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Broadcom
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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 %
PIA
901
Petredis Investment Advisors
Pennsylvania
$4.64M +$29.1K +350 +0.6%
WI
902
Wafra Inc
New York
$4.62M +$4.62M +55,630 New
CCM
903
Coldstream Capital Management
Washington
$4.62M +$39.9K +480 +0.9%
RPC
904
Rossmore Private Capital
Connecticut
$4.62M -$83.9K -1,010 -2%
MWM
905
Meridian Wealth Management
Kentucky
$4.61M +$29.2K +350 +0.6%
FAP
906
Financial Advisory Partners
Florida
$4.59M -$41.5K -500 -0.9%
BFPW
907
BOK Financial Private Wealth
Colorado
$4.58M -$1.67M -20,120 -27%
BP
908
Ballentine Partners
Massachusetts
$4.56M +$919K +11,070 +25%
AAS
909
Ameritas Advisory Services
Nebraska
$4.55M +$2.41M +28,120 +113%
PA
910
Parallel Advisors
California
$4.53M +$120K +1,440 +3%
LA
911
LVW Advisors
New York
$4.51M -$280K -3,370 -6%
GRP
912
Global Retirement Partners
California
$4.5M +$145K +1,760 +3%
FC
913
Franchise Capital
Cayman Islands
$4.45M -$26.5M -319,470 -86%
TCA
914
Troluce Capital Advisors
Puerto Rico
$4.45M +$4.45M +53,590 New
LTAS
915
Linden Thomas Advisory Services
North Carolina
$4.43M -$554K -6,670 -11%
FHB
916
First Hawaiian Bank
Hawaii
$4.43M -$349K -4,200 -7%
WI
917
Wintrust Investments
Illinois
$4.39M +$1.2M +14,390 +37%
CSPIA
918
Cary Street Partners Investment Advisory
Virginia
$4.36M +$135K +1,620 +3%
DBG
919
De Burlo Group
Massachusetts
$4.36M -$41.5K -500 -0.9%
AF
920
Allworth Financial
California
$4.32M +$700K +8,430 +19%
TC
921
Taika Capital
Florida
$4.3M +$1.18M +14,200 +38%
WOC
922
West Oak Capital
California
$4.3M -$34.9K -420 -0.8%
RFN
923
RDA Financial Network
Iowa
$4.29M +$83.9K +1,010 +2%
MMG
924
Monetary Management Group
Missouri
$4.28M -$70.6K -850 -2%
PAI
925
Pittenger & Anderson Inc
Nebraska
$4.26M +$295K +3,550 +7%
35 36
37
38 39