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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
QCG
1026
Quadrant Capital Group
Ohio
$2.37M +$265K +4,400 +14%
FDS
1027
Freedom Day Solutions
Texas
$2.37M -$197K -3,280 -8%
FWP
1028
FAS Wealth Partners
Kansas
$2.35M -$342K -5,680 -13%
AIA
1029
Affinity Investment Advisors
California
$2.35M -$774K -12,860 -26%
CTC (Chicago Trading Company)
1030
CTC (Chicago Trading Company)
Illinois
$2.35M +$2.23M +37,060 New
ET
1031
Equitable Trust
Tennessee
$2.34M +$24.7K +410 +1%
SC
1032
Savant Capital
Illinois
$2.33M +$801K +13,310 +58%
FBC
1033
Fairfield, Bush & Co
Connecticut
$2.33M -$522K -8,670 -19%
WCBA
1034
Weaver C. Barksdale & Associates
Tennessee
$2.31M -$102K -1,690 -4%
MIH
1035
Meitav Investment House
Israel
$2.31M -$239K -3,980 -10%
PAM
1036
Paradigm Asset Management
New York
$2.31M
CWMU
1037
Caliber Wealth Management (Utah)
Utah
$2.28M -$89K -1,480 -4%
SG
1038
StoneX Group
New York
$2.27M +$327K +5,440 +18%
EFM
1039
Eley Financial Management
Vermont
$2.27M +$10.2K +170 +0.5%
MMPW
1040
Mitchell McLeod Pugh & Williams
Alabama
$2.26M -$174K -2,890 -8%
FFG
1041
Fortem Financial Group
California
$2.26M -$1.08M -18,030 -34%
KA
1042
Kintegral Advisory
New York
$2.26M -$114K -1,890 -5%
CWAG
1043
Compton Wealth Advisory Group
Virginia
$2.25M +$147K +2,440 +7%
PIMJS
1044
PKO Investment Management Joint-Stock
Poland
$2.25M -$3.91M -65,000 -65%
WI
1045
WrapManager Inc
California
$2.25M -$3.01K -50 -0.1%
UCMOK
1046
United Capital Management of KS
Kansas
$2.24M +$86.6K +1,440 +4%
NO
1047
Ninety One
South Africa
$2.24M -$556K -9,240 -21%
CWS
1048
Confluence Wealth Services
Pennsylvania
$2.23M +$472K +7,840 +29%
BDS
1049
Banco de Sabadell
Florida
$2.22M -$344K -5,720 -14%
HCM
1050
Hengehold Capital Management
Ohio
$2.21M +$2.07M +34,380 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.