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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 %
ISL
1001
Ingalls & Snyder LLC
New York
$3.56M -$84.7K -1,020 -2%
CL
1002
Choreo LLC
Illinois
$3.55M +$195K +2,350 +6%
PTC
1003
Private Trust Company
Ohio
$3.51M +$184K +2,210 +6%
SCP
1004
Stamos Capital Partners
California
$3.51M +$490K +5,900 +16%
DAM
1005
Doheny Asset Management
California
$3.51M -$415K -5,000 -11%
USCWA
1006
U.S. Capital Wealth Advisors
Texas
$3.5M +$470K +5,660 +16%
RPCONE
1007
Retirement Planning Company of New England
Rhode Island
$3.5M +$1.87M +22,540 +115%
DIA
1008
Dean Investment Associates
Ohio
$3.47M -$12.5K -150 -0.4%
NLGIA
1009
Nippon Life Global Investors Americas
New York
$3.45M +$174K +2,100 +5%
BHA
1010
Beech Hill Advisors
New York
$3.44M -$2.33M -28,030 -40%
LAM
1011
L2 Asset Management
Massachusetts
$3.44M -$43.1M -48,970 -93%
CIAS
1012
Capital Investment Advisory Services
North Carolina
$3.42M +$72.3K +870 +2%
HH
1013
Hilltop Holdings
Texas
$3.41M -$131K -1,580 -4%
NHT
1014
New Hampshire Trust
New Hampshire
$3.41M +$146K +1,760 +4%
FP
1015
Financial Perspectives
Minnesota
$3.4M -$10.8K -130 -0.3%
RIL
1016
Rothschild Investment LLC
Illinois
$3.4M +$132K +1,590 +4%
WIS
1017
Wright Investors Service
Connecticut
$3.38M -$405K -4,880 -11%
GF
1018
Gabelli Funds
New York
$3.37M – – –
MPPLM
1019
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.35M +$366K +4,410 +12%
CWM
1020
Concentric Wealth Management
California
$3.34M -$8.31K -100 -0.2%
IEFM
1021
IQ EQ Fund Management
Ireland
$3.33M +$128K +1,540 +4%
SC
1022
Savant Capital
Illinois
$3.33M +$208K +2,500 +7%
CWS
1023
Confluence Wealth Services
Pennsylvania
$3.33M +$249K +3,000 +8%
PRS
1024
Pinkerton Retirement Specialists
Idaho
$3.33M -$185K -2,230 -5%
HAS
1025
HBW Advisory Services
California
$3.33M +$824K +9,920 +33%
39 40
41
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