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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 %
BHPW
626
Beverly Hills Private Wealth
California
$10.3M +$4.25M +48,190 +70%
BPCE
627
Bank Pictet & Cie (Europe)
Germany
$10.3M -$1.5M -17,320 -13%
GH
628
GAM Holding
Switzerland
$10.2M -$30.4K -350 -0.3%
LSA
629
L & S Advisors
California
$10.2M -$387K -4,460 -4%
UIC
630
Uniplan Investment Counsel
Wisconsin
$10.2M -$189K -2,180 -2%
CA
631
Cetera Advisors
Colorado
$10.2M -$59K -680 -0.6%
TRCT
632
Tower Research Capital (TRC)
New York
$10.2M +$3.19M +36,740 +46%
SFI
633
Siemens Fonds Invest
Germany
$10.2M -$130K -1,510 -1%
VIM
634
Vancity Investment Management
British Columbia, Canada
$10.1M – – –
LTI
635
Laffer Tengler Investments
Tennessee
$10.1M -$867K -10,000 -8%
JFG
636
Jefferies Financial Group
New York
$10.1M +$7.58M +87,350 +297%
PCA
637
Pallas Capital Advisors
Massachusetts
$10.1M +$572K +6,280 +6%
SIM
638
Seaview Investment Managers
Florida
$9.95M -$101K -1,160 -1%
Boston Partners
639
Boston Partners
Massachusetts
$9.94M -$1.05M -12,050 -10%
SIC
640
SFE Investment Counsel
California
$9.87M -$1.62M -18,640 -14%
GFG
641
Greystone Financial Group
Michigan
$9.87M -$1.52M -17,540 -13%
ORI
642
Oak Ridge Investments
Illinois
$9.8M -$78.9K -910 -0.8%
WHG
643
Westwood Holdings Group
Texas
$9.65M -$725K -8,360 -7%
PAMP
644
Polar Asset Management Partners
Ontario, Canada
$9.63M +$9.63M +111,000 New
KWM
645
Kingsview Wealth Management
Oregon
$9.63M -$3.14M -36,240 -25%
PSP
646
Principal Street Partners
Tennessee
$9.56M -$313K -3,610 -3%
PAS
647
Park Avenue Securities
New York
$9.56M +$9.56M +110,210 New
MCWS
648
McKinley Carter Wealth Services
West Virginia
$9.56M -$168K -1,940 -2%
GIM
649
Goelzer Investment Management
Indiana
$9.51M -$244K -2,810 -2%
V
650
Veritable
Delaware
$9.5M +$9.54K +110 +0.1%
24 25
26
27 28