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Broadcom
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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 %
RFM
976
Royal Fund Management
Florida
$5.48M +$310K +2,770 +6%
DPIM
977
Duff & Phelps Investment Management
Illinois
$5.47M +$378K +3,390 +7%
WCM
978
Wunderlich Capital Managemnt
Tennessee
$5.47M -$219K -1,960 -4%
B
979
Bailard
California
$5.45M -$6.7K -60 -0.1%
MCB
980
Morton Community Bank
Illinois
$5.45M +$5.45M +48,790 New
Grantham, Mayo, Van Otterloo & Co (GMO)
981
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.42M +$486K +4,350 +10%
ACM
982
Alpha Capital Management
Texas
$5.41M -$2.36M -21,160 -30%
TAM
983
Trust Asset Management
Texas
$5.4M – – –
SS
984
Sunbelt Securities
Texas
$5.39M -$128K -1,150 -2%
WWM
985
Westwood Wealth Management
California
$5.36M +$502K +4,500 +10%
SWS
986
SYSTM Wealth Solutions
Illinois
$5.35M -$309K -2,770 -5%
WOC
987
West Oak Capital
California
$5.35M -$382K -3,450 -7%
OAM
988
Ostrum Asset Management
France
$5.35M +$128K +1,150 +2%
MPPLM
989
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.34M +$836K +7,490 +19%
AAM
990
Azzad Asset Management
Virginia
$5.33M -$55.8K -500 -1%
MAM
991
Mystic Asset Management
Rhode Island
$5.3M +$112K +1,000 +2%
CA
992
Clearstead Advisors
Ohio
$5.27M -$4.68M -41,900 -47%
RSC
993
Red Spruce Capital
Pennsylvania
$5.26M -$68.1K -610 -1%
FHA
994
Flagship Harbor Advisors
Massachusetts
$5.21M +$150K +1,340 +3%
MIM
995
Moseley Investment Management
Florida
$5.18M -$2.23K -20 -0%
CCA
996
Checchi Capital Advisers
California
$5.16M +$94.9K +850 +2%
PFM
997
Patton Fund Management
Texas
$5.16M -$55.8K -500 -1%
CI
998
Cigna Investments
Connecticut
$5.16M +$310K +2,780 +6%
LOIM
999
Liberty One Investment Management
Illinois
$5.15M -$1.12K -10 -0%
SF
1000
Symphony Financial
Texas
$5.13M +$1.6M +14,440 +45%
38 39
40
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