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Broadcom
AVGO

Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
926
Strategic Advisors
New York
$4.04M +$18.2K +210 +0.5%
MIM
927
Moseley Investment Management
Florida
$4.04M +$167K +1,930 +4%
CCA
928
Checchi Capital Advisers
California
$4.01M +$375K +4,320 +10%
BBL
929
Beck Bode LLC
Massachusetts
$4.01M -$838K -9,690 -17%
VLC
930
Van Leeuwen & Company
New Jersey
$3.99M -$155K -1,770 -4%
AFA
931
Abacus FCF Advisors
Florida
$3.98M -$26K -300 -0.6%
DPIM
932
Duff & Phelps Investment Management
Illinois
$3.96M +$121K +1,400 +3%
SPC
933
Sigma Planning Corp
Michigan
$3.96M -$1.81M -20,860 -31%
SWM
934
Scissortail Wealth Management
Oklahoma
$3.95M -$1.2M -13,350 -23%
WIS
935
Wright Investors Service
Connecticut
$3.95M -$140K -1,610 -3%
LOIM
936
Liberty One Investment Management
Illinois
$3.94M -$37.3K -430 -0.9%
RFM
937
Royal Fund Management
Florida
$3.88M +$401K +4,620 +12%
SFA
938
Sequoia Financial Advisors
Ohio
$3.88M +$599K +6,900 +18%
GWANC
939
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.88M +$404K +4,660 +12%
FCM
940
Fairbanks Capital Management
California
$3.87M -$97.2K -1,120 -2%
WI
941
WBI Investments
New Jersey
$3.87M +$2.4M +27,720 +164%
FNB
942
Farmers National Bank
Kentucky
$3.86M +$248K +2,860 +7%
MYLI
943
Meiji Yasuda Life Insurance
Japan
$3.86M +$409K +4,720 +12%
FHA
944
Flagship Harbor Advisors
Massachusetts
$3.83M -$131K -1,510 -3%
UH
945
Unigestion Holding
Switzerland
$3.83M -$268K -3,110 -7%
WP
946
Westmount Partners
California
$3.81M +$27.8K +320 +0.7%
APWM
947
Argonautica Private Wealth Management
Massachusetts
$3.81M +$21.7K +250 +0.6%
BP
948
Ballentine Partners
Massachusetts
$3.81M +$573K +6,600 +18%
ISL
949
Ingalls & Snyder LLC
New York
$3.8M -$260K -3,000 -6%
AF
950
Allworth Financial
California
$3.79M +$1.39M +15,990 +58%
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