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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 %
ACP
601
Aviance Capital Partners
Florida
$11.5M -$125K -1,510 -1%
ERWM
602
Elk River Wealth Management
Colorado
$11.5M -$24.9K -300 -0.2%
RIG
603
Renaissance Investment Group
Massachusetts
$11.5M -$258K -3,110 -2%
ATC
604
Argent Trust Co
Tennessee
$11.5M -$88.9K -1,070 -0.8%
WIC
605
Woodmont Investment Counsel
Tennessee
$11.4M +$317K +3,820 +3%
AWM
606
Apollon Wealth Management
South Carolina
$11.3M -$392K -4,720 -3%
CG
607
Colony Group
Massachusetts
$11.3M -$306K -3,690 -3%
AIMCA
608
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.2M +$2.6M +31,300 +30%
CM
609
Crestline Management
Texas
$11M -$5.28M -63,550 -32%
CA
610
Cetera Advisors
Colorado
$11M +$1.19M +14,270 +12%
Point72 Asset Management
611
Point72 Asset Management
Connecticut
$10.9M -$43M -518,000 -80%
CIG
612
Consolidated Investment Group
Colorado
$10.9M -$1.16M -14,000 -10%
VIM
613
Vinva Investment Management
Australia
$10.9M +$235K +2,830 +2%
WAS
614
WESPAC Advisors SoCal
California
$10.9M -$9.97K -120 -0.1%
NMIMC
615
Northwestern Mutual Investment Management Company
Wisconsin
$10.8M -$103K -1,240 -0.9%
PJSIMP
616
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10.8M -$129K -1,490 -1%
SGA
617
Strategic Global Advisors
California
$10.8M -$545K -6,560 -5%
TBA
618
Tower Bridge Advisors
Pennsylvania
$10.7M +$381K +4,590 +4%
BBHC
619
Brown Brothers Harriman & Co
New York
$10.7M +$146K +1,760 +1%
SFI
620
Siemens Fonds Invest
Germany
$10.7M +$907K +10,920 +9%
LS
621
Livforsakringsbolaget Skandia
Sweden
$10.6M -$498K -6,000 -4%
GVAG
622
Great Valley Advisor Group
Delaware
$10.6M +$166K +2,000 +2%
PGFC
623
Peapack-Gladstone Financial Corp
New Jersey
$10.5M -$28.2K -340 -0.3%
WBC
624
Westpac Banking Corp
Australia
$10.3M +$3.8M +45,750 +58%
AR
625
Advisory Research
Illinois
$10.3M -$319K -3,840 -3%
23 24
25
26 27