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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
776
Integrated Wealth Concepts
Massachusetts
$4.67M -$358K -5,580 -7%
NL
777
NWAM LLC
Washington
$4.62M +$59K +920 +1%
KWM
778
Keebeck Wealth Management
Illinois
$4.6M +$308K +4,800 +7%
SWM
779
SeaCrest Wealth Management
New York
$4.6M -$86K -1,340 -2%
CS
780
Cannell & Spears
New York
$4.59M -$153K -2,380 -3%
CA
781
Cornerstone Advisors
North Carolina
$4.55M – – –
SLI
782
Sumitomo Life Insurance
Japan
$4.55M -$32.7K -510 -0.7%
RWM
783
Ritholtz Wealth Management
New York
$4.54M +$2.03M +31,680 +81%
TCA
784
Transcend Capital Advisors
New Jersey
$4.53M +$189K +2,950 +4%
CIA
785
Capital Investment Advisors
Georgia
$4.51M -$119K -1,850 -3%
PWS
786
Peterson Wealth Services
Utah
$4.5M +$625K +9,740 +16%
HCP
787
Hiddenite Capital Partners
New York
$4.49M -$321K -5,000 -7%
RFG
788
Range Financial Group
Oregon
$4.49M +$887K +13,820 +25%
EWA
789
EverSource Wealth Advisors
Alabama
$4.49M +$170K +2,650 +4%
HAIM
790
Hunter Associates Investment Management
Pennsylvania
$4.49M +$561K +8,760 +14%
RF
791
Robbins Farley
New Hampshire
$4.48M +$7.7K +120 +0.2%
CIP
792
Convergence Investment Partners
Florida
$4.48M +$342K +5,330 +8%
FCBT
793
First Citizens Bank & Trust
North Carolina
$4.46M +$1.06M +16,500 +31%
MWM
794
Meridian Wealth Management
Kentucky
$4.42M -$26.9K -420 -0.6%
GL
795
Graypoint LLC
New York
$4.42M -$1.93K -30 -0%
FHB
796
First Hawaiian Bank
Hawaii
$4.39M +$597K +9,300 +16%
BHPW
797
Beverly Hills Private Wealth
California
$4.39M +$626K +9,760 +17%
CAM
798
Covenant Asset Management
New Jersey
$4.38M +$198K +3,090 +5%
PFA
799
Pathway Financial Advisers
Indiana
$4.37M +$78.9K +1,230 +2%
AFM
800
Andesa Financial Management
Pennsylvania
$4.37M +$1.86M +48,860 +75%
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