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Broadcom
AVGO

Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
701
Gunderson Capital Management
South Carolina
$8.09M -$730K -8,410 -8%
LI
702
LMCG Investments
Massachusetts
$8.07M -$319K -3,680 -4%
CWM
703
Congress Wealth Management
Massachusetts
$8.01M -$653K -7,530 -8%
NFC
704
Northeast Financial Consultants
Connecticut
$7.95M – – –
LMIM
705
Lockheed Martin Investment Management
Maryland
$7.92M -$5.98M -68,900 -43%
FCBT
706
First Citizens Bank & Trust
North Carolina
$7.92M +$1.88M +21,720 +31%
FBT
707
First Bankers Trust
Kentucky
$7.91M -$1.12M -12,960 -12%
CS
708
Comerica Securities
Michigan
$7.87M -$210K -2,420 -3%
ECM
709
Everence Capital Management
Indiana
$7.85M – – –
IWC
710
Integrated Wealth Concepts
Massachusetts
$7.84M +$1.53M +17,600 +24%
PCOC
711
Power Corp of Canada
Canada
$7.83M – – –
KOCAA
712
Knights of Columbus Asset Advisors
Connecticut
$7.78M -$287K -3,310 -4%
IWP
713
Icon Wealth Partners
Texas
$7.75M -$2.2M -25,360 -22%
DAM
714
Deltec Asset Management
New York
$7.73M +$217K +2,500 +3%
WCA
715
Westover Capital Advisors
Delaware
$7.7M -$408K -4,700 -5%
EIA
716
Eastover Investment Advisors
North Carolina
$7.69M +$19.1K +220 +0.2%
JAM
717
Jupiter Asset Management
United Kingdom
$7.67M +$7.67M +88,480 New
MWM
718
Marietta Wealth Management
Georgia
$7.62M -$834K -9,620 -10%
CCT
719
Capital City Trust
Florida
$7.62M -$43.4K -500 -0.6%
TC
720
TownSquare Capital
Utah
$7.54M +$1.65M +19,010 +28%
APP
721
Avantax Planning Partners
Iowa
$7.54M +$1.74K +20 +0%
NC
722
Nicholas Company
Wisconsin
$7.49M -$3.7M -42,700 -33%
Koshinski Asset Management
723
Koshinski Asset Management
Illinois
$7.48M -$2.04M -23,480 -21%
TMAM
724
Tokio Marine Asset Management
Japan
$7.43M +$372K +4,290 +5%
HI
725
Horizon Investments
North Carolina
$7.38M -$1.9M -21,890 -20%
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