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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 %
LPT
676
Legacy Private Trust
Wisconsin
$8.42M -$44.9K -540 -0.5%
AAM
677
Aureus Asset Management
Massachusetts
$8.41M -$611K -7,360 -7%
GIM
678
Goelzer Investment Management
Indiana
$8.4M -$708K -8,520 -8%
RPA
679
Rock Point Advisors
Vermont
$8.39M -$77.2K -930 -0.9%
ANBT
680
American National Bank & Trust
Texas
$8.38M -$712K -8,570 -8%
ECML
681
Eagle Capital Management (Louisiana)
Louisiana
$8.36M -$228K -2,740 -3%
VVP
682
Venture Visionary Partners
Ohio
$8.34M -$3.3M -39,740 -28%
OHIS
683
Oak Harvest Investment Services
Texas
$8.3M +$1.9M +22,890 +30%
LMIM
684
Lockheed Martin Investment Management
Maryland
$8.29M +$1.38M +18,200 +20%
CIM
685
Chiron Investment Management
New York
$8.19M +$8.19M +98,580 New
PWM
686
Perigon Wealth Management
California
$8.13M +$130K +1,560 +2%
FFWA
687
FRG Family Wealth Advisors
Washington
$8.11M +$64.8K +780 +0.8%
TCM
688
Twin Capital Management
Pennsylvania
$8.1M -$19.9K -240 -0.2%
CQS
689
Credential Qtrade Securities
$8.08M -$654K -7,870 -7%
Impax Asset Management Group
690
Impax Asset Management Group
United Kingdom
$8.06M -$179K -2,150 -2%
BFM
691
Boston Financial Management
Massachusetts
$8.05M -$91.4K -1,100 -1%
CJL
692
Cyrus J. Lawrence
New York
$7.99M +$114K +1,370 +1%
VWA
693
Visionary Wealth Advisors
Illinois
$7.98M -$2.57M -30,970 -24%
CAM
694
Congress Asset Management
Massachusetts
$7.97M -$380K -4,580 -5%
ATPW
695
Ashton Thomas Private Wealth
Arizona
$7.95M +$145K +1,750 +2%
BIM
696
Bridges Investment Management
Nebraska
$7.93M -$195K -2,350 -2%
RMC
697
Resources Management Corp
Connecticut
$7.93M -$185K -2,230 -2%
IUHSA
698
Itau Unibanco Holding S.A.
Brazil
$7.92M +$7.92M +95,340 New
CNBTD
699
Citizens National Bank Trust Department
Mississippi
$7.9M -$74.8K -900 -0.9%
TSW
700
Thompson Siegel & Walmsley
Virginia
$7.9M -$831K -10,000 -10%
26 27
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