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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
SG
651
Stonnington Group
California
$7.29M +$364K +6,050 +5%
BCV
652
Banque Cantonale Vaudoise
Switzerland
$7.25M +$1.23M +20,400 +22%
EF
653
Empowered Funds
Pennsylvania
$7.25M +$6.79M +112,940 New
GIM
654
Goelzer Investment Management
Indiana
$7.21M -$293K -4,870 -4%
MCWS
655
McKinley Carter Wealth Services
West Virginia
$7.19M +$11.4K +190 +0.2%
SGI
656
Summit Global Investments
Utah
$7.17M +$1.17M +19,480 +21%
EF
657
Empirical Finance
Pennsylvania
$7.17M +$341K +5,660 +5%
RBC
658
Romano Brothers & Co
Illinois
$7.12M -$354K -5,880 -5%
Koshinski Asset Management
659
Koshinski Asset Management
Illinois
$7.04M -$85.4K -1,420 -1%
RIM
660
Reliant Investment Management
Tennessee
$7.04M -$812K -13,500 -11%
ANBT
661
American National Bank & Trust
Texas
$7.02M -$137K -2,280 -2%
V
662
Veritable
Delaware
$7.02M +$35.5K +590 +0.5%
HWM
663
Hohimer Wealth Management
Washington
$6.99M +$534K +8,880 +9%
CAM
664
Congress Asset Management
Massachusetts
$6.95M -$1.02M -17,020 -14%
HI
665
Horizon Investments
North Carolina
$6.86M -$1.17M -19,370 -15%
CQS
666
Credential Qtrade Securities
$6.84M +$255K +4,240 +4%
JGUA
667
John G. Ullman & Associates
New York
$6.83M -$51.1K -850 -0.8%
MA
668
Mutual Advisors
Nebraska
$6.78M +$29.5K +490 +0.5%
BAM
669
Belpointe Asset Management
Nevada
$6.78M +$541K +8,990 +9%
JC
670
JB Capital
Connecticut
$6.75M +$59K +980 +0.9%
TSW
671
Thompson Siegel & Walmsley
Virginia
$6.74M -$1.2K -20 -0%
AAIS
672
ABN AMRO Investment Solutions
$6.73M +$6.32M +104,980 New
CCB
673
Country Club Bank
Missouri
$6.69M -$4.01M -66,720 -39%
FBT
674
First Bankers Trust
Kentucky
$6.68M -$110K -1,830 -2%
ECML
675
Eagle Capital Management (Louisiana)
Louisiana
$6.67M -$106K -1,760 -2%

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.