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Broadcom
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Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
776
Marietta Wealth Management
Georgia
$9.24M -$195K -1,750 -2%
CIM
777
Chiron Investment Management
New York
$9.21M -$1.79M -16,030 -16%
LCM
778
Legato Capital Management
California
$9.2M -$299K -2,680 -3%
LFAS
779
Level Four Advisory Services
Texas
$9.15M -$53.6K -480 -0.6%
CIG
780
Cullen Investment Group
Louisiana
$9.14M +$9.14M +81,880 New
EWA
781
EverSource Wealth Advisors
Alabama
$9.13M +$204K +1,830 +2%
CWG
782
Cornerstone Wealth Group
North Carolina
$9.1M -$1.02M -9,180 -10%
HAG
783
HighPoint Advisor Group
Illinois
$9.06M +$9.06M +67,030 New
CFG
784
Cambridge Financial Group
Ohio
$9.04M -$793K -7,100 -8%
KWM
785
Kingsview Wealth Management
Oregon
$9.03M -$2.68M -24,010 -23%
SM
786
STF Management
Texas
$8.95M +$1.42M +12,680 +19%
WAOTB
787
Wealth Advisors of Tampa Bay
Florida
$8.89M -$9.5M -85,070 -52%
SICM
788
Sustainable Insight Capital Management
New York
$8.85M +$2.21M +19,820 +33%
1IA
789
1834 Investment Advisors
Wisconsin
$8.82M -$643K -5,760 -7%
KIA
790
KCM Investment Advisors
California
$8.82M -$137K -1,230 -2%
P
791
Paradiem
Louisiana
$8.81M +$1.27M +11,340 +17%
EI
792
EDMP Inc
Florida
$8.81M -$82.6K -740 -0.9%
TC
793
TownSquare Capital
Utah
$8.77M -$1.75M -15,640 -17%
CAM
794
Columbia Asset Management
Michigan
$8.74M -$373K -3,340 -4%
BWAM
795
Boyd Watterson Asset Management
Ohio
$8.73M -$40.2K -360 -0.5%
GCM
796
Goldstream Capital Management
Hong Kong
$8.68M +$5.06M +45,300 +140%
SSI
797
Scott & Selber Inc
Texas
$8.67M -$105K -940 -1%
SWM
798
SeaCrest Wealth Management
New York
$8.53M +$671K +6,390 +9%
SGA
799
Strategic Global Advisors
California
$8.48M -$5.96M -53,430 -41%
NG
800
NWK Group
California
$8.48M +$133K +1,190 +2%
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