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Broadcom
AVGO

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 %
CSPIA
901
Cary Street Partners Investment Advisory
Virginia
$6.67M +$808K +7,240 +14%
RAM
902
Riggs Asset Management
Pennsylvania
$6.67M -$2.52M -22,560 -27%
BA
903
Bellwether Advisors
Nebraska
$6.62M +$6.62M +59,290 New
CBB
904
Citizens Business Bank
California
$6.62M -$630K -5,640 -9%
MNBTD
905
Moody National Bank Trust Division
Texas
$6.61M -$5.1M -45,720 -44%
LFG
906
Larson Financial Group
Missouri
$6.59M -$506K -4,530 -7%
CB
907
Community Bank
New York
$6.56M -$282K -2,530 -4%
CCM
908
Consolidated Capital Management
California
$6.54M -$419K -3,750 -6%
SFM
909
Signet Financial Management
New Jersey
$6.53M +$1.38M +12,360 +27%
SCP
910
Sandhill Capital Partners
New York
$6.52M -$729K -6,530 -10%
LMIM
911
Lockheed Martin Investment Management
Maryland
$6.52M -$4.3M -43,500 -40%
CCM
912
Coldstream Capital Management
Washington
$6.48M +$268K +2,400 +4%
Boston Partners
913
Boston Partners
Massachusetts
$6.44M -$2.69M -24,060 -29%
SRSA
914
S.R. Schill & Associates
Washington
$6.43M -$14.5K -130 -0.2%
KWM
915
Keebeck Wealth Management
Illinois
$6.42M -$212K -1,900 -3%
SWM
916
Scissortail Wealth Management
Oklahoma
$6.4M +$986K +8,100 +18%
SVWAG
917
Sound View Wealth Advisors Group
Georgia
$6.39M -$214K -1,920 -3%
CIA
918
Capital Investment Advisors
Georgia
$6.38M -$435K -3,900 -6%
MOS
919
MGO One Seven
Ohio
$6.35M +$21.2K +190 +0.3%
PVM
920
Palogic Value Management
Texas
$6.35M -$352K -3,150 -5%
FB
921
Fulton Bank
Pennsylvania
$6.35M -$590K -5,290 -9%
SIA
922
Strategic Investment Advisors
Michigan
$6.34M -$153K -1,370 -2%
FM
923
Foster & Motley
Ohio
$6.34M -$179K -1,600 -3%
ISWM
924
Independent Solutions Wealth Management
New York
$6.33M -$415K -3,720 -6%
IWA
925
Icon Wealth Advisors
Texas
$6.3M +$6.3M +56,400 New
35 36
37
38 39