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Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
951
Mather Group
Illinois
$3.96M -$147K -1,770 -4%
PCM
952
Pinnbrook Capital Management
New York
$3.95M +$3.95M +47,570 New
SFA
953
Sequoia Financial Advisors
Ohio
$3.94M +$223K +2,680 +6%
VAS
954
Vestmark Advisory Solutions
Massachusetts
$3.93M -$18.5M -222,490 -82%
KWA
955
Kingswood Wealth Advisors
California
$3.92M +$1.8M +12,910 +85%
PFM
956
Patton Fund Management
Texas
$3.88M +$3.88M +46,760 New
CAM
957
Centre Asset Management
New York
$3.88M +$4.98K +60 +0.1%
OAM
958
Ostrum Asset Management
France
$3.88M +$1.2M +14,470 +45%
NL
959
NWAM LLC
Washington
$3.88M -$203K -2,440 -5%
SA
960
Strategic Advisors
New York
$3.88M +$14.1K +170 +0.4%
PA
961
Procyon Advisors
Connecticut
$3.88M +$1.27M +15,240 +48%
MAM
962
Mystic Asset Management
Rhode Island
$3.86M -$125K -1,510 -3%
MIM
963
Moseley Investment Management
Florida
$3.86M -$10.8K -130 -0.3%
FMB
964
Field & Main Bank
Kentucky
$3.85M -$402K -4,840 -9%
SFM
965
Signet Financial Management
New Jersey
$3.83M -$283K -3,410 -7%
GWANC
966
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.83M +$120K +1,450 +3%
LOIM
967
Liberty One Investment Management
Illinois
$3.83M +$53.2K +640 +1%
QPW
968
Quantum Private Wealth
Florida
$3.83M +$434K +5,230 +13%
RFM
969
Royal Fund Management
Florida
$3.83M +$111K +1,340 +3%
PAM
970
Paradigm Asset Management
New York
$3.82M -$166K -2,000 -4%
PL
971
Perpetual Ltd
Australia
$3.82M -$1.56M -18,770 -29%
MYLI
972
Meiji Yasuda Life Insurance
Japan
$3.8M +$103K +1,240 +3%
SWM
973
Scissortail Wealth Management
Oklahoma
$3.79M +$49.5K +580 +1%
DPIM
974
Duff & Phelps Investment Management
Illinois
$3.79M – – –
CFG
975
Cooper Financial Group
California
$3.77M +$297K +3,580 +9%
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