AVGO icon

Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
651
Westwood Holdings Group
Texas
$9.17M -$77.2K -930 -0.8%
RBC
652
Romano Brothers & Co
Illinois
$9.05M -$15.8K -190 -0.2%
HW
653
Hedeker Wealth
Illinois
$9.01M +$463K +5,580 +5%
PAS
654
Park Avenue Securities
New York
$8.99M -$164K -1,970 -2%
FA
655
FDx Advisors
Illinois
$8.93M -$12.2M -147,240 -58%
LTI
656
Laffer Tengler Investments
Tennessee
$8.8M -$908K -10,930 -9%
AFG
657
Albion Financial Group
Utah
$8.73M +$103K +1,240 +1%
MCWS
658
McKinley Carter Wealth Services
West Virginia
$8.72M -$426K -5,130 -5%
BFM
659
Boothbay Fund Management
New York
$8.72M +$7.9M +95,100 +967%
MNBTD
660
Moody National Bank Trust Division
Texas
$8.71M +$691K +8,320 +9%
KWM
661
Kingsview Wealth Management
Oregon
$8.71M -$507K -6,110 -6%
GFG
662
Greystone Financial Group
Michigan
$8.7M -$753K -9,060 -8%
SIC
663
SFE Investment Counsel
California
$8.65M -$802K -9,650 -8%
Select Equity Group
664
Select Equity Group
New York
$8.63M -$5.49M -66,130 -39%
GC
665
Grimes & Company
Massachusetts
$8.62M -$145K -1,740 -2%
WWM
666
Western Wealth Management
Colorado
$8.55M +$11.6K +140 +0.1%
LC
667
Lindbrook Capital
California
$8.53M +$64K +770 +0.8%
TFS
668
Thoroughbred Financial Services
Tennessee
$8.5M -$46.5K -560 -0.5%
HWM
669
Hohimer Wealth Management
Washington
$8.48M -$219K -2,640 -3%
GT
670
Greenleaf Trust
Michigan
$8.46M +$110K +1,320 +1%
CCP
671
Clough Capital Partners
Massachusetts
$8.45M – – –
BSW
672
Buckingham Strategic Wealth
Missouri
$8.44M +$64.8K +780 +0.8%
HI
673
Horizon Investments
North Carolina
$8.44M +$1.38M +16,560 +19%
RIM
674
Reliant Investment Management
Tennessee
$8.44M +$60.6K +730 +0.7%
CCB
675
Country Club Bank
Missouri
$8.44M -$222K -2,670 -3%
25 26
27
28 29