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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 %
APP
801
Avantax Planning Partners
Iowa
$8.47M -$805K -7,210 -9%
CAS
802
Coppell Advisory Solutions
Texas
$8.44M +$4.87M +43,660 +137%
Fayez Sarofim & Co
803
Fayez Sarofim & Co
Texas
$8.42M +$69.3K +540 +0.8%
TPCW
804
TD Private Client Wealth
New York
$8.4M -$394K -3,530 -4%
Select Equity Group
805
Select Equity Group
New York
$8.39M -$3.2M -28,710 -28%
JAM
806
Jupiter Asset Management
United Kingdom
$8.38M -$1.5M -13,410 -15%
PWS
807
Peterson Wealth Services
Utah
$8.32M +$339K +3,040 +4%
CP
808
Cumberland Partners
Ontario, Canada
$8.32M -$210K -1,900 -2%
CPC
809
Consolidated Planning Corp
Georgia
$8.31M +$60.3K +540 +0.7%
JAG
810
Journey Advisory Group
Kentucky
$8.27M +$138K +1,240 +2%
GIA
811
Gladstone Institutional Advisory
Florida
$8.22M +$537K +4,810 +7%
SAI
812
Systematic Alpha Investments
New Jersey
$8.21M – – –
OLA
813
Oliver Luxxe Assets
New Jersey
$8.21M -$173K -1,550 -2%
S
814
SignatureFD
Georgia
$8.19M +$579K +5,190 +8%
FRA
815
Front Row Advisors
California
$8.19M -$32.4K -290 -0.4%
GAM
816
Garrison Asset Management
Arkansas
$8.18M +$282K +2,530 +4%
CAM
817
Covenant Asset Management
New Jersey
$8.15M -$22.3K -200 -0.3%
FA
818
FDx Advisors
Illinois
$8.14M -$3.86M -34,580 -32%
1WA
819
180 Wealth Advisors
Washington
$8.12M +$95.5K +880 +1%
FEG
820
Financial Enhancement Group
Indiana
$8.09M +$322K +2,920 +4%
CWA
821
Carolina Wealth Advisors
South Carolina
$8.09M -$19K -170 -0.2%
RCIM
822
Red Cedar Investment Management
Michigan
$8.07M +$78.1K +700 +1%
SCA
823
Stokes Capital Advisors
South Carolina
$8.05M +$399K +3,570 +5%
FGP
824
Foyston, Gordon, & Payne
Ontario, Canada
$8.04M +$8.04M +72,040 New
LIA
825
LS Investment Advisors
Michigan
$7.99M -$273K -2,450 -3%
31 32
33
34 35