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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 %
IWC
726
Integrated Wealth Concepts
Massachusetts
$7.25M -$256K -3,080 -3%
TIP
727
Torray Investment Partners
Maryland
$7.21M +$1.26M +15,120 +21%
WCA
728
Westover Capital Advisors
Delaware
$7.19M -$179K -2,160 -2%
PHK
729
Point72 Hong Kong
Hong Kong
$7.1M +$2.62M +31,500 +58%
LCM
730
Legato Capital Management
California
$7.07M +$20.8K +250 +0.3%
NS
731
NBC Securities
Alabama
$7.05M +$7.05M +84,940 New
1IA
732
1834 Investment Advisors
Wisconsin
$7.04M -$7.04M -84,710 -50%
MWM
733
Marietta Wealth Management
Georgia
$7.02M -$281K -3,380 -4%
Loomis, Sayles & Company
734
Loomis, Sayles & Company
Massachusetts
$7M -$1.94M -23,310 -22%
MCM
735
Mitchell Capital Management
Kansas
$6.96M +$51.5K +620 +0.7%
SF
736
Summit Financial
New Jersey
$6.94M +$356K +4,290 +5%
BIM
737
Baldwin Investment Management
Pennsylvania
$6.92M -$141K -1,700 -2%
APP
738
Avantax Planning Partners
Iowa
$6.9M -$319K -3,840 -4%
HFM
739
Harvest Fund Management
China
$6.88M +$1.15M +13,820 +20%
BBWP
740
Beacon Bridge Wealth Partners
Pennsylvania
$6.88M -$166K -2,000 -2%
LFAS
741
Level Four Advisory Services
Texas
$6.85M +$243K +2,930 +4%
RWP
742
RWA Wealth Partners
Massachusetts
$6.84M +$343K +4,130 +5%
RAM
743
Riggs Asset Management
Pennsylvania
$6.84M -$4.15K -50 -0.1%
LNWWM
744
Laird Norton Wetherby Wealth Management
California
$6.82M +$117K +1,410 +2%
CANY
745
Caxton Associates (New York)
New York
$6.81M +$6.81M +82,040 New
Boston Partners
746
Boston Partners
Massachusetts
$6.79M -$2.73M -32,830 -29%
CAM
747
Columbia Asset Management
Michigan
$6.78M +$5.81K +70 +0.1%
DAS
748
Dynamic Advisor Solutions
Arizona
$6.77M +$470K +5,660 +7%
SAM
749
Sycomore Asset Management
France
$6.77M +$6.77M +81,600 New
CC
750
Centiva Capital
New York
$6.75M -$1.42M -17,070 -17%
28 29
30
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