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Broadcom
AVGO

Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
801
Covenant Asset Management
New Jersey
$2.93M -$40.8K -920 -1%
SPC
802
Sigma Planning Corp
Michigan
$2.93M -$888 -20 -0%
S
803
SignatureFD
Georgia
$2.9M -$888 -20 -0%
DAS
804
Dynamic Advisor Solutions
Arizona
$2.89M +$91.9K +2,070 +3%
FB
805
Fulton Bank
Pennsylvania
$2.89M -$28.4K -640 -1%
BRG
806
Bay Rivers Group
Virginia
$2.89M -$32K -720 -1%
PPWP
807
Proquility Private Wealth Partners
Nevada
$2.89M +$77.3K +1,740 +3%
OIA
808
OneDigital Investment Advisors
Kansas
$2.89M +$50.6K +1,140 +2%
EWA
809
Exencial Wealth Advisors
Oklahoma
$2.87M +$91K +2,050 +3%
CW
810
Connectus Wealth
Ohio
$2.85M +$434K +9,770 +18%
PGFC
811
Peapack-Gladstone Financial Corp
New Jersey
$2.84M +$52.8K +1,190 +2%
MGP
812
Metis Global Partners
California
$2.84M +$97.7K +2,200 +4%
TMAM
813
Tokio Marine Asset Management
Japan
$2.84M +$419K +9,440 +17%
LFG
814
Larson Financial Group
Missouri
$2.83M +$2.3M +51,860 +435%
MAM
815
Meeder Asset Management
Ohio
$2.83M -$517K -11,650 -15%
KWM
816
Keebeck Wealth Management
Illinois
$2.82M +$301K +6,770 +12%
MIA
817
MMBG Investment Advisors
Florida
$2.81M – – –
CI
818
CX Institutional
Indiana
$2.8M +$2.45M +55,260 +710%
LMIM
819
Lockheed Martin Investment Management
Maryland
$2.78M – – –
TC
820
Truvestments Capital
Florida
$2.76M +$127K +2,870 +5%
PWS
821
Peterson Wealth Services
Utah
$2.76M +$306K +6,900 +13%
ACM
822
Altrius Capital Management
North Carolina
$2.74M +$2.74M +61,720 New
AWM
823
Avitas Wealth Management
California
$2.72M +$30.2K +680 +1%
RCIM
824
Red Cedar Investment Management
Michigan
$2.71M – – –
AA
825
Altman Advisors
Illinois
$2.7M +$38.2K +860 +1%
31 32
33
34 35