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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
LHC
1051
Little House Capital
Massachusetts
$2.2M -$444K -7,380 -18%
MWM
1052
Mission Wealth Management
California
$2.19M +$596K +9,900 +41%
SWM
1053
Sugarloaf Wealth Management
Georgia
$2.19M +$1.99M +33,060 +3,061%
RPSA
1054
Richard P. Slaughter Associates
Texas
$2.17M +$2.04M +33,890 New
PWM
1055
Purus Wealth Management
California
$2.17M -$18K -300 -0.9%
ACS
1056
Archford Capital Strategies
Illinois
$2.16M +$92.7K +1,540 +5%
WC
1057
Westhampton Capital
North Carolina
$2.16M -$6.02K -100 -0.3%
MFG
1058
Merit Financial Group
Georgia
$2.16M +$291K +4,840 +17%
IWS
1059
Insight Wealth Strategies
California
$2.16M -$44.5K -740 -2%
GP
1060
Geneva Partners
Wisconsin
$2.15M +$2.02M +33,530 New
CP
1061
CenterBook Partners
Connecticut
$2.15M -$689K -11,450 -25%
SIA
1062
Schechter Investment Advisors
Michigan
$2.14M +$193K +3,200 +11%
CCM
1063
Community Capital Management
Florida
$2.13M
OC
1064
Oarsman Capital
Wisconsin
$2.13M +$5.42K +90 +0.3%
AWC
1065
Abundance Wealth Counselors
Pennsylvania
$2.13M +$21.7K +360 +1%
ZB
1066
Zions Bancorporation
Utah
$2.12M +$188K +3,130 +10%
WPW
1067
Warther Private Wealth
Ohio
$2.12M +$22.9K +380 +1%
BEI
1068
Benjamin Edwards Inc
Missouri
$2.11M +$1.23M +20,430 +163%
OL
1069
Optas LLC
Texas
$2.09M +$36.7K +610 +2%
WP
1070
WealthShield Partners
North Carolina
$2.09M +$43.3K +720 +2%
HAS
1071
HBW Advisory Services
California
$2.09M +$219K +3,640 +13%
NDSI
1072
Newman Dignan & Sheerar Inc
Rhode Island
$2.08M -$16.8K -280 -0.9%
EWM
1073
Evercore Wealth Management
New York
$2.07M +$22.9K +380 +1%
AIM
1074
Aurora Investment Managers
Florida
$2.07M -$270K -4,490 -12%
MCAI
1075
Members Capital Advisors Inc
Wisconsin
$2.07M -$394K -6,550 -17%

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.