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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 %
AF
701
Alerus Financial
North Dakota
$7.9M -$3.46M -41,640 -30%
SP
702
Symmetry Partners
Connecticut
$7.85M +$2.13M +25,670 +37%
MA
703
Mutual Advisors
Nebraska
$7.84M -$423K -5,090 -5%
TC
704
TownSquare Capital
Utah
$7.82M +$606K +7,290 +8%
DAM
705
Deltec Asset Management
New York
$7.82M +$415K +5,000 +6%
BPCE
706
Bank Pictet & Cie (Europe)
Germany
$7.8M -$2.03M -24,410 -21%
GFS
707
GYL Financial Synergies
Connecticut
$7.79M +$14.1K +170 +0.2%
CIA
708
Covington Investment Advisors
Pennsylvania
$7.78M +$7.78M +93,610 New
LNC
709
Lincoln National Corp
Pennsylvania
$7.77M -$296K -3,560 -4%
TMAM
710
Tokio Marine Asset Management
Japan
$7.77M +$654K +7,880 +9%
SIM
711
Seaview Investment Managers
Florida
$7.65M -$1.88M -22,620 -20%
NFC
712
Northeast Financial Consultants
Connecticut
$7.61M – – –
CCT
713
Capital City Trust
Florida
$7.59M +$301K +3,620 +4%
KOCAA
714
Knights of Columbus Asset Advisors
Connecticut
$7.55M +$97.2K +1,170 +1%
GS
715
GTS Securities
New York
$7.53M +$7.11M +85,610 +1,679%
CWG
716
Cornerstone Wealth Group
North Carolina
$7.53M -$4.23M -50,980 -36%
PCOC
717
Power Corp of Canada
Canada
$7.5M – – –
FBT
718
First Bankers Trust
Kentucky
$7.46M -$115K -1,390 -2%
CA
719
Clearstead Advisors
Ohio
$7.4M +$4.24M +51,000 +134%
Optiver Holding
720
Optiver Holding
Netherlands
$7.39M +$3.81M +45,870 +107%
JAM
721
Jupiter Asset Management
United Kingdom
$7.35M – – –
Hudson Bay Capital Management
722
Hudson Bay Capital Management
Connecticut
$7.34M +$7.34M +88,360 New
EIA
723
Eastover Investment Advisors
North Carolina
$7.33M +$42.7K +520 +0.6%
CFG
724
Cambridge Financial Group
Ohio
$7.32M +$7.32M +88,120 New
CWM
725
Congress Wealth Management
Massachusetts
$7.31M -$356K -4,290 -5%
27 28
29
30 31