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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 %
MWM
876
Meridian Wealth Management
Kentucky
$4.76M -$1.22M -14,050 -20%
SWP
877
Strategic Wealth Partners
Ohio
$4.75M -$2.26M -26,090 -32%
TA
878
Tectonic Advisors
Texas
$4.75M +$25.2K +290 +0.5%
CIC
879
Chase Investment Counsel
Virginia
$4.74M +$4.74M +54,690 New
HCM
880
Hudson Capital Management
New Jersey
$4.72M -$586K -6,760 -11%
FMAEN1
881
Fund Management at Engine No 1
California
$4.71M +$312K +3,600 +7%
PHK
882
Point72 Hong Kong
Hong Kong
$4.68M +$4.68M +54,000 New
CUAMC
883
China Universal Asset Management Company
China
$4.61M +$298K +3,440 +7%
PA
884
Parallel Advisors
California
$4.6M -$324K -3,740 -7%
DBG
885
De Burlo Group
Massachusetts
$4.6M -$26K -300 -0.6%
AAP
886
Ardsley Advisory Partners
Connecticut
$4.6M +$4.6M +53,000 New
GRP
887
Global Retirement Partners
California
$4.59M -$1.52M -17,470 -25%
WCM
888
Wunderlich Capital Managemnt
Tennessee
$4.55M -$61.6K -710 -1%
MMG
889
Monetary Management Group
Missouri
$4.55M -$724K -8,350 -14%
Nomura Holdings
890
Nomura Holdings
Japan
$4.54M +$3.93M +45,310 +648%
WOC
891
West Oak Capital
California
$4.52M -$266K -3,070 -6%
HWAM
892
Hennion & Walsh Asset Management
New Jersey
$4.51M +$884K +10,190 +24%
AWA
893
Arkadios Wealth Advisors
Georgia
$4.49M -$167K -1,920 -4%
HWM
894
HB Wealth Management
Georgia
$4.48M +$409K +4,720 +10%
LAM
895
L2 Asset Management
Massachusetts
$4.48M -$289K -3,420 -6%
CFA
896
Camarda Financial Advisors
Florida
$4.45M +$2.48M +28,640 +126%
SWM
897
Spire Wealth Management
Virginia
$4.45M -$562K -6,480 -11%
FMB
898
Field & Main Bank
Kentucky
$4.44M -$146K -1,680 -3%
CSPIA
899
Cary Street Partners Investment Advisory
Virginia
$4.42M -$459K -5,290 -9%
RFN
900
RDA Financial Network
Iowa
$4.39M +$134K +1,540 +3%
34 35
36
37 38