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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 %
DI
851
DFPG Investments
Utah
$5.12M +$463K +5,140 +10%
MOS
852
MGO One Seven
Ohio
$5.11M -$2.6M -29,980 -34%
CS
853
Cannell & Spears
New York
$5.09M -$1.11M -12,820 -18%
RFC
854
Regions Financial Corp
Alabama
$5.09M -$190K -2,190 -4%
PPWP
855
Proquility Private Wealth Partners
Nevada
$5.09M -$154K -1,770 -3%
KWM
856
Keebeck Wealth Management
Illinois
$5.08M -$1.14M -13,130 -18%
CW
857
Connectus Wealth
Ohio
$5.08M -$425K -4,900 -8%
SVWAG
858
Sound View Wealth Advisors Group
Georgia
$5.07M -$254K -2,930 -5%
HIP
859
HUB Investment Partners
Texas
$5.05M +$196K +2,260 +4%
SICM
860
Sustainable Insight Capital Management
New York
$5.05M -$2.06M -23,770 -29%
IB
861
Intrust Bank
Kansas
$5.05M +$26.9K +310 +0.5%
SRSA
862
S.R. Schill & Associates
Washington
$5.03M -$92.8K -1,070 -2%
LA
863
LVW Advisors
New York
$5.01M -$376K -4,340 -7%
FHB
864
First Hawaiian Bank
Hawaii
$4.99M -$952K -10,970 -16%
MFG
865
Merit Financial Group
Georgia
$4.96M +$2.04M +23,560 +70%
WC
866
Whitney & Co
New York
$4.93M +$38.2K +440 +0.8%
RPC
867
Rossmore Private Capital
Connecticut
$4.91M +$173K +2,000 +4%
FNBOMD
868
First National Bank of Mount Dora
Florida
$4.88M +$1.19M +13,750 +32%
FAP
869
Financial Advisory Partners
Florida
$4.84M -$20.8K -240 -0.4%
JIR
870
James Investment Research
Ohio
$4.83M +$815K +9,390 +20%
Verition Fund Management
871
Verition Fund Management
Connecticut
$4.82M -$26.4M -303,940 -85%
PIA
872
Petredis Investment Advisors
Pennsylvania
$4.81M +$4.81M +55,500 New
MC
873
Metavasi Capital
New York
$4.81M +$4.81M +55,500 New
CCM
874
Coldstream Capital Management
Washington
$4.78M +$274K +3,160 +6%
ACMH
875
Andar Capital Management (HK)
Hong Kong
$4.77M +$4.77M +55,000 New
33 34
35
36 37