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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
676
Greenleaf Trust
Michigan
$6.62M +$268K +4,170 +4%
SCA
677
Stokes Capital Advisors
South Carolina
$6.62M -$149K -2,330 -2%
AFG
678
Albion Financial Group
Utah
$6.59M -$94.9K -1,480 -1%
GCM
679
Gunderson Capital Management
South Carolina
$6.52M +$6.52M +101,660 New
WAOTB
680
Wealth Advisors of Tampa Bay
Florida
$6.51M +$32.1K +500 +0.5%
MFAM
681
Motley Fool Asset Management
Virginia
$6.5M +$79.6K +1,240 +1%
Capital Fund Management (CFM)
682
Capital Fund Management (CFM)
France
$6.49M +$6.49M +101,240 New
DIA
683
Dean Investment Associates
Ohio
$6.43M +$1.52M +23,720 +31%
BFPW
684
BOK Financial Private Wealth
Colorado
$6.42M +$168K +2,620 +3%
CWA
685
Carolina Wealth Advisors
South Carolina
$6.41M +$48.8K +760 +0.8%
CWM
686
Congress Wealth Management
Massachusetts
$6.41M -$490K -7,630 -7%
BIM
687
Bridges Investment Management
Nebraska
$6.38M +$58.4K +910 +0.9%
WWM
688
Western Wealth Management
Colorado
$6.37M +$278K +4,330 +5%
LPT
689
Legacy Private Trust
Wisconsin
$6.33M -$51.3K -800 -0.8%
CNBTD
690
Citizens National Bank Trust Department
Mississippi
$6.3M -$133K -2,070 -2%
BFM
691
Boston Financial Management
Massachusetts
$6.28M +$14.1K +220 +0.2%
AG
692
Advocate Group
Minnesota
$6.26M +$196K +3,050 +3%
MWM
693
Marietta Wealth Management
Georgia
$6.26M -$592K -9,220 -9%
BBWA
694
Bell & Brown Wealth Advisors
California
$6.25M -$245K -3,820 -4%
FFWA
695
FRG Family Wealth Advisors
Washington
$6.25M -$73.1K -1,140 -1%
BHWA
696
Beacon Harbor Wealth Advisors
Virginia
$6.25M -$686K -10,700 -10%
LC
697
Lindbrook Capital
California
$6.24M +$160K +2,490 +3%
LI
698
LMCG Investments
Massachusetts
$6.2M -$80.8K -1,260 -1%
BIM
699
Baldwin Investment Management
Pennsylvania
$6.18M -$137K -2,130 -2%
MNBTD
700
Moody National Bank Trust Division
Texas
$6.13M +$96.9K +1,510 +2%
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