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Broadcom
AVGO

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 %
SIM
951
Stratos Investment Management
Ohio
$5.89M +$2.71M +24,270 +85%
NFG
952
Nations Financial Group
Iowa
$5.88M -$733K -6,570 -11%
PA
953
Parallel Advisors
California
$5.85M -$229K -2,050 -4%
CST
954
Charles Schwab Trust
Nevada
$5.79M +$3.05M +27,350 +111%
RFN
955
RDA Financial Network
Iowa
$5.77M +$10K +90 +0.2%
EWM
956
Evercore Wealth Management
New York
$5.77M +$1.72M +15,390 +42%
QI
957
Qtron Investments
Massachusetts
$5.77M +$440K +3,940 +8%
CIP
958
Convergence Investment Partners
Florida
$5.76M -$780K -6,990 -12%
AFA
959
Abacus FCF Advisors
Florida
$5.73M +$742K +6,650 +15%
GF
960
Gabelli Funds
New York
$5.7M +$1.17M +10,490 +26%
WS
961
Wedbush Securities
California
$5.7M +$278K +2,490 +5%
MG
962
Mather Group
Illinois
$5.69M +$368K +3,300 +7%
LA
963
LVW Advisors
New York
$5.69M -$377K -3,380 -6%
BFPW
964
BOK Financial Private Wealth
Colorado
$5.68M -$477K -4,270 -8%
TA
965
Tectonic Advisors
Texas
$5.6M +$15.6K +140 +0.3%
RGI
966
River Global Investors
United Kingdom
$5.6M +$5.6M +50,110 New
RS
967
Robeco Schweiz
Switzerland
$5.58M – – –
CLGM
968
Capitolis Liquid Global Markets
New York
$5.58M +$5.58M +50,000 New
BWG
969
Berry Wealth Group
Texas
$5.57M +$5.57M +49,940 New
GMFG
970
Greater Midwest Financial Group
Minnesota
$5.55M +$5.55M +49,710 New
FHB
971
First Hawaiian Bank
Hawaii
$5.53M -$423K -3,790 -7%
VAS
972
Valicenti Advisory Services
New York
$5.51M +$5.51M +49,350 New
MMG
973
Monetary Management Group
Missouri
$5.49M -$268K -2,400 -5%
KA
974
Kovack Advisors
Florida
$5.48M +$107K +960 +2%
CAM
975
Cypress Asset Management
Texas
$5.48M +$674K +6,040 +14%
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