +5%
PMAM
573
Picton Mahoney Asset Management
Ontario, Canada
$12.7M -$162K -1,950 -1%
JIC
574
Johnson Investment Counsel
Ohio
$12.6M +$888K +10,690 +8%
FVWA
575
Foster Victor Wealth Advisors
South Carolina
$12.6M -$3.65M -43,130 -22%
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