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Broadcom
AVGO

Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
1001
Bowman & Company
Wisconsin
$1.6M +$67.9K +1,530 +4%
YIH
1002
Y-Intercept (HK)
Hong Kong
$1.6M -$948K -21,360 -37%
PWM
1003
Perigon Wealth Management
California
$1.58M -$24K -540 -1%
SA
1004
Strategic Advisors
New York
$1.58M – – –
CWMU
1005
Caliber Wealth Management (Utah)
Utah
$1.58M +$182K +4,110 +13%
TA
1006
Tectonic Advisors
Texas
$1.56M +$401K +9,040 +35%
MCM
1007
Maytus Capital Management
New York
$1.55M -$6.44M -145,000 -81%
WI
1008
WrapManager Inc
California
$1.55M -$134K -3,020 -8%
BCM
1009
Brookstone Capital Management
Illinois
$1.55M +$87.4K +2,030 +6%
AFA
1010
Abacus FCF Advisors
Florida
$1.54M -$418K -9,420 -21%
GPFA
1011
Game Plan Financial Advisors
Ohio
$1.54M -$211K -4,750 -12%
CCM
1012
Community Capital Management
Florida
$1.53M – – –
ACG
1013
Allen Capital Group
Nebraska
$1.52M +$189K +4,250 +14%
BTWM
1014
Baker Tilly Wealth Management
Wisconsin
$1.52M -$6.66K -150 -0.4%
PWM
1015
Pinnacle Wealth Management
California
$1.52M +$36.4K +820 +2%
ZB
1016
Zions Bancorporation
Utah
$1.52M +$24.9K +560 +2%
9WM
1017
9258 Wealth Management
Ohio
$1.51M -$44.4K -1,000 -3%
PWM
1018
Purus Wealth Management
California
$1.51M -$7.11K -160 -0.5%
CIC
1019
Cornercap Investment Counsel
Georgia
$1.5M -$32.4K -730 -2%
BL
1020
Balentine LLC
Georgia
$1.5M -$2.34M -52,620 -61%
CL
1021
CPWM LLC
Washington
$1.5M -$491K -11,070 -25%
QCG
1022
Quadrant Capital Group
Ohio
$1.48M +$84.8K +1,910 +6%
HCM
1023
HMS Capital Management
Tennessee
$1.48M +$71K +1,600 +5%
OC
1024
Oarsman Capital
Wisconsin
$1.47M +$4K +90 +0.3%
WC
1025
Westhampton Capital
North Carolina
$1.47M -$2.22K -50 -0.2%
39 40
41
42 43