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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
UH
926
Unigestion Holding
Switzerland
$3.01M -$745K -12,390 -21%
ISL
927
Ingalls & Snyder LLC
New York
$3M +$527K +8,760 +23%
TCM
928
Teza Capital Management
Illinois
$2.98M +$1.3M +21,640 +87%
SA
929
Strategic Advisors
New York
$2.97M
JIR
930
James Investment Research
Ohio
$2.97M +$2.79M +46,300 New
AFA
931
Abacus FCF Advisors
Florida
$2.97M +$734K +12,200 +36%
BCM
932
Bridgeway Capital Management
Texas
$2.96M -$772K -12,840 -22%
BSW
933
Buckingham Strategic Wealth
Missouri
$2.96M
EAM
934
EFG Asset Management
Oregon
$2.95M -$473K -7,870 -15%
CF
935
Centaurus Financial
California
$2.95M +$75.8K +1,260 +3%
LOIM
936
Liberty One Investment Management
Illinois
$2.95M +$188K +3,130 +7%
Walleye Capital
937
Walleye Capital
New York
$2.94M -$2.54M -42,140 -48%
MFG
938
MidWestOne Financial Group
Iowa
$2.94M -$364K -6,050 -12%
MG
939
Mather Group
Illinois
$2.94M +$1.02M +16,880 +58%
FCM
940
Fairbanks Capital Management
California
$2.93M +$144K +2,390 +6%
FHA
941
Flagship Harbor Advisors
Massachusetts
$2.93M +$199K +3,310 +8%
CAM
942
Centre Asset Management
New York
$2.93M +$2.74M +45,610 New
LF
943
Lee Financial
Texas
$2.92M -$348K -5,790 -11%
PWA
944
Phoenix Wealth Advisors
North Carolina
$2.91M -$631K -10,490 -19%
CGL
945
Clarius Group LLC
Washington
$2.9M -$1.13M -18,760 -29%
GAG
946
GM Advisory Group
New York
$2.88M -$4.21K -70 -0.2%
CFG
947
Cooper Financial Group
California
$2.87M +$155K +2,580 +6%
MIM
948
Moseley Investment Management
Florida
$2.86M
HH
949
Hilltop Holdings
Texas
$2.85M -$25.9K -430 -1%
DPIM
950
Duff & Phelps Investment Management
Illinois
$2.84M

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.