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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
NLGIA
951
Nippon Life Global Investors Americas
New York
$2.8M -$520K -8,100 -16%
HI
952
Human Investing
Oregon
$2.79M +$114K +1,770 +4%
RIL
953
Rothschild Investment LLC
Illinois
$2.78M -$53.9K -840 -2%
PFSC
954
Peoples Financial Services Corp
Pennsylvania
$2.78M +$168K +2,620 +6%
MAM
955
Morse Asset Management
Connecticut
$2.75M +$2.57K +40 +0.1%
SWS
956
SYSTM Wealth Solutions
Illinois
$2.75M -$1.5M -23,350 -35%
CWMGP
957
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.74M -$112K -1,740 -4%
9WM
958
9258 Wealth Management
Ohio
$2.73M -$1.92K -30 -0.1%
FNBOMD
959
First National Bank of Mount Dora
Florida
$2.73M +$533K +8,310 +24%
RCA
960
Ranch Capital Advisors
Florida
$2.71M +$50.7K +790 +2%
DWA
961
Dorsey Wright & Associates
California
$2.7M +$2.7M +42,120 New
BCM
962
Bluefin Capital Management
New York
$2.69M -$839K -15,000 Closed
Capstone Investment Advisors
963
Capstone Investment Advisors
New York
$2.69M -$16.2M -252,820 -86%
CCA
964
Checchi Capital Advisers
California
$2.69M -$103K -1,600 -4%
WA
965
Wealth Alliance
New York
$2.69M +$46.8K +730 +2%
CIAS
966
Capital Investment Advisory Services
North Carolina
$2.69M -$110K -1,710 -4%
PTC
967
Private Trust Company
Ohio
$2.69M +$133K +2,070 +5%
HWAM
968
Hennion & Walsh Asset Management
New Jersey
$2.69M -$877K -13,670 -25%
T
969
TCWP
Ohio
$2.68M +$128K +1,990 +5%
FNB
970
Farmers National Bank
Kentucky
$2.67M +$266K +4,150 +11%
CL
971
Choreo LLC
Illinois
$2.64M +$1.91M +29,830 +262%
BHIA
972
Birch Hill Investment Advisors
Massachusetts
$2.64M -$99.4K -1,550 -4%
FP
973
Financial Perspectives
Minnesota
$2.64M -$1.28K -20 -0%
QPW
974
Quantum Private Wealth
Florida
$2.63M – – –
TAM
975
Tealwood Asset Management
Minnesota
$2.63M -$719K -11,210 -22%
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