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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
701
Lindbrook Capital
California
$6.24M +$150K +2,490 +3%
LI
702
LMCG Investments
Massachusetts
$6.2M -$75.8K -1,260 -1%
BIM
703
Baldwin Investment Management
Pennsylvania
$6.18M -$128K -2,130 -2%
MNBTD
704
Moody National Bank Trust Division
Texas
$6.13M +$90.8K +1,510 +2%
TFS
705
Thoroughbred Financial Services
Tennessee
$6.09M -$199K -3,310 -3%
Impax Asset Management Group
706
Impax Asset Management Group
United Kingdom
$6.02M -$239K -3,980 -4%
WCA
707
Westover Capital Advisors
Delaware
$6M -$61.4K -1,020 -1%
CS
708
Comerica Securities
Michigan
$5.98M -$43.9K -730 -0.8%
KOCAA
709
Knights of Columbus Asset Advisors
Connecticut
$5.97M +$1.23M +20,460 +28%
NFC
710
Northeast Financial Consultants
Connecticut
$5.88M -$119K -1,970 -2%
IMOV
711
Investment Management of Virginia
Virginia
$5.87M -$153K -2,550 -3%
EDRH
712
Edmond de Rothschild Holding
Switzerland
$5.86M -$1.04M -17,320 -16%
NG
713
NatWest Group
United Kingdom
$5.82M -$494K -8,210 -8%
PVH
714
Psagot Value Holdings
Israel
$5.81M -$504K -8,370 -8%
GIA
715
Gladstone Institutional Advisory
Florida
$5.77M +$411K +6,830 +8%
FEG
716
Financial Enhancement Group
Indiana
$5.77M +$12.6K +210 +0.2%
RCIM
717
Red Cedar Investment Management
Michigan
$5.75M +$1.46M +24,300 +37%
PCOC
718
Power Corp of Canada
Canada
$5.74M +$5.43M +90,290 New
MOS
719
MGO One Seven
Ohio
$5.7M +$1.98M +32,990 +59%
SCP
720
Sandhill Capital Partners
New York
$5.69M +$360K +5,990 +7%
EIA
721
Eastover Investment Advisors
North Carolina
$5.67M +$5.32M +88,430 New
CCT
722
Capital City Trust
Florida
$5.66M -$3.61K -60 -0.1%
CAM
723
Cresset Asset Management
Illinois
$5.58M -$87.8K -1,460 -2%
APP
724
Avantax Planning Partners
Iowa
$5.57M +$599K +9,960 +13%
SI
725
Shaker Investments
Ohio
$5.56M +$44.5K +740 +0.9%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.