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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 %
SWM
776
SeaCrest Wealth Management
New York
$6.22M +$1.06M +12,740 +20%
NG
777
NWK Group
California
$6.21M +$6.21M +74,790 New
HCS
778
Himension Capital (Singapore)
Singapore
$6.2M +$6.2M +74,700 New
Koshinski Asset Management
779
Koshinski Asset Management
Illinois
$6.2M -$968K -11,650 -14%
IWP
780
Icon Wealth Partners
Texas
$6.16M -$1.26M -15,170 -17%
LIA
781
LS Investment Advisors
Michigan
$6.15M -$259K -3,120 -4%
1WA
782
180 Wealth Advisors
Washington
$6.14M -$22.4K -270 -0.4%
RWM
783
RBA Wealth Management
California
$6.14M -$54.8K -660 -0.9%
CPC
784
Consolidated Planning Corp
Georgia
$6.14M -$12.5K -150 -0.2%
P
785
Pitcairn
Pennsylvania
$6.13M +$2.74M +32,950 +81%
HVIA
786
Hudson Valley Investment Advisors
New York
$6.13M -$404K -4,870 -6%
HCA
787
Harbour Capital Advisors
Virginia
$6.12M – – –
FRA
788
Front Row Advisors
California
$6.11M +$29.1K +350 +0.5%
SAI
789
Systematic Alpha Investments
New Jersey
$6.11M – – –
PSP
790
Principal Street Partners
Tennessee
$6.1M -$3.05M -36,760 -33%
CAM
791
Covenant Asset Management
New Jersey
$6.08M +$9.97K +120 +0.2%
JAG
792
Journey Advisory Group
Kentucky
$6.05M -$27.4K -330 -0.5%
CWA
793
Carolina Wealth Advisors
South Carolina
$6.03M -$2.26M -27,150 -27%
AAM
794
Alphadyne Asset Management
New York
$6.03M +$5.86M +70,520 +3,457%
SFM
795
Soros Fund Management
New York
$5.96M +$5.96M +71,700 New
RCIM
796
Red Cedar Investment Management
Michigan
$5.95M -$472K -5,680 -7%
FCBT
797
First Citizens Bank & Trust
North Carolina
$5.94M -$1.64M -19,730 -22%
PWS
798
Peterson Wealth Services
Utah
$5.94M +$158K +1,900 +3%
EWM
799
Empirical Wealth Management
Washington
$5.88M +$50.7K +610 +0.9%
GAM
800
Garrison Asset Management
Arkansas
$5.87M -$101K -1,220 -2%
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