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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 %
WIC
601
Woodmont Investment Counsel
Tennessee
$11.6M +$75.5K +870 +0.7%
PJSIMP
602
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.6M +$129K +1,410 +1%
HIP
603
Harrell Investment Partners
Texas
$11.5M -$1.09M -12,600 -9%
NMIMC
604
Northwestern Mutual Investment Management Company
Wisconsin
$11.4M +$13K +150 +0.1%
MYAM
605
Meiji Yasuda Asset Management
Japan
$11.4M -$440K -5,070 -4%
WAS
606
WESPAC Advisors SoCal
California
$11.4M -$4.83M -55,700 -30%
IAA
607
Independent Advisor Alliance
North Carolina
$11.3M +$1.38M +15,870 +14%
SBIA
608
Sheaff Brock Investment Advisors
Indiana
$11.2M -$298K -3,430 -3%
HVM
609
Harvest Volatility Management
Connecticut
$11.1M -$1.85M -21,350 -14%
AR
610
Advisory Research
Illinois
$11.1M +$7.81M +89,980 +239%
VIM
611
Vinva Investment Management
Australia
$11.1M -$1.14M -13,190 -9%
BBHC
612
Brown Brothers Harriman & Co
New York
$11M +$67.7K +780 +0.6%
VWA
613
Visionary Wealth Advisors
Illinois
$11M -$163K -1,880 -1%
PGFC
614
Peapack-Gladstone Financial Corp
New Jersey
$11M -$655K -7,550 -6%
NIP
615
Nicholas Investment Partners
California
$11M – – –
GVAG
616
Great Valley Advisor Group
Delaware
$10.9M +$456K +5,260 +4%
EF
617
Empirical Finance
Pennsylvania
$10.9M +$1.22M +14,030 +13%
SDIC
618
South Dakota Investment Council
South Dakota
$10.9M -$347K -4,000 -3%
DBT
619
Dubuque Bank & Trust
Iowa
$10.9M -$370K -4,260 -3%
TBA
620
Tower Bridge Advisors
Pennsylvania
$10.8M -$80.7K -930 -0.7%
DSC
621
Duncker Streett & Co
Missouri
$10.8M -$24.3K -280 -0.2%
PFM
622
Premier Fund Managers
United Kingdom
$10.7M -$773K -8,960 -7%
NP
623
Nilsine Partners
Colorado
$10.5M -$40.8K -470 -0.4%
FFM
624
Fullerton Fund Management
Singapore
$10.4M -$3.87M -44,640 -27%
SIG
625
Stonegate Investment Group
Alabama
$10.4M -$395K -4,550 -4%
23 24
25
26 27