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Broadcom
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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 %
FCH
601
Freestone Capital Holdings
Washington
$16.3M -$38K -340 -0.2%
BFG
602
Bleakley Financial Group
New Jersey
$16.3M +$500K +4,480 +3%
MAM
603
Melqart Asset Management
United Kingdom
$16.2M +$16.2M +145,560 New
CAM
604
Cozad Asset Management
Illinois
$16.1M -$819K -7,340 -5%
DWP
605
Daymark Wealth Partners
Ohio
$16M +$495K +4,430 +3%
WI
606
Wafra Inc
New York
$16M +$9.77M +87,520 +157%
EF
607
Empirical Finance
Pennsylvania
$15.9M +$191K +1,710 +1%
CA
608
Cetera Advisors
Colorado
$15.7M +$972K +8,710 +7%
BIAS
609
Beacon Investment Advisory Services
New Jersey
$15.7M -$7.33M -65,670 -32%
FM
610
Freemont Management
Switzerland
$15.6M – – –
OAC
611
OMERS Administration Corp
Ontario, Canada
$15.6M +$15.6M +139,440 New
NMIMC
612
Northwestern Mutual Investment Management Company
Wisconsin
$15.5M +$967K +8,660 +7%
CAM
613
ClariVest Asset Management
California
$15.5M -$2.58M -23,150 -14%
ATC
614
Argent Trust Co
Tennessee
$15.4M -$5.58K -50 -0%
DGM
615
Delta Global Management
New York
$15.4M +$15.4M +138,390 New
MFAM
616
Motley Fool Asset Management
Virginia
$15.4M +$2.49M +22,290 +19%
ERWM
617
Elk River Wealth Management
Colorado
$15.4M -$87.1K -780 -0.6%
GI
618
GLOBALT Investments
Georgia
$15.4M +$15.4M +137,710 New
TBA
619
Tower Bridge Advisors
Pennsylvania
$15.3M +$860K +7,700 +6%
LSA
620
L & S Advisors
California
$15.2M +$2.07M +18,560 +16%
FNT
621
First National Trust
Pennsylvania
$15.1M -$889K -7,960 -6%
WIC
622
Woodmont Investment Counsel
Tennessee
$15M -$282K -2,530 -2%
RIG
623
Renaissance Investment Group
Massachusetts
$15M -$491K -4,400 -3%
GL
624
Gemsstock Ltd
United Kingdom
$15M +$15M +134,000 New
GC
625
Gratus Capital
Georgia
$14.9M -$10.6M -95,010 -42%
23 24
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