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Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSC
826
Jackson Square Capital
California
$5.46M +$59K +710 +1%
ADL
827
Asset Dedication LLC
California
$5.45M -$63.5K -770 -1%
RWM
828
Ritholtz Wealth Management
New York
$5.45M +$512K +6,160 +10%
Fayez Sarofim & Co
829
Fayez Sarofim & Co
Texas
$5.4M +$24.1K +290 +0.4%
TAIM
830
Te Ahumairangi Investment Management
New Zealand
$5.4M -$1.4M -16,800 -21%
Gates Foundation Trust
831
Gates Foundation Trust
Washington
$5.4M +$5.4M +65,000 New
GWM
832
Geneos Wealth Management
Colorado
$5.4M -$6.03M -72,600 -53%
SCP
833
Sandhill Capital Partners
New York
$5.4M -$59.8K -720 -1%
CBB
834
Citizens Business Bank
California
$5.39M -$168K -2,020 -3%
HWM
835
HB Wealth Management
Georgia
$5.39M +$1.1M +13,230 +26%
IWM
836
IHT Wealth Management
Illinois
$5.38M +$264K +3,180 +5%
MWM
837
Mission Wealth Management
California
$5.38M +$2.79M +33,610 +108%
PPW
838
Parcion Private Wealth
Washington
$5.37M -$78.9K -950 -1%
PVH
839
Psagot Value Holdings
Israel
$5.35M -$1M -12,030 -16%
LI
840
LMCG Investments
Massachusetts
$5.33M -$2.39M -28,780 -31%
CG
841
Caprock Group
Idaho
$5.33M -$7.48K -90 -0.1%
Verition Fund Management
842
Verition Fund Management
Connecticut
$5.3M +$688K +8,280 +15%
SMA
843
Sage Mountain Advisors
Georgia
$5.3M +$109K +1,310 +2%
SLI
844
Sumitomo Life Insurance
Japan
$5.3M -$70.6K -850 -1%
SI
845
Shaker Investments
Ohio
$5.29M -$58.1K -700 -1%
HCA
846
Horan Capital Advisors
Ohio
$5.28M -$1.6M -19,290 -23%
RWB
847
RMR Wealth Builders
New Jersey
$5.28M +$322K +3,880 +6%
LFG
848
Larson Financial Group
Missouri
$5.28M +$164K +1,980 +3%
GP
849
Geneva Partners
Wisconsin
$5.27M -$249K -3,000 -5%
NA
850
Navellier & Associates
Nevada
$5.27M +$4.09M +49,230 +347%
32 33
34
35 36