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Broadcom
AVGO

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 %
BCWM
826
Bartlett & Co Wealth Management
Ohio
$5.44M +$5.27M +60,810 +3,287%
BC
827
Bartlett & Co
Ohio
$5.44M +$5.27M +60,810 +3,287%
SMA
828
Sage Mountain Advisors
Georgia
$5.42M +$64.2K +740 +1%
IA
829
IFG Advisory
Georgia
$5.4M +$228K +2,630 +4%
SWM
830
SeaCrest Wealth Management
New York
$5.39M -$820K -9,450 -13%
CW
831
CreativeOne Wealth
Kansas
$5.38M -$1.71M -19,720 -24%
CG
832
Cutler Group
California
$5.35M -$1.16M -13,420 -18%
IWM
833
IHT Wealth Management
Illinois
$5.34M +$436K +5,030 +9%
LFG
834
Larson Financial Group
Missouri
$5.34M -$121K -1,400 -2%
ISWM
835
Independent Solutions Wealth Management
New York
$5.32M +$212K +2,440 +4%
FB
836
Fulton Bank
Pennsylvania
$5.32M +$127K +1,460 +2%
RBA
837
Richard Bernstein Advisors
New York
$5.29M +$2.99M +34,490 +130%
AWM
838
Avitas Wealth Management
California
$5.28M -$19.1K -220 -0.4%
CIP
839
Convergence Investment Partners
Florida
$5.27M -$788K -9,090 -13%
ACM
840
Alpha Capital Management
Texas
$5.24M – – –
PCM
841
Parsons Capital Management
Rhode Island
$5.24M +$383K +4,410 +8%
CGL
842
Clarius Group LLC
Washington
$5.21M +$1.29M +14,920 +33%
LTAS
843
Linden Thomas Advisory Services
North Carolina
$5.21M +$68.5K +790 +1%
HCP
844
Hiddenite Capital Partners
New York
$5.2M -$867K -10,000 -14%
TC
845
Truvestments Capital
Florida
$5.2M +$178K +2,050 +4%
RWB
846
RMR Wealth Builders
New Jersey
$5.18M -$5.2K -60 -0.1%
KTC
847
Kistler-Tiffany Companies
Pennsylvania
$5.17M +$3.03M +34,960 +142%
RWM
848
Ritholtz Wealth Management
New York
$5.16M -$984K -11,340 -16%
ECM
849
Evergreen Capital Management
Washington
$5.15M +$245K +2,830 +5%
KCM
850
Kendall Capital Management
Maryland
$5.13M +$108K +1,240 +2%
32 33
34
35 36