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Broadcom
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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 %
FBC
1026
Fairfield, Bush & Co
Connecticut
$2.33M -$556K -8,670 -19%
WCBA
1027
Weaver C. Barksdale & Associates
Tennessee
$2.31M -$108K -1,690 -4%
MIH
1028
Meitav Investment House
Israel
$2.31M -$250K -3,980 -10%
PAM
1029
Paradigm Asset Management
New York
$2.31M – – –
CWMU
1030
Caliber Wealth Management (Utah)
Utah
$2.28M -$94.9K -1,480 -4%
SG
1031
StoneX Group
New York
$2.27M +$349K +5,440 +18%
EFM
1032
Eley Financial Management
Vermont
$2.27M +$10.9K +170 +0.5%
MMPW
1033
Mitchell McLeod Pugh & Williams
Alabama
$2.26M -$185K -2,890 -8%
FFG
1034
Fortem Financial Group
California
$2.26M -$1.16M -18,030 -34%
KA
1035
Kintegral Advisory
New York
$2.26M -$121K -1,890 -5%
CWAG
1036
Compton Wealth Advisory Group
Virginia
$2.25M +$157K +2,440 +7%
PIMJS
1037
PKO Investment Management Joint-Stock
Poland
$2.25M -$4.17M -65,000 -65%
WI
1038
WrapManager Inc
California
$2.25M -$3.21K -50 -0.1%
UCMOK
1039
United Capital Management of KS
Kansas
$2.24M +$92.4K +1,440 +4%
NO
1040
Ninety One
South Africa
$2.24M -$586K -9,240 -21%
CWS
1041
Confluence Wealth Services
Pennsylvania
$2.23M +$503K +7,840 +29%
BDS
1042
Banco de Sabadell
Florida
$2.22M -$367K -5,720 -14%
HCM
1043
Hengehold Capital Management
Ohio
$2.21M +$2.21M +34,380 New
LHC
1044
Little House Capital
Massachusetts
$2.2M -$473K -7,380 -18%
MWM
1045
Mission Wealth Management
California
$2.19M +$635K +9,900 +41%
SWM
1046
Sugarloaf Wealth Management
Georgia
$2.19M +$2.12M +33,060 +3,061%
RPSA
1047
Richard P. Slaughter Associates
Texas
$2.17M +$2.17M +33,890 New
PWM
1048
Purus Wealth Management
California
$2.17M -$19.2K -300 -0.9%
ACS
1049
Archford Capital Strategies
Illinois
$2.16M +$96.9K +1,540 +5%
WC
1050
Westhampton Capital
North Carolina
$2.16M -$6.42K -100 -0.3%
40 41
42
43 44