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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 %
AAS
651
Avantax Advisory Services
Texas
$13.4M -$3.62M -32,430 -21%
GAAM
652
Grand Alliance Asset Management
Hong Kong
$13.4M +$13.4M +120,000 New
Impax Asset Management Group
653
Impax Asset Management Group
United Kingdom
$13.3M +$2.45M +21,960 +23%
AAB
654
ABN AMRO Bank
Netherlands
$13.1M +$13.1M +116,660 New
JGUA
655
John G. Ullman & Associates
New York
$13.1M +$5.43M +48,620 +71%
AR
656
Advisory Research
Illinois
$13.1M -$751K -6,730 -5%
SIMG
657
Sonora Investment Management Group
Arizona
$13M -$4.58M -41,030 -26%
GVAG
658
Great Valley Advisor Group
Delaware
$13M -$1.26M -11,280 -9%
ORI
659
Oak Ridge Investments
Illinois
$13M +$332K +2,970 +3%
NP
660
Nilsine Partners
Colorado
$12.9M -$640K -5,730 -5%
BCM
661
Barometer Capital Management
Ontario, Canada
$12.9M -$4.15M -37,150 -24%
ECM
662
Everence Capital Management
Indiana
$12.9M +$1.18M +10,600 +10%
HIP
663
Harrell Investment Partners
Texas
$12.7M +$113K +1,010 +0.9%
SWC
664
Spectrum Wealth Counsel
Indiana
$12.7M +$12.7M +113,670 New
GS
665
GTS Securities
New York
$12.7M +$2.53M +22,650 +25%
RCW
666
Rheos Capital Works
Japan
$12.6M – – –
CIP
667
Chartwell Investment Partners
Pennsylvania
$12.6M -$874K -7,830 -6%
BL
668
Balentine LLC
Georgia
$12.5M +$4.7M +42,090 +60%
SDIC
669
South Dakota Investment Council
South Dakota
$12.4M -$167K -1,500 -1%
CCS
670
Concentric Capital Strategies
Connecticut
$12.4M -$3.33M -29,860 -21%
RPA
671
Rock Point Advisors
Vermont
$12.4M +$1.09M +9,720 +10%
MCWS
672
McKinley Carter Wealth Services
West Virginia
$12.3M +$603K +5,400 +5%
PFM
673
Premier Fund Managers
United Kingdom
$12.3M -$1.39M -12,400 -10%
LTI
674
Laffer Tengler Investments
Tennessee
$12.3M +$455K +4,080 +4%
ETC
675
Exchange Traded Concepts
Oklahoma
$12.2M -$1.02M -9,100 -8%
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