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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 %
TFS
676
Thoroughbred Financial Services
Tennessee
$12.2M +$777K +6,960 +7%
NPT
677
Nixon Peabody Trust
Massachusetts
$12.1M +$11.7M +104,380 +2,649%
GT
678
Greenleaf Trust
Michigan
$12M +$637K +5,710 +6%
FI
679
FJ Investments
Utah
$12M +$12M +107,480 New
SIG
680
Stonegate Investment Group
Alabama
$12M -$421K -3,770 -3%
RBC
681
Romano Brothers & Co
Illinois
$11.9M -$243K -2,180 -2%
GC
682
Grimes & Company
Massachusetts
$11.9M +$333K +2,980 +3%
P
683
Pitcairn
Pennsylvania
$11.9M +$3.66M +32,790 +44%
LC
684
Lindbrook Capital
California
$11.9M +$401K +3,590 +3%
BCM
685
Bluefin Capital Management
New York
$11.8M +$10.5M +93,420 +807%
HW
686
Hedeker Wealth
Illinois
$11.8M -$345K -3,090 -3%
WWM
687
Western Wealth Management
Colorado
$11.7M +$231K +2,070 +2%
LSAG
688
Lake Street Advisors Group
New Hampshire
$11.7M +$11.7M +104,530 New
AFG
689
Albion Financial Group
Utah
$11.6M -$96K -860 -0.8%
HB
690
HTLF Bank
Colorado
$11.6M +$11.6M +103,850 New
LPT
691
Legacy Private Trust
Wisconsin
$11.6M +$249K +2,230 +2%
TMAM
692
Tokio Marine Asset Management
Japan
$11.6M +$1.11M +9,950 +11%
AAM
693
Ardevora Asset Management
United Kingdom
$11.5M -$15.2M -136,110 -57%
CWM
694
Congress Wealth Management
Massachusetts
$11.4M +$1.61M +14,440 +16%
SAM
695
Sycomore Asset Management
France
$11.4M +$2.23M +19,790 +24%
IWC
696
Integrated Wealth Concepts
Massachusetts
$11.4M +$1.65M +14,740 +17%
ANBT
697
American National Bank & Trust
Texas
$11.3M +$78.1K +700 +0.7%
CA
698
CSM Advisors
Pennsylvania
$11.3M +$11.3M +101,420 New
GIM
699
Goelzer Investment Management
Indiana
$11.3M +$13.4K +120 +0.1%
MWM
700
Meridian Wealth Management
Kentucky
$11.3M +$5.22M +47,460 +86%
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