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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 %
IB
876
Intrust Bank
Kansas
$4.96M +$126K +1,520 +3%
AWM
877
Avitas Wealth Management
California
$4.95M -$104K -1,250 -2%
SICM
878
Sustainable Insight Capital Management
New York
$4.94M +$106K +1,280 +2%
KWM
879
Keebeck Wealth Management
Illinois
$4.94M +$72.3K +870 +1%
RFC
880
Regions Financial Corp
Alabama
$4.93M +$58.1K +700 +1%
BHPW
881
Beverly Hills Private Wealth
California
$4.93M -$4.76M -57,280 -49%
NFG
882
Nations Financial Group
Iowa
$4.92M -$590K -7,100 -11%
SVWAG
883
Sound View Wealth Advisors Group
Georgia
$4.92M +$64K +770 +1%
FMAEN1
884
Fund Management at Engine No 1
California
$4.9M +$394K +4,740 +9%
CCMT
885
CMT Capital Markets Trading
Germany
$4.88M +$4.88M +58,690 New
CIP
886
Convergence Investment Partners
Florida
$4.87M -$178K -2,140 -4%
FNBOMD
887
First National Bank of Mount Dora
Florida
$4.85M +$175K +2,110 +4%
FM
888
Foster & Motley
Ohio
$4.85M -$376K -4,530 -7%
SIA
889
Strategic Investment Advisors
Michigan
$4.83M +$2.23M +26,870 +86%
SFA
890
Souders Financial Advisors
Ohio
$4.82M -$1.24M -14,940 -20%
WC
891
Whitney & Co
New York
$4.8M +$78.9K +950 +2%
SRSA
892
S.R. Schill & Associates
Washington
$4.79M -$24.9K -300 -0.5%
CS
893
Cannell & Spears
New York
$4.77M -$106K -1,280 -2%
CS
894
Comerica Securities
Michigan
$4.77M -$2.77M -33,340 -37%
PPWP
895
Proquility Private Wealth Partners
Nevada
$4.76M -$117K -1,410 -2%
AAIS
896
ABN AMRO Investment Solutions
$4.73M -$2.02M -24,380 -30%
MOS
897
MGO One Seven
Ohio
$4.71M -$180K -2,170 -4%
MFG
898
Merit Financial Group
Georgia
$4.68M -$68.9K -830 -1%
PFA
899
Pathway Financial Advisers
Indiana
$4.66M +$4.66M +55,950 New
SWP
900
Strategic Wealth Partners
Ohio
$4.64M +$90.5K +1,090 +2%
34 35
36
37 38