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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CUAMC
901
China Universal Asset Management Company
China
$3.19M +$75.8K +1,260 +3%
SIA
902
Soltis Investment Advisors
Utah
$3.18M +$276K +4,580 +10%
TIP
903
Torray Investment Partners
Maryland
$3.17M -$95.7K -1,590 -3%
B
904
Bailard
California
$3.17M -$13.8K -230 -0.5%
SCP
905
Stamos Capital Partners
California
$3.17M +$72.2K +1,200 +2%
SFM
906
Signet Financial Management
New Jersey
$3.17M -$43.9K -730 -1%
RFN
907
RDA Financial Network
Iowa
$3.15M -$60.2K -1,000 -2%
GIS
908
Graphene Investments SAS
France
$3.14M -$662K -11,000 -18%
MAM
909
Mystic Asset Management
Rhode Island
$3.14M -$60.2K -1,000 -2%
CI
910
Cigna Investments
Connecticut
$3.13M -$24.1K -400 -0.8%
SP
911
Symmetry Partners
Connecticut
$3.12M +$137K +2,270 +5%
TAM
912
Trust Asset Management
Texas
$3.1M +$126K +2,090 +5%
QI
913
Qtron Investments
Massachusetts
$3.1M -$220K -3,660 -7%
EP
914
Edgestream Partners
New Jersey
$3.09M +$1.11M +18,410 +62%
EAM
915
EULAV Asset Management
Florida
$3.08M -$122K -2,020 -4%
PWM
916
Perigon Wealth Management
California
$3.08M +$21.1K +350 +0.7%
XWM
917
Xcel Wealth Management
Florida
$3.07M -$378K -6,290 -12%
PCM
918
Palouse Capital Management
Washington
$3.07M -$1.73M -28,740 -38%
DAM
919
Doheny Asset Management
California
$3.06M +$605K +10,060 +27%
SM
920
STF Management
Texas
$3.04M +$1.23M +20,370 +75%
SAM
921
Selway Asset Management
$3.03M -$99.9K -1,660 -3%
AP
922
Americana Partners
Texas
$3.03M +$12K +200 +0.4%
VLC
923
Van Leeuwen & Company
New Jersey
$3.03M -$616K -10,240 -18%
WIS
924
Wright Investors Service
Connecticut
$3.03M -$1.84M -30,570 -39%
HWM
925
HB Wealth Management
Georgia
$3.01M +$206K +3,420 +8%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.