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 %
KRSITF
576
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$17.5M +$814K +7,290 +5%
MC
577
Muhlenkamp & Co
Pennsylvania
$17.4M -$363K -3,250 -2%
EF
578
Empowered Funds
Pennsylvania
$17.4M -$4.73M -42,400 -21%
MC
579
Middleton & Co
Massachusetts
$17.4M -$326K -2,920 -2%
CWP
580
Cyndeo Wealth Partners
Florida
$17.3M -$175K -1,570 -1%
JMFC
581
J.M. Forbes & Co
Massachusetts
$17.2M +$133K +1,190 +0.8%
CWM
582
Compass Wealth Management
Connecticut
$17M +$508K +4,550 +3%
CAG
583
Crestwood Advisors Group
Massachusetts
$17M +$303K +2,710 +2%
JIC
584
Johnson Investment Counsel
Ohio
$16.9M -$44.7K -400 -0.3%
SAM
585
Strategy Asset Managers
California
$16.9M -$267K -2,390 -2%
Focus Partners Wealth
586
Focus Partners Wealth
Massachusetts
$16.9M +$16.9M +151,500 New
LS
587
Livforsakringsbolaget Skandia
Sweden
$16.9M +$2.57M +23,000 +18%
GI
588
Gradient Investments
Minnesota
$16.9M +$213K +1,910 +1%
ACP
589
Aviance Capital Partners
Florida
$16.8M +$1.32M +11,820 +9%
QCM
590
Quantinno Capital Management
New York
$16.7M +$3.14M +28,170 +23%
ELC
591
Edgar Lomax Company
Virginia
$16.7M -$720K -6,450 -4%
CAL
592
Capital Analysts LLC
Pennsylvania
$16.7M -$517K -4,630 -3%
SCP
593
Shorepoint Capital Partners
Massachusetts
$16.6M +$16.6M +148,730 New
SS
594
Simplicity Solutions
Minnesota
$16.6M +$417K +3,740 +3%
BCM
595
Bridgeway Capital Management
Texas
$16.6M -$1.47M -13,140 -8%
TA
596
TruWealth Advisors
Louisiana
$16.6M +$220K +1,970 +1%
AIMCA
597
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.5M +$1.42M +12,700 +9%
MI
598
Mango Investments
Colorado
$16.5M +$16.5M +148,000 New
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$16.4M -$828K -7,420 -5%
NGA
600
Naples Global Advisors
Florida
$16.3M -$580K -5,200 -3%
22 23
24
25 26