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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1001
Moneta Group Investment Advisors
Missouri
$2.52M +$448K +7,440 +23%
FMI
1002
F/M Investments
District of Columbia
$2.51M +$96.9K +1,610 +4%
BTWM
1003
Baker Tilly Wealth Management
Wisconsin
$2.5M +$62.6K +1,040 +3%
MTC
1004
Matrix Trust Company
Colorado
$2.5M +$422K +7,010 +22%
Empower Advisory Group
1005
Empower Advisory Group
Colorado
$2.49M +$2.33M +38,770 New
NHT
1006
New Hampshire Trust
New Hampshire
$2.48M -$359K -5,970 -13%
GAM
1007
Griffin Asset Management
New York
$2.48M +$33.1K +550 +1%
AWE
1008
Avidian Wealth Enterprises
Texas
$2.47M +$297K +4,940 +15%
CG
1009
Castellan Group
Kentucky
$2.45M -$313K -5,200 -12%
CA
1010
Clearstead Advisors
Ohio
$2.44M +$185K +3,070 +9%
PCA
1011
Providence Capital Advisors
North Carolina
$2.44M -$646K -10,740 -22%
CIM
1012
Caldwell Investment Management
Ontario, Canada
$2.44M +$662K +11,000 +41%
SFA
1013
Sequoia Financial Advisors
Ohio
$2.43M +$93.9K +1,560 +4%
MG
1014
Marex Group
$2.42M +$2.27M +37,770 New
AR
1015
Advisory Research
Illinois
$2.41M +$7.82K +130 +0.3%
CPM
1016
Connective Portfolio Management
New York
$2.41M +$2.29M +38,000 New
IEFM
1017
IQ EQ Fund Management
Ireland
$2.4M +$7.22K +120 +0.3%
BP
1018
Ballentine Partners
Massachusetts
$2.39M +$279K +4,640 +14%
GIM
1019
Groesbeck Investment Management
New Jersey
$2.38M -$4.81K -80 -0.2%
HCM
1020
HMS Capital Management
Tennessee
$2.38M +$473K +7,870 +27%
FFA
1021
Founders Financial Alliance
North Carolina
$2.38M -$15.6K -260 -0.7%
GAM
1022
Grandview Asset Management
Pennsylvania
$2.38M -$86.6K -1,440 -4%
SACTSONJ
1023
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.37M
P
1024
Pitcairn
Pennsylvania
$2.37M -$137K -2,270 -6%
PRS
1025
Pinkerton Retirement Specialists
Idaho
$2.37M +$2.22M +36,920 New

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.