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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 %
HWM
701
Hohimer Wealth Management
Washington
$11.3M -$97.1K -870 -0.9%
LBC
702
Lowe Brockenbrough & Co
Virginia
$11.3M -$5.6M -50,170 -33%
CCB
703
Country Club Bank
Missouri
$11.2M -$182K -1,620 -2%
CCT
704
Capital City Trust
Florida
$11.2M +$955K +8,560 +9%
AAM
705
Aureus Asset Management
Massachusetts
$11.1M -$186K -1,670 -2%
SBIA
706
Sheaff Brock Investment Advisors
Indiana
$11.1M -$2.5M -22,380 -18%
PWM
707
Perigon Wealth Management
California
$11.1M +$124K +1,110 +1%
VVP
708
Venture Visionary Partners
Ohio
$11M -$152K -1,360 -1%
SIC
709
SFE Investment Counsel
California
$11M -$623K -5,580 -5%
OHIS
710
Oak Harvest Investment Services
Texas
$11M -$174K -1,560 -2%
BFM
711
Boston Financial Management
Massachusetts
$11M +$165K +1,480 +2%
FDCDDQ
712
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11M +$3.54M +31,720 +48%
FFWA
713
FRG Family Wealth Advisors
Washington
$10.9M +$44.7K +400 +0.4%
KOCAA
714
Knights of Columbus Asset Advisors
Connecticut
$10.9M +$795K +7,120 +8%
ECML
715
Eagle Capital Management (Louisiana)
Louisiana
$10.9M -$359K -3,220 -3%
SCTC
716
Sanibel Captiva Trust Company
Florida
$10.8M +$10.8M +96,880 New
ATPW
717
Ashton Thomas Private Wealth
Arizona
$10.8M +$118K +1,060 +1%
FTDI
718
First Trust Direct Indexing
Massachusetts
$10.8M +$2.17M +19,480 +25%
WHG
719
Westwood Holdings Group
Texas
$10.8M -$1.53M -13,670 -12%
BSW
720
Buckingham Strategic Wealth
Missouri
$10.7M -$626K -5,610 -6%
PI
721
PGGM Investments
Netherlands
$10.7M -$10.1M -90,040 -48%
TSW
722
Thompson Siegel & Walmsley
Virginia
$10.6M +$25.7K +230 +0.2%
RIM
723
Reliant Investment Management
Tennessee
$10.6M -$780K -6,990 -7%
SC
724
Syon Capital
California
$10.5M +$6.22M +55,750 +144%
TCM
725
Twin Capital Management
Pennsylvania
$10.5M -$384K -3,440 -4%
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