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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
601
Pathstone Family Office
New Jersey
$8.83M -$17.6M -291,920 -68%
MYAM
602
Meiji Yasuda Asset Management
Japan
$8.73M -$405K -6,730 -5%
BPCE
603
Bank Pictet & Cie (Europe)
Germany
$8.7M +$8.16M +135,670 New
Acadian Asset Management
604
Acadian Asset Management
Massachusetts
$8.68M -$9.3M -154,620 -53%
PGFC
605
Peapack-Gladstone Financial Corp
New Jersey
$8.62M +$958K +15,920 +13%
GWM
606
Geneos Wealth Management
Colorado
$8.61M -$3.26M -54,130 -29%
AWM
607
Apollon Wealth Management
South Carolina
$8.57M +$120K +1,990 +2%
SBIA
608
Sheaff Brock Investment Advisors
Indiana
$8.53M +$70.4K +1,170 +0.9%
WIC
609
Woodmont Investment Counsel
Tennessee
$8.51M +$111K +1,850 +1%
ATC
610
Argent Trust Co
Tennessee
$8.43M -$157K -2,610 -2%
NMIMC
611
Northwestern Mutual Investment Management Company
Wisconsin
$8.43M +$267K +4,430 +3%
GFG
612
Greystone Financial Group
Michigan
$8.42M -$1.59M -26,360 -17%
PFM
613
Premier Fund Managers
United Kingdom
$8.42M -$241K -4,010 -3%
CIP
614
Chartwell Investment Partners
Pennsylvania
$8.39M -$24.1K -400 -0.3%
Loomis, Sayles & Company
615
Loomis, Sayles & Company
Massachusetts
$8.38M +$247K +4,100 +3%
SDIC
616
South Dakota Investment Council
South Dakota
$8.32M
DBT
617
Dubuque Bank & Trust
Iowa
$8.32M -$831K -13,810 -10%
NC
618
Nicholas Company
Wisconsin
$8.28M -$1.63M -27,150 -17%
VWA
619
Visionary Wealth Advisors
Illinois
$8.27M -$40.3K -670 -0.5%
LTI
620
Laffer Tengler Investments
Tennessee
$8.14M +$158K +2,620 +2%
Boston Partners
621
Boston Partners
Massachusetts
$8.12M +$818K +13,590 +12%
BBHC
622
Brown Brothers Harriman & Co
New York
$8.12M +$130K +2,160 +2%
NIP
623
Nicholas Investment Partners
California
$8.12M -$1.09M -18,110 -13%
SIC
624
SFE Investment Counsel
California
$8.11M -$307K -5,100 -4%
TBA
625
Tower Bridge Advisors
Pennsylvania
$8.07M -$135K -2,250 -2%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.