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Broadcom
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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 %
PGFC
601
Peapack-Gladstone Financial Corp
New Jersey
$8.62M +$1.02M +15,920 +13%
GWM
602
Geneos Wealth Management
Colorado
$8.61M -$3.47M -54,130 -29%
AWM
603
Apollon Wealth Management
South Carolina
$8.57M +$128K +1,990 +2%
SBIA
604
Sheaff Brock Investment Advisors
Indiana
$8.53M +$75.1K +1,170 +0.9%
WIC
605
Woodmont Investment Counsel
Tennessee
$8.51M +$119K +1,850 +1%
ATC
606
Argent Trust Co
Tennessee
$8.43M -$167K -2,610 -2%
NMIMC
607
Northwestern Mutual Investment Management Company
Wisconsin
$8.43M +$284K +4,430 +3%
GFG
608
Greystone Financial Group
Michigan
$8.42M -$1.69M -26,360 -17%
PFM
609
Premier Fund Managers
United Kingdom
$8.42M -$254K -4,010 -3%
CIP
610
Chartwell Investment Partners
Pennsylvania
$8.39M -$25.7K -400 -0.3%
Loomis, Sayles & Company
611
Loomis, Sayles & Company
Massachusetts
$8.38M +$263K +4,100 +3%
SDIC
612
South Dakota Investment Council
South Dakota
$8.33M – – –
DBT
613
Dubuque Bank & Trust
Iowa
$8.32M -$886K -13,810 -10%
NC
614
Nicholas Company
Wisconsin
$8.28M -$1.74M -27,150 -17%
VWA
615
Visionary Wealth Advisors
Illinois
$8.27M -$43K -670 -0.5%
LTI
616
Laffer Tengler Investments
Tennessee
$8.14M +$168K +2,620 +2%
Boston Partners
617
Boston Partners
Massachusetts
$8.12M +$872K +13,590 +12%
BBHC
618
Brown Brothers Harriman & Co
New York
$8.12M +$139K +2,160 +2%
NIP
619
Nicholas Investment Partners
California
$8.12M -$1.16M -18,110 -13%
SIC
620
SFE Investment Counsel
California
$8.11M -$312K -5,100 -4%
TBA
621
Tower Bridge Advisors
Pennsylvania
$8.07M -$144K -2,250 -2%
DSC
622
Duncker Streett & Co
Missouri
$7.98M +$33.4K +520 +0.4%
SIG
623
Stonegate Investment Group
Alabama
$7.96M +$106K +1,660 +1%
TPCW
624
TD Private Client Wealth
New York
$7.94M +$149K +2,320 +2%
ACP
625
Aviance Capital Partners
Florida
$7.84M +$16K +250 +0.2%
23 24
25
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