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Broadcom
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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 %
SI
876
Shaker Investments
Ohio
$7.12M -$1.12K -10 -0%
SP
877
Stablepoint Partners
Massachusetts
$7.1M +$7.1M +63,650 New
PVH
878
Psagot Value Holdings
Israel
$7.06M -$157K -1,400 -2%
WI
879
Wintrust Investments
Illinois
$7.05M +$1.14M +10,250 +19%
CM
880
Crestline Management
Texas
$7.03M -$7.81M -69,970 -53%
HI
881
Horizon Investments
North Carolina
$7.02M -$4.33M -38,760 -38%
RFC
882
Regions Financial Corp
Alabama
$6.98M +$355K +3,180 +5%
IA
883
IFG Advisory
Georgia
$6.96M +$73.7K +660 +1%
ECM
884
Evergreen Capital Management
Washington
$6.92M +$247K +2,210 +4%
IWM
885
IHT Wealth Management
Illinois
$6.91M -$320K -2,870 -4%
KCM
886
Kendall Capital Management
Maryland
$6.87M +$39.1K +350 +0.6%
JIR
887
James Investment Research
Ohio
$6.84M +$71.4K +640 +1%
HCA
888
Horan Capital Advisors
Ohio
$6.82M -$277K -2,480 -4%
UOC
889
UBS O'Connor
Illinois
$6.79M -$1.83M -16,400 -21%
MAS
890
Meeder Advisory Services
Ohio
$6.78M +$64.7K +580 +1%
IB
891
Intrust Bank
Kansas
$6.78M +$111K +990 +2%
SLI
892
Sumitomo Life Insurance
Japan
$6.77M -$349K -3,130 -5%
NIP
893
Nicholas Investment Partners
California
$6.76M +$1.74M +15,570 +35%
CS
894
Cannell & Spears
New York
$6.74M +$336K +3,010 +5%
GRP
895
Global Retirement Partners
California
$6.74M +$652K +5,850 +11%
BP
896
Ballentine Partners
Massachusetts
$6.72M +$587K +5,260 +10%
AWM
897
Avitas Wealth Management
California
$6.72M +$69.2K +620 +1%
BCWM
898
Bartlett & Co Wealth Management
Ohio
$6.71M -$201K -1,780 -3%
FNBOMD
899
First National Bank of Mount Dora
Florida
$6.69M +$170K +1,520 +3%
BC
900
Bartlett & Co
Ohio
$6.68M -$200K -1,780 -3%
34 35
36
37 38