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Broadcom
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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 %
RWP
801
Ridgecrest Wealth Partners
California
$5.81M – – –
CIA
802
Capital Investment Advisors
Georgia
$5.81M -$288K -3,320 -5%
CBB
803
Citizens Business Bank
California
$5.81M +$138K +1,590 +2%
GP
804
Geneva Partners
Wisconsin
$5.76M +$2.85M +32,880 +98%
NFG
805
Nations Financial Group
Iowa
$5.76M +$1.13M +13,020 +24%
SCP
806
Sandhill Capital Partners
New York
$5.7M -$2M -23,060 -26%
PPW
807
Parcion Private Wealth
Washington
$5.69M +$185K +2,130 +3%
TCA
808
Transcend Capital Advisors
New Jersey
$5.69M -$436K -5,030 -7%
BL
809
Balentine LLC
Georgia
$5.67M +$1.83M +21,100 +48%
EGM
810
Engineers Gate Manager
New York
$5.66M -$10M -115,740 -64%
RFG
811
Range Financial Group
Oregon
$5.66M -$412K -4,750 -7%
BRG
812
Bay Rivers Group
Virginia
$5.65M -$65.9K -760 -1%
JSC
813
Jackson Square Capital
California
$5.64M -$265K -3,060 -4%
Fayez Sarofim & Co
814
Fayez Sarofim & Co
Texas
$5.62M +$33.8K +390 +0.6%
PL
815
Perpetual Ltd
Australia
$5.61M +$3.13M +36,070 +126%
SLI
816
Sumitomo Life Insurance
Japan
$5.61M -$544K -6,270 -9%
SI
817
Shaker Investments
Ohio
$5.59M -$1.93M -22,270 -26%
PVM
818
Palogic Value Management
Texas
$5.58M -$182K -2,100 -3%
CG
819
Caprock Group
Idaho
$5.57M +$61.6K +710 +1%
CCM
820
Consolidated Capital Management
California
$5.55M -$122K -1,410 -2%
HC
821
Hourglass Capital
Texas
$5.5M -$971K -11,190 -15%
DGAM
822
Desjardins Global Asset Management
Quebec, Canada
$5.46M -$255K -2,940 -4%
FM
823
Foster & Motley
Ohio
$5.46M +$75.5K +870 +1%
ACM
824
Altrius Capital Management
North Carolina
$5.45M -$33K -380 -0.6%
CB
825
Community Bank
New York
$5.45M +$139K +1,600 +3%
31 32
33
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