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Broadcom
AVGO

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 %
GMA
851
Glassy Mountain Advisors
Maryland
$7.47M -$189K -1,690 -2%
PF
852
Phoenix Financial
Israel
$7.46M +$2.46M +21,630 +49%
MICM
853
Matthews International Capital Management
California
$7.43M -$14.8M -132,200 -67%
SAM
854
Sawgrass Asset Management
Florida
$7.43M -$162K -1,450 -2%
DGAM
855
Desjardins Global Asset Management
Quebec, Canada
$7.42M -$1.32M -11,840 -15%
SFA
856
Souders Financial Advisors
Ohio
$7.4M +$922K +8,260 +14%
EW
857
Evexia Wealth
Wisconsin
$7.38M +$56.3K +460 +0.8%
TAIM
858
Te Ahumairangi Investment Management
New Zealand
$7.37M +$112K +1,000 +2%
ADL
859
Asset Dedication LLC
California
$7.34M +$14.4K +130 +0.2%
TCA
860
Transcend Capital Advisors
New Jersey
$7.33M -$118K -1,060 -2%
DCM
861
Driehaus Capital Management
Illinois
$7.33M +$6.24M +55,860 +569%
RWB
862
RMR Wealth Builders
New Jersey
$7.31M +$210K +1,880 +3%
SMA
863
Sage Mountain Advisors
Georgia
$7.3M +$175K +1,570 +2%
SP
864
Symmetry Partners
Connecticut
$7.28M -$3.33M -29,650 -31%
HIP
865
HUB Investment Partners
Texas
$7.26M +$240K +2,150 +3%
KM
866
KP Management
Minnesota
$7.26M +$7.26M +65,000 New
PPW
867
Parcion Private Wealth
Washington
$7.25M +$32.4K +290 +0.4%
CW
868
Connectus Wealth
Ohio
$7.23M +$350K +3,130 +5%
BRG
869
Bay Rivers Group
Virginia
$7.21M +$371K +3,320 +5%
PA
870
Procyon Advisors
Connecticut
$7.18M +$1.97M +17,640 +38%
AAS
871
Annex Advisory Services
Wisconsin
$7.16M +$3.68M +32,970 +106%
MA
872
Montag & Associates
Georgia
$7.13M +$1.74M +15,590 +32%
QIM
873
Quantitative Investment Management
Virginia
$7.13M +$7.13M +63,890 New
OSNBOA
874
Old Second National Bank of Aurora
Illinois
$7.12M -$445K -3,990 -6%
NC
875
Nicholas Company
Wisconsin
$7.12M -$1.36M -12,200 -16%
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