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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
576
Lowe Brockenbrough & Co
Virginia
$9.57M +$177K +2,760 +2%
KRSITF
577
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.54M +$255K +3,970 +3%
AWS
578
Atria Wealth Solutions
New York
$9.53M -$292K -4,550 -3%
HVM
579
Harvest Volatility Management
Connecticut
$9.49M -$1.34M -21,090 -12%
LS
580
Livforsakringsbolaget Skandia
Sweden
$9.47M – – –
KWM
581
Kingsview Wealth Management
Oregon
$9.45M -$549K -8,560 -5%
BFS
582
Bradley Foster & Sargent
Connecticut
$9.42M +$30.2K +470 +0.3%
SGA
583
Strategic Global Advisors
California
$9.37M -$828K -12,910 -8%
CIG
584
Consolidated Investment Group
Colorado
$9.35M – – –
CRI
585
Commonwealth Retirement Investments
Virginia
$9.27M +$7.7K +120 +0.1%
CWG
586
Cornerstone Wealth Group
North Carolina
$9.26M +$1.96M +30,570 +27%
VVP
587
Venture Visionary Partners
Ohio
$9.23M +$865K +13,480 +10%
AAM
588
Aureus Asset Management
Massachusetts
$9.21M +$130K +2,030 +1%
HIP
589
Harrell Investment Partners
Texas
$9.21M +$366K +5,770 +4%
ERWM
590
Elk River Wealth Management
Colorado
$9.21M +$115K +1,800 +1%
DWP
591
Daymark Wealth Partners
Ohio
$9.2M +$595K +9,280 +7%
RIG
592
Renaissance Investment Group
Massachusetts
$9.11M +$86.6K +1,350 +1%
AMBIA
593
Allen Mooney & Barnes Investment Advisors
Georgia
$9.03M +$416K +6,480 +5%
VIM
594
Vinva Investment Management
Australia
$8.96M +$8.96M +141,360 New
AAS
595
Avantax Advisory Services
Texas
$8.92M +$1.96M +30,550 +28%
PFS
596
Prospera Financial Services
Texas
$8.87M +$385K +5,990 +5%
PFO
597
Pathstone Family Office
New Jersey
$8.83M -$19M -291,920 -68%
MYAM
598
Meiji Yasuda Asset Management
Japan
$8.73M -$432K -6,730 -5%
BPCE
599
Bank Pictet & Cie (Europe)
Germany
$8.7M +$8.7M +135,670 New
Acadian Asset Management
600
Acadian Asset Management
Massachusetts
$8.68M -$9.91M -154,620 -53%
22 23
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