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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 %
AAS
576
Avantax Advisory Services
Texas
$12.6M +$521K +6,010 +4%
CRI
577
Commonwealth Retirement Investments
Virginia
$12.6M +$35.6K +410 +0.3%
MICM
578
Matthews International Capital Management
California
$12.4M -$29.6M -341,230 -70%
DWP
579
Daymark Wealth Partners
Ohio
$12.4M +$10.4K +120 +0.1%
SSWM
580
Smith Salley Wealth Management
North Carolina
$12.3M -$951K -10,960 -7%
CWG
581
Cornerstone Wealth Group
North Carolina
$12.3M -$224K -2,580 -2%
RIG
582
Renaissance Investment Group
Massachusetts
$12.3M -$39K -450 -0.3%
JIC
583
Johnson Investment Counsel
Ohio
$12.3M -$1.95M -22,470 -14%
AWM
584
Apollon Wealth Management
South Carolina
$12.3M +$680K +7,840 +6%
GI
585
Gradient Investments
Minnesota
$12.2M -$24.5M -282,560 -67%
ACP
586
Aviance Capital Partners
Florida
$12.2M +$1.59M +18,310 +15%
SCP
587
Steamboat Capital Partners
New York
$12.2M -$5.17M -59,570 -30%
CG
588
Colony Group
Massachusetts
$12.2M -$2.37M -27,360 -16%
VVP
589
Venture Visionary Partners
Ohio
$12.2M -$335K -3,860 -3%
ATC
590
Argent Trust Co
Tennessee
$12.1M +$702K +8,090 +6%
AG
591
AIA Group
Hong Kong
$12.1M -$1.61M -18,580 -12%
ERWM
592
Elk River Wealth Management
Colorado
$12.1M -$376K -4,340 -3%
VCA
593
Verdence Capital Advisors
Maryland
$12M -$2.46M -28,360 -17%
GWM
594
Geneos Wealth Management
Colorado
$11.9M +$292K +3,370 +3%
AF
595
Alerus Financial
North Dakota
$11.9M -$1.57M -18,060 -12%
PCM
596
Penserra Capital Management
California
$11.8M -$6.94M -80,070 -37%
OCAM
597
Onex Canada Asset Management
Ontario, Canada
$11.8M -$1.76M -20,240 -13%
SGA
598
Strategic Global Advisors
California
$11.8M -$880K -10,140 -7%
LS
599
Livforsakringsbolaget Skandia
Sweden
$11.6M -$1.15M -13,300 -9%
PFO
600
Pathstone Family Office
New Jersey
$11.6M -$61.7K -720 -0.5%
22 23
24
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