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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 %
MFG
1051
Merit Financial Group
Georgia
$2.16M +$311K +4,840 +17%
IWS
1052
Insight Wealth Strategies
California
$2.16M -$47.5K -740 -2%
GP
1053
Geneva Partners
Wisconsin
$2.15M +$2.15M +33,530 New
CP
1054
CenterBook Partners
Connecticut
$2.15M -$735K -11,450 -25%
SIA
1055
Schechter Investment Advisors
Michigan
$2.14M +$205K +3,200 +11%
CCM
1056
Community Capital Management
Florida
$2.13M – – –
OC
1057
Oarsman Capital
Wisconsin
$2.13M +$5.77K +90 +0.3%
AWC
1058
Abundance Wealth Counselors
Pennsylvania
$2.13M +$23.1K +360 +1%
ZB
1059
Zions Bancorporation
Utah
$2.12M +$201K +3,130 +10%
WPW
1060
Warther Private Wealth
Ohio
$2.12M +$24.4K +380 +1%
BEI
1061
Benjamin Edwards Inc
Missouri
$2.11M +$1.31M +20,430 +163%
OL
1062
Optas LLC
Texas
$2.09M +$39.1K +610 +2%
WP
1063
WealthShield Partners
North Carolina
$2.09M +$46.2K +720 +2%
HAS
1064
HBW Advisory Services
California
$2.09M +$234K +3,640 +13%
NDSI
1065
Newman Dignan & Sheerar Inc
Rhode Island
$2.08M -$18K -280 -0.9%
EWM
1066
Evercore Wealth Management
New York
$2.07M +$24.4K +380 +1%
AIM
1067
Aurora Investment Managers
Florida
$2.07M -$288K -4,490 -12%
MCAI
1068
Members Capital Advisors Inc
Wisconsin
$2.07M -$420K -6,550 -17%
AFG
1069
Alterity Financial Group
Maine
$2.07M -$1.28K -20 -0.1%
FBFS
1070
First Business Financial Services
Wisconsin
$2.05M -$35.3K -550 -2%
SIA
1071
SeaBridge Investment Advisors
New Jersey
$2.05M -$577K -9,000 -22%
LB
1072
Legacy Bridge
Iowa
$2.04M -$19.2K -300 -0.9%
RCM
1073
RB Capital Management
Nevada
$2.04M +$44.3K +690 +2%
WF
1074
Welch & Forbes
Massachusetts
$2.03M -$28.9K -450 -1%
SIG
1075
Spinnaker Investment Group
California
$2.03M +$6.42K +100 +0.3%
41 42
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