AVGO icon

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 %
PGAM
551
Princeton Global Asset Management
New Jersey
$19.3M +$51.3K +460 +0.3%
Envestnet Portfolio Solutions
552
Envestnet Portfolio Solutions
Illinois
$19.2M -$5.79M -51,880 -23%
IAA
553
Independent Advisor Alliance
North Carolina
$19.2M +$1.44M +12,920 +8%
VIM
554
Vinva Investment Management
Australia
$19.2M +$4.46M +39,780 +30%
CIC
555
Crawford Investment Counsel
Georgia
$19.1M -$5.54M -49,640 -22%
SGAM
556
Smith Group Asset Management
Texas
$19.1M +$19.1M +170,940 New
BFS
557
Bradley Foster & Sargent
Connecticut
$18.9M +$1.5M +13,400 +9%
FFP
558
FourThought Financial Partners
Florida
$18.8M -$416K -3,730 -2%
MAM
559
Meeder Asset Management
Ohio
$18.8M -$4.99M -44,730 -21%
LSCM
560
Light Street Capital Management
California
$18.8M -$4.5M -40,280 -19%
BFA
561
Bragg Financial Advisors
North Carolina
$18.7M -$844K -7,560 -4%
AUB
562
Atlantic Union Bankshares
Virginia
$18.6M -$147K -1,320 -0.8%
SW
563
SteelPeak Wealth
California
$18.6M -$7.47M -66,880 -29%
BCI
564
Brinker Capital Investments
Pennsylvania
$18.6M +$694K +6,460 +4%
OPS
565
Orion Portfolio Solutions
Nebraska
$18.6M +$694K +6,460 +4%
MC
566
Miramar Capital
Illinois
$18.5M -$491K -4,400 -3%
SWP
567
Stratos Wealth Partners
Ohio
$18.5M -$853K -7,640 -4%
DT
568
Diversified Trust
Tennessee
$18.5M -$220K -1,970 -1%
LIP
569
Liontrust Investment Partners
United Kingdom
$18.4M -$18.4M -165,000 -50%
SAM
570
Shell Asset Management
Netherlands
$18.2M -$3.41M -30,530 -16%
BCMO
571
Buckingham Capital Management (Ohio)
Ohio
$18.1M -$2.62M -23,510 -13%
MC
572
Moors & Cabot
Massachusetts
$18.1M -$2.71M -24,250 -13%
VC
573
Vestor Capital
Illinois
$18.1M -$183K -1,640 -1%
HFS
574
Hantz Financial Services
Michigan
$17.9M -$2.45M -21,970 -12%
CWM
575
Calamos Wealth Management
Illinois
$17.5M -$212K -1,900 -1%
21 22
23
24 25