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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
DAM
726
Deltec Asset Management
New York
$5.56M -$4.04M -67,080 -44%
AC
727
Asio Capital
Kentucky
$5.53M -$36.1K -600 -0.7%
CCM
728
Canal Capital Management
Virginia
$5.52M -$340K -5,650 -6%
MCM
729
Mitchell Capital Management
Kansas
$5.5M -$278K -4,620 -5%
TCM
730
Twin Capital Management
Pennsylvania
$5.46M -$478K -7,950 -9%
TAIM
731
Te Ahumairangi Investment Management
New Zealand
$5.46M -$553K -9,200 -10%
EI
732
EDMP Inc
Florida
$5.44M -$190K -3,150 -4%
QCM
733
Quantinno Capital Management
New York
$5.43M +$575K +9,560 +13%
HCA
734
Horan Capital Advisors
Ohio
$5.33M -$31.9K -530 -0.6%
DA
735
Duality Advisers
Florida
$5.31M +$4.98M +82,730 New
WAM
736
Weiss Asset Management
Massachusetts
$5.28M +$4.95M +82,340 New
EFM
737
E Fund Management
China
$5.28M +$194K +3,230 +4%
SICM
738
Sustainable Insight Capital Management
New York
$5.26M +$4.63M +77,040 +1,566%
BHA
739
Beech Hill Advisors
New York
$5.25M -$141K -2,350 -3%
RAM
740
Riggs Asset Management
Pennsylvania
$5.25M +$1.81M +30,060 +58%
SFA
741
Souders Financial Advisors
Ohio
$5.25M -$31.3K -520 -0.6%
ACM
742
Alpha Capital Management
Texas
$5.24M
CW
743
CreativeOne Wealth
Kansas
$5.24M -$111K -1,840 -2%
P
744
Paradiem
Louisiana
$5.22M -$527K -8,760 -10%
TMAM
745
Tokio Marine Asset Management
Japan
$5.22M +$943K +15,680 +24%
CAM
746
Columbia Asset Management
Michigan
$5.19M +$193K +3,210 +4%
SWP
747
Strategic Wealth Partners
Ohio
$5.19M +$169K +2,810 +4%
TRCT
748
Tower Research Capital (TRC)
New York
$5.17M -$3.35M -55,700 -41%
HVIA
749
Hudson Valley Investment Advisors
New York
$5.17M -$332K -5,520 -6%
KFBMI
750
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.13M

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.