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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 %
NL
1001
NWAM LLC
Washington
$5.11M -$105K -940 -2%
SWA
1002
Stratos Wealth Advisors
Ohio
$5.1M +$1.46M +13,090 +40%
GWANC
1003
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.09M -$63.6K -570 -1%
IPAM
1004
ICICI Prudential Asset Management
India
$5.06M +$961K +8,610 +23%
QCG
1005
Quadrant Capital Group
Ohio
$5.04M +$237K +2,120 +5%
VAS
1006
Vestmark Advisory Solutions
Massachusetts
$5.03M -$244K -2,190 -5%
PAM
1007
Paradigm Asset Management
New York
$5.02M -$112K -1,000 -2%
FMB
1008
Field & Main Bank
Kentucky
$5.01M -$156K -1,400 -3%
CD
1009
Chapin Davis
Maryland
$5.01M -$409K -3,660 -8%
HCP
1010
Hiddenite Capital Partners
New York
$5.01M +$1.46M +13,120 +41%
Tudor Investment Corp
1011
Tudor Investment Corp
Connecticut
$5M -$2.53M -22,660 -34%
PFSC
1012
Peoples Financial Services Corp
Pennsylvania
$5M +$34.6K +310 +0.7%
CFG
1013
Cooper Financial Group
California
$4.99M -$77K -690 -2%
RF
1014
Robbins Farley
New Hampshire
$4.97M -$477K -4,270 -9%
JPWM
1015
Jamison Private Wealth Management
Georgia
$4.97M – – –
CG
1016
Cutler Group
California
$4.97M +$3.68M +33,010 +288%
CIC
1017
Chase Investment Counsel
Virginia
$4.96M -$39.1K -350 -0.8%
WP
1018
Westmount Partners
California
$4.96M – – –
CSIC
1019
Clifford Swan Investment Counsel
California
$4.95M +$4.65M +41,630 +1,536%
CAM
1020
Centre Asset Management
New York
$4.92M -$295K -2,640 -6%
CL
1021
Choreo LLC
Illinois
$4.91M +$143K +1,280 +3%
VFA
1022
Valeo Financial Advisors
Indiana
$4.89M +$434K +3,890 +10%
PDL
1023
Portfolio Design Labs
California
$4.88M +$4.88M +43,680 New
MMA
1024
Miracle Mile Advisors
California
$4.88M +$429K +3,840 +10%
FFA
1025
Fragasso Financial Advisors
Pennsylvania
$4.87M +$29K +260 +0.6%
39 40
41
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