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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 %
MCM
751
McKinley Capital Management
Alaska
$6.75M -$53.8K -620 -0.8%
RCIM
752
Red Cedar Investment Management
Michigan
$6.7M -$1.07M -12,380 -14%
LIA
753
LS Investment Advisors
Michigan
$6.7M +$913K +10,520 +16%
OHIS
754
Oak Harvest Investment Services
Texas
$6.69M +$5.69M +65,570 +569%
OLA
755
Oliver Luxxe Assets
New Jersey
$6.62M -$161K -1,860 -2%
FFA
756
First Foundation Advisors
California
$6.61M +$134K +1,540 +2%
OSNBOA
757
Old Second National Bank of Aurora
Illinois
$6.61M -$3.73M -43,010 -36%
PVH
758
Psagot Value Holdings
Israel
$6.59M -$1.39M -16,170 -17%
DAS
759
Dynamic Advisor Solutions
Arizona
$6.58M +$35.6K +410 +0.5%
EWA
760
EverSource Wealth Advisors
Alabama
$6.55M +$483K +5,570 +8%
BFPW
761
BOK Financial Private Wealth
Colorado
$6.53M -$2.16M -24,860 -25%
FTDI
762
First Trust Direct Indexing
Massachusetts
$6.51M -$75.5K -870 -1%
AC
763
Asio Capital
Kentucky
$6.51M -$959K -11,060 -13%
1WA
764
180 Wealth Advisors
Washington
$6.51M -$107K -1,220 -2%
RWM
765
RBA Wealth Management
California
$6.47M -$73.7K -850 -1%
GIA
766
Gladstone Institutional Advisory
Florida
$6.47M -$1.33M -15,360 -17%
HCA
767
Harbour Capital Advisors
Virginia
$6.45M -$48.2K -550 -0.7%
CPC
768
Consolidated Planning Corp
Georgia
$6.42M +$38.2K +440 +0.6%
NG
769
NatWest Group
United Kingdom
$6.41M -$1.47M -16,950 -19%
FEG
770
Financial Enhancement Group
Indiana
$6.38M -$1.64M -18,330 -20%
SAI
771
Systematic Alpha Investments
New Jersey
$6.38M – – –
OIA
772
OneDigital Investment Advisors
Kansas
$6.37M -$264K -3,040 -4%
FRA
773
Front Row Advisors
California
$6.36M -$173K -2,000 -3%
JAG
774
Journey Advisory Group
Kentucky
$6.35M +$573K +6,600 +10%
CAM
775
Covenant Asset Management
New Jersey
$6.34M +$417K +4,810 +7%
29 30
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