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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 %
CCA
976
Checchi Capital Advisers
California
$3.77M -$72.3K -870 -2%
FHA
977
Flagship Harbor Advisors
Massachusetts
$3.76M +$93.9K +1,130 +3%
BBL
978
Beck Bode LLC
Massachusetts
$3.76M -$92.2K -1,110 -2%
NIP
979
Nicholas Investment Partners
California
$3.74M -$6.77M -81,490 -64%
CIC
980
Chase Investment Counsel
Virginia
$3.72M -$820K -9,870 -18%
VLC
981
Van Leeuwen & Company
New Jersey
$3.72M -$55.7K -670 -1%
AFA
982
Abacus FCF Advisors
Florida
$3.71M -$101K -1,210 -3%
JPWM
983
Jamison Private Wealth Management
Georgia
$3.7M +$3.7M +44,530 New
PFSC
984
Peoples Financial Services Corp
Pennsylvania
$3.7M +$73.1K +880 +2%
WP
985
Westmount Partners
California
$3.69M +$35.7K +430 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
986
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.67M -$208K -2,510 -5%
PF
987
Phoenix Financial
Israel
$3.66M +$23.3K +280 +0.6%
APWM
988
Argonautica Private Wealth Management
Massachusetts
$3.65M +$831 +10 +0%
DWA
989
Dorsey Wright & Associates
California
$3.62M +$217K +2,610 +6%
WWM
990
Westwood Wealth Management
California
$3.61M +$3.61M +43,500 New
CA
991
CoreCap Advisors
Michigan
$3.61M +$782K +9,410 +28%
CI
992
Cigna Investments
Connecticut
$3.61M -$547K -6,590 -13%
FFA
993
Fragasso Financial Advisors
Pennsylvania
$3.6M +$464K +5,590 +15%
EFH
994
Eaton Financial Holdings
Florida
$3.59M +$3.59M +43,260 New
QCG
995
Quadrant Capital Group
Ohio
$3.58M +$491K +5,910 +16%
CAM
996
Cypress Asset Management
Texas
$3.57M +$1.16M +13,950 +48%
CWM
997
Cordatus Wealth Management
Pennsylvania
$3.57M -$36.5K -440 -1%
BOSSRA
998
B.O.S.S. Retirement Advisors
Utah
$3.57M +$233K +2,810 +7%
UH
999
Unigestion Holding
Switzerland
$3.57M -$117K -1,410 -3%
MIA
1000
MMBG Investment Advisors
Florida
$3.56M +$191K +2,300 +6%
38 39
40
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