AVGO icon

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 %
CAM
576
Cozad Asset Management
Illinois
$12.6M -$1.77M -21,300 -12%
LBC
577
Lowe Brockenbrough & Co
Virginia
$12.6M +$106K +1,280 +0.9%
NGA
578
Naples Global Advisors
Florida
$12.6M -$267K -3,210 -2%
BCM
579
BTC Capital Management
Iowa
$12.5M -$1.36M -16,350 -10%
IAN
580
Integrated Advisors Network
Texas
$12.5M -$468K -5,630 -4%
CAG
581
Crestwood Advisors Group
Massachusetts
$12.4M +$11.7M +140,920 +1,573%
GI
582
Gradient Investments
Minnesota
$12.4M +$703K +8,470 +6%
KRSITF
583
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.4M -$48.2K -580 -0.4%
CWM
584
Compass Wealth Management
Connecticut
$12.3M -$1.11M -13,360 -8%
MYAM
585
Meiji Yasuda Asset Management
Japan
$12.3M +$1.39M +16,780 +13%
VCA
586
Verdence Capital Advisors
Maryland
$12.2M +$741K +8,920 +6%
TA
587
TruWealth Advisors
Louisiana
$12.2M -$998K -12,010 -8%
FCH
588
Freestone Capital Holdings
Washington
$12.1M -$318K -3,830 -3%
SS
589
Simplicity Solutions
Minnesota
$12M -$1.09M -13,160 -8%
FNT
590
First National Trust
Pennsylvania
$11.9M -$486K -5,850 -4%
Kovitz Investment Group Partners
591
Kovitz Investment Group Partners
Illinois
$11.9M -$252K -3,030 -2%
SSWM
592
Smith Salley Wealth Management
North Carolina
$11.8M -$52.3K -630 -0.4%
BFG
593
Bleakley Financial Group
New Jersey
$11.7M -$730K -8,790 -6%
CCS
594
Concentric Capital Strategies
Connecticut
$11.7M +$11.7M +140,840 New
CRI
595
Commonwealth Retirement Investments
Virginia
$11.7M -$369K -4,440 -3%
EF
596
Empirical Finance
Pennsylvania
$11.7M +$1.21M +14,510 +12%
FM
597
Freemont Management
Switzerland
$11.6M -$1.99M -24,000 -15%
CS
598
Clear Street
New York
$11.6M +$11.6M +140,000 New
WA
599
Watchtower Advisors
Connecticut
$11.6M +$11.6M +139,370 New
DWP
600
Daymark Wealth Partners
Ohio
$11.6M -$351K -4,230 -3%
22 23
24
25 26