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 %
GAM
1001
Griffin Asset Management
New York
$2.48M +$35.3K +550 +1%
AWE
1002
Avidian Wealth Enterprises
Texas
$2.47M +$317K +4,940 +15%
CG
1003
Castellan Group
Kentucky
$2.45M -$334K -5,200 -12%
CA
1004
Clearstead Advisors
Ohio
$2.44M +$197K +3,070 +9%
PCA
1005
Providence Capital Advisors
North Carolina
$2.44M -$689K -10,740 -22%
CIM
1006
Caldwell Investment Management
Ontario, Canada
$2.44M +$705K +11,000 +41%
SFA
1007
Sequoia Financial Advisors
Ohio
$2.43M +$100K +1,560 +4%
AR
1008
Advisory Research
Illinois
$2.41M +$8.34K +130 +0.3%
CPM
1009
Connective Portfolio Management
New York
$2.41M +$2.41M +38,000 New
IEFM
1010
IQ EQ Fund Management
Ireland
$2.4M +$7.7K +120 +0.3%
BP
1011
Ballentine Partners
Massachusetts
$2.39M +$298K +4,640 +14%
GIM
1012
Groesbeck Investment Management
New Jersey
$2.38M -$5.13K -80 -0.2%
HCM
1013
HMS Capital Management
Tennessee
$2.38M +$505K +7,870 +27%
FFA
1014
Founders Financial Alliance
North Carolina
$2.38M -$16.6K -260 -0.7%
GAM
1015
Grandview Asset Management
Pennsylvania
$2.38M -$92.4K -1,440 -4%
SACTSONJ
1016
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.37M – – –
P
1017
Pitcairn
Pennsylvania
$2.37M -$146K -2,270 -6%
PRS
1018
Pinkerton Retirement Specialists
Idaho
$2.37M +$2.37M +36,920 New
QCG
1019
Quadrant Capital Group
Ohio
$2.37M +$282K +4,400 +14%
FDS
1020
Freedom Day Solutions
Texas
$2.37M -$210K -3,280 -8%
FWP
1021
FAS Wealth Partners
Kansas
$2.35M -$364K -5,680 -13%
AIA
1022
Affinity Investment Advisors
California
$2.35M -$825K -12,860 -26%
CTC (Chicago Trading Company)
1023
CTC (Chicago Trading Company)
Illinois
$2.35M +$2.35M +37,060 New
ET
1024
Equitable Trust
Tennessee
$2.34M +$26.3K +410 +1%
SC
1025
Savant Capital
Illinois
$2.33M +$854K +13,310 +58%
39 40
41
42 43