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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 %
VFA
1026
Valeo Financial Advisors
Indiana
$3.31M +$392K +4,720 +13%
MMA
1027
Miracle Mile Advisors
California
$3.31M +$33.2K +400 +1%
MGIA
1028
Moneta Group Investment Advisors
Missouri
$3.3M -$15.8K -190 -0.5%
AG
1029
Advocate Group
Minnesota
$3.29M -$4.78M -57,530 -59%
FWP
1030
FAS Wealth Partners
Kansas
$3.29M +$77.2K +930 +2%
AIM
1031
Allen Investment Management
New York
$3.29M +$16.6K +200 +0.5%
AT
1032
Arden Trust
Delaware
$3.28M -$651K -7,840 -17%
ACS
1033
Archford Capital Strategies
Illinois
$3.25M +$181K +2,180 +6%
CF
1034
Centaurus Financial
California
$3.22M -$344K -4,140 -10%
SC
1035
Syon Capital
California
$3.22M +$3.22M +38,750 New
BHIA
1036
Birch Hill Investment Advisors
Massachusetts
$3.2M -$64.8K -780 -2%
GAG
1037
GM Advisory Group
New York
$3.2M -$31.6K -380 -1%
CA
1038
CGN Advisors
Kansas
$3.2M +$154K +1,850 +5%
MAM
1039
MWA Asset Management
Massachusetts
$3.19M +$3.19M +38,400 New
9WM
1040
9258 Wealth Management
Ohio
$3.18M -$101K -1,220 -3%
CCG
1041
Cypress Capital Group
Florida
$3.17M +$527K +6,350 +20%
ET
1042
Equitable Trust
Tennessee
$3.17M +$259K +3,120 +9%
VF
1043
Virtu Financial
New York
$3.16M +$3.16M +38,080 New
BCM
1044
Becker Capital Management
Oregon
$3.15M -$370K -4,450 -10%
JE
1045
JMAC Enterprises
Pennsylvania
$3.14M -$199K -2,400 -6%
ZB
1046
Zions Bancorporation
Utah
$3.13M +$409K +4,930 +15%
AIA
1047
Alternative Investment Advisors
Florida
$3.12M +$3.12M +37,520 New
JFGIW
1048
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.11M -$197K -2,370 -6%
ACM
1049
Alcosta Capital Management
California
$3.09M +$12.5K +150 +0.4%
GIS
1050
Graphene Investments SAS
France
$3.07M – – –
40 41
42
43 44