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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 %
CIG
626
Consolidated Investment Group
Colorado
$14.7M – – –
WAS
627
WESPAC Advisors SoCal
California
$14.7M +$63.6K +570 +0.4%
BBHC
628
Brown Brothers Harriman & Co
New York
$14.6M +$183K +1,640 +1%
CRI
629
Commonwealth Retirement Investments
Virginia
$14.5M -$1.16M -10,350 -7%
SSWM
630
Smith Salley Wealth Management
North Carolina
$14.5M -$1.31M -11,740 -8%
DAS
631
Dynamic Advisor Solutions
Arizona
$14.4M +$5.88M +56,080 +69%
CIA
632
Covington Investment Advisors
Pennsylvania
$14.3M +$3.88M +34,770 +37%
VCA
633
Verdence Capital Advisors
Maryland
$14.2M -$2.17M -19,430 -13%
SSG
634
Summit Securities Group
New York
$14.2M +$14.2M +126,920 +27,591%
WorldQuant Millennium Advisors
635
WorldQuant Millennium Advisors
New York
$14.2M +$13M +116,490 +1,109%
Kovitz Investment Group Partners
636
Kovitz Investment Group Partners
Illinois
$14.1M -$1.93M -17,260 -12%
PJSIMP
637
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.1M -$911K -7,560 -6%
MCM
638
McKinley Capital Management
Alaska
$14M +$5.37M +48,110 +62%
AF
639
Allworth Financial
California
$13.9M +$8.07M +72,290 +139%
HCS
640
Himension Capital (Singapore)
Singapore
$13.9M +$5.52M +49,490 +66%
WC
641
Whitney & Co
New York
$13.9M +$7.41M +66,370 +115%
PAS
642
Park Avenue Securities
New York
$13.8M +$1.77M +15,830 +15%
JC
643
JB Capital
Connecticut
$13.8M +$994K +8,900 +8%
NSAM
644
North Star Asset Management
Wisconsin
$13.8M +$11.8M +105,520 +586%
PCA
645
Pallas Capital Advisors
Massachusetts
$13.7M +$371K +3,320 +3%
DSC
646
Duncker Streett & Co
Missouri
$13.7M +$30.1K +270 +0.2%
SCP
647
Steamboat Capital Partners
New York
$13.6M +$104K +930 +0.8%
GH
648
GAM Holding
Switzerland
$13.6M +$420K +3,760 +3%
PGFC
649
Peapack-Gladstone Financial Corp
New Jersey
$13.5M -$575K -5,150 -4%
FVWA
650
Foster Victor Wealth Advisors
South Carolina
$13.4M -$2.57M -23,940 -16%
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