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Broadcom
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Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
626
Horizon Investments
North Carolina
$5.24M -$1.89M -42,660 -27%
RC
627
RegentAtlantic Capital
New Jersey
$5.24M +$28K +630 +0.5%
ORI
628
Oak Ridge Investments
Illinois
$5.17M -$69.7K -1,570 -1%
TPCW
629
TD Private Client Wealth
New York
$5.13M +$422K +9,500 +9%
SIC
630
SFE Investment Counsel
California
$5.05M +$2.62M +58,930 +107%
AFM
631
Andesa Financial Management
Pennsylvania
$5.04M +$1.7M +38,290 +51%
WS
632
Wedbush Securities
California
$5.03M +$55.5K +1,250 +1%
ANBT
633
American National Bank & Trust
Texas
$5.02M +$28.4K +640 +0.6%
CWG
634
Cornerstone Wealth Group
North Carolina
$4.97M +$170K +3,820 +4%
SCA
635
Stokes Capital Advisors
South Carolina
$4.95M +$140K +3,150 +3%
IAA
636
Independent Advisor Alliance
North Carolina
$4.91M +$349K +7,870 +8%
Koshinski Asset Management
637
Koshinski Asset Management
Illinois
$4.9M -$51.5K -1,160 -1%
MCWS
638
McKinley Carter Wealth Services
West Virginia
$4.83M +$426K +9,600 +10%
KPWS
639
Kestra Private Wealth Services
Texas
$4.81M +$76.4K +1,720 +2%
PSP
640
Principal Street Partners
Tennessee
$4.79M -$82.1K -1,850 -2%
AAS
641
Avantax Advisory Services
Texas
$4.79M +$2.07M +46,700 +76%
JGUA
642
John G. Ullman & Associates
New York
$4.78M -$5.33K -120 -0.1%
Loomis, Sayles & Company
643
Loomis, Sayles & Company
Massachusetts
$4.74M -$6.7M -150,950 -59%
FBT
644
First Bankers Trust
Kentucky
$4.73M -$32K -720 -0.7%
WAM
645
Weiss Asset Management
Massachusetts
$4.72M +$4.72M +106,220 New
BCM
646
Bridgeway Capital Management
Texas
$4.71M -$2.64M -59,500 -36%
TAIM
647
Te Ahumairangi Investment Management
New Zealand
$4.7M -$178K -4,000 -4%
ECML
648
Eagle Capital Management (Louisiana)
Louisiana
$4.7M +$6.66K +150 +0.1%
TA
649
TruWealth Advisors
Louisiana
$4.68M +$394K +8,880 +9%
TSW
650
Thompson Siegel & Walmsley
Virginia
$4.67M -$1.29M -29,000 -22%
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