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Broadcom
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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 %
SWM
926
Spire Wealth Management
Virginia
$6.27M +$107K +880 +2%
CFM
927
Capricorn Fund Managers
United Kingdom
$6.25M +$2.23M +20,000 +56%
ECU
928
Eisler Capital (UK)
United Kingdom
$6.2M -$25.1M -225,300 -80%
BOSSRA
929
B.O.S.S. Retirement Advisors
Utah
$6.19M +$1.39M +12,420 +29%
LI
930
LMCG Investments
Massachusetts
$6.18M -$995K -8,910 -14%
PFA
931
Pathway Financial Advisers
Indiana
$6.16M -$90.4K -810 -1%
FNB
932
Farmers National Bank
Kentucky
$6.13M +$528K +4,730 +9%
TC
933
Truvestments Capital
Florida
$6.13M -$628K -5,630 -9%
PRC
934
Pearl River Capital
Michigan
$6.13M +$4.3M +38,520 +235%
AC
935
Asio Capital
Kentucky
$6.13M -$2.41M -21,550 -28%
WC
936
Waterloo Capital
Texas
$6.12M +$4.06M +36,410 +198%
LTAS
937
Linden Thomas Advisory Services
North Carolina
$6.11M +$150K +1,340 +3%
PIA
938
Petredis Investment Advisors
Pennsylvania
$6.09M -$147K -1,320 -2%
FAP
939
Financial Advisory Partners
Florida
$6.02M -$148K -1,330 -2%
PAI
940
Pittenger & Anderson Inc
Nebraska
$6.01M +$281K +2,520 +5%
BHPW
941
Beverly Hills Private Wealth
California
$6M -$616K -5,520 -9%
RPC
942
Rossmore Private Capital
Connecticut
$5.99M -$211K -1,890 -3%
AG
943
Ascent Group
Virginia
$5.99M +$176K +1,390 +3%
KWA
944
Kingswood Wealth Advisors
California
$5.98M +$2.84M +25,440 +91%
EAM
945
EFG Asset Management
Oregon
$5.93M +$2.1M +18,770 +55%
MYLI
946
Meiji Yasuda Life Insurance
Japan
$5.92M +$814K +7,290 +16%
GWM
947
Geneos Wealth Management
Colorado
$5.91M -$1.34M -12,040 -19%
HWAM
948
Hennion & Walsh Asset Management
New Jersey
$5.91M +$539K +4,830 +10%
DI
949
DFPG Investments
Utah
$5.9M +$91K +860 +2%
SH
950
SeaTown Holdings
Singapore
$5.9M -$798K -7,150 -12%
36 37
38
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