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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 %
GL
826
Graypoint LLC
New York
$7.98M +$362K +3,240 +5%
HAIM
827
Hunter Associates Investment Management
Pennsylvania
$7.97M -$496K -4,440 -6%
CIA
828
Concurrent Investment Advisors
Florida
$7.96M +$7.96M +71,340 New
PSP
829
Principal Street Partners
Tennessee
$7.89M -$318K -2,850 -4%
HWM
830
HB Wealth Management
Georgia
$7.84M +$596K +5,340 +8%
HCA
831
Harbour Capital Advisors
Virginia
$7.82M +$21.2K +200 +0.3%
RWM
832
Ritholtz Wealth Management
New York
$7.81M +$481K +4,310 +7%
RWM
833
RBA Wealth Management
California
$7.8M -$447K -4,000 -5%
Connor, Clark & Lunn Investment Management (CC&L)
834
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.78M +$4.04M +36,160 +108%
HVIA
835
Hudson Valley Investment Advisors
New York
$7.77M -$160K -1,490 -2%
NA
836
Navellier & Associates
Nevada
$7.75M +$669K +5,990 +9%
RBA
837
Richard Bernstein Advisors
New York
$7.74M +$928K +8,310 +14%
CG
838
Caprock Group
Idaho
$7.73M +$573K +5,130 +8%
PCM
839
Parsons Capital Management
Rhode Island
$7.73M +$152K +1,360 +2%
CUAMC
840
China Universal Asset Management Company
China
$7.73M -$70.3K -630 -0.9%
PWMAG
841
Pinnacle Wealth Management Advisory Group
New Jersey
$7.69M +$115K +1,030 +2%
GP
842
Geneva Partners
Wisconsin
$7.65M +$568K +5,090 +8%
CCM
843
Canal Capital Management
Virginia
$7.63M -$118K -1,060 -2%
HCM
844
Howard Capital Management
Georgia
$7.6M -$194K -1,740 -2%
FFA
845
First Foundation Advisors
California
$7.59M -$1.31M -11,760 -15%
CICC
846
Capital Investment Counsel (Colorado)
Colorado
$7.58M +$7.58M +67,890 New
SWP
847
Strategic Wealth Partners
Ohio
$7.57M +$1.34M +11,960 +21%
GCM
848
Gunderson Capital Management
South Carolina
$7.57M +$20.1K +180 +0.3%
MAM
849
Morse Asset Management
Connecticut
$7.55M +$551K +4,940 +8%
SC
850
Savoie Capital
Illinois
$7.53M +$151K +1,350 +2%
32 33
34
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