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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
626
Duncker Streett & Co
Missouri
$7.98M +$31.3K +520 +0.4%
SIG
627
Stonegate Investment Group
Alabama
$7.96M +$99.9K +1,660 +1%
TPCW
628
TD Private Client Wealth
New York
$7.94M +$140K +2,320 +2%
ACP
629
Aviance Capital Partners
Florida
$7.84M +$15K +250 +0.2%
LSA
630
L & S Advisors
California
$7.84M +$3.99M +66,370 +119%
NP
631
Nilsine Partners
Colorado
$7.79M +$7.3M +121,400 New
VI
632
Vestcor Inc
New Brunswick, Canada
$7.78M -$21.7K -360 -0.3%
GVAG
633
Great Valley Advisor Group
Delaware
$7.75M +$1.81M +30,090 +33%
PJSIMP
634
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.7M +$4.66M +77,510 +165%
UIC
635
Uniplan Investment Counsel
Wisconsin
$7.69M +$12K +200 +0.2%
WHG
636
Westwood Holdings Group
Texas
$7.67M -$3.61K -60 -0.1%
SFI
637
Siemens Fonds Invest
Germany
$7.65M -$243K -4,040 -3%
OSNBOA
638
Old Second National Bank of Aurora
Illinois
$7.65M -$1.27M -21,040 -15%
GH
639
GAM Holding
Switzerland
$7.59M +$800K +13,300 +13%
CA
640
Cetera Advisors
Colorado
$7.59M +$30.7K +510 +0.4%
CANY
641
Caxton Associates (New York)
New York
$7.53M +$7.06M +117,410 New
VIM
642
Vancity Investment Management
British Columbia, Canada
$7.5M -$443K -7,370 -6%
GC
643
Grimes & Company
Massachusetts
$7.44M -$7.22K -120 -0.1%
SIM
644
Seaview Investment Managers
Florida
$7.43M +$6.97M +115,830 New
Carson Wealth (CWM LLC)
645
Carson Wealth (CWM LLC)
Nebraska
$7.41M +$1.61M +26,780 +30%
TA
646
TruWealth Advisors
Louisiana
$7.4M +$220K +3,660 +3%
IWP
647
Icon Wealth Partners
Texas
$7.36M +$6.9M +114,670 New
IAA
648
Independent Advisor Alliance
North Carolina
$7.35M +$9.02K +150 +0.1%
PSP
649
Principal Street Partners
Tennessee
$7.31M -$31.3K -520 -0.5%
ORI
650
Oak Ridge Investments
Illinois
$7.3M -$74K -1,230 -1%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.