AVGO icon

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 %
VFA
976
Valeo Financial Advisors
Indiana
$2.62M +$800K +12,470 +44%
MIA
977
MMBG Investment Advisors
Florida
$2.6M -$1.46M -22,700 -36%
CWM
978
Concentric Wealth Management
California
$2.6M +$77K +1,200 +3%
ACM
979
Ategra Capital Management
Virginia
$2.58M -$41.7K -650 -2%
RFM
980
Royal Fund Management
Florida
$2.58M -$1.45M -22,540 -36%
JE
981
JMAC Enterprises
Pennsylvania
$2.58M +$169K +2,640 +7%
MMA
982
Miracle Mile Advisors
California
$2.57M -$78.3K -1,220 -3%
GWANC
983
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.57M +$982K +15,310 +62%
DCM
984
Dupont Capital Management
Delaware
$2.55M +$16.7K +260 +0.7%
MYLI
985
Meiji Yasuda Life Insurance
Japan
$2.55M +$899K +14,010 +54%
HCM
986
Howard Capital Management
Georgia
$2.55M +$2.55M +39,770 New
1SB
987
1ST Source Bank
Indiana
$2.55M -$24.4K -380 -0.9%
EWM
988
Evergreen Wealth Management
Michigan
$2.55M +$36.6K +570 +1%
MC
989
Mount Capital
United Kingdom
$2.55M -$364K -5,670 -12%
IIC
990
Ironwood Investment Counsel
Arizona
$2.53M -$123K -1,920 -5%
JFGIW
991
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.53M +$23.1K +360 +0.9%
AIM
992
Allen Investment Management
New York
$2.53M +$166K +2,580 +7%
SGCA
993
Steel Grove Capital Advisors
Tennessee
$2.52M -$206K -3,210 -8%
HT
994
Heritage Trust
Oklahoma
$2.52M +$256K +3,990 +11%
MGIA
995
Moneta Group Investment Advisors
Missouri
$2.52M +$477K +7,440 +23%
FMI
996
F/M Investments
District of Columbia
$2.51M +$103K +1,610 +4%
BTWM
997
Baker Tilly Wealth Management
Wisconsin
$2.5M +$66.7K +1,040 +3%
MTC
998
Matrix Trust Company
Colorado
$2.5M +$450K +7,010 +22%
Empower Advisory Group
999
Empower Advisory Group
Colorado
$2.49M +$2.49M +38,770 New
NHT
1000
New Hampshire Trust
New Hampshire
$2.48M -$383K -5,970 -13%
38 39
40
41 42