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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 %
HIP
851
HUB Investment Partners
Texas
$5.23M +$389K +4,680 +8%
HC
852
Hourglass Capital
Texas
$5.21M -$58.1K -700 -1%
MAM
853
Morse Asset Management
Connecticut
$5.21M +$1.61M +19,350 +45%
CCM
854
Consolidated Capital Management
California
$5.18M -$136K -1,640 -3%
FB
855
Fulton Bank
Pennsylvania
$5.16M +$68.9K +830 +1%
IA
856
IFG Advisory
Georgia
$5.13M -$47.3K -570 -0.9%
CW
857
Connectus Wealth
Ohio
$5.12M +$259K +3,120 +5%
ACM
858
Altrius Capital Management
North Carolina
$5.11M -$106K -1,280 -2%
RFG
859
Range Financial Group
Oregon
$5.09M -$326K -3,920 -6%
CB
860
Community Bank
New York
$5.09M -$129K -1,550 -2%
BC
861
Bartlett & Co
Ohio
$5.09M -$115K -1,380 -2%
BRG
862
Bay Rivers Group
Virginia
$5.09M -$316K -3,810 -6%
BCWM
863
Bartlett & Co Wealth Management
Ohio
$5.09M -$115K -1,380 -2%
KCM
864
Kendall Capital Management
Maryland
$5.09M +$172K +2,070 +3%
EW
865
Evexia Wealth
Wisconsin
$5.08M +$5.08M +59,780 New
CIA
866
Capital Investment Advisors
Georgia
$5.07M -$491K -5,910 -9%
RBA
867
Richard Bernstein Advisors
New York
$5.07M – – –
JIR
868
James Investment Research
Ohio
$5.04M +$410K +4,940 +9%
TC
869
Truvestments Capital
Florida
$5.03M +$54K +650 +1%
ISWM
870
Independent Solutions Wealth Management
New York
$5.02M -$73.9K -890 -1%
DI
871
DFPG Investments
Utah
$5M -$170K -1,860 -3%
MAS
872
Meeder Advisory Services
Ohio
$4.99M -$665K -8,010 -12%
PVM
873
Palogic Value Management
Texas
$4.99M -$353K -4,250 -7%
SH
874
SeaTown Holdings
Singapore
$4.98M +$4.98M +60,000 New
ECM
875
Evergreen Capital Management
Washington
$4.97M +$34.1K +410 +0.7%
33 34
35
36 37