AVGO icon

Broadcom
AVGO

Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
OCBCO
1051
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.92M +$1.36M +15,670 +87%
SF
1052
Symphony Financial
Texas
$2.9M +$1.67M +19,370 +136%
IWS
1053
Insight Wealth Strategies
California
$2.9M -$13K -150 -0.4%
HCM
1054
HMS Capital Management
Tennessee
$2.9M -$320K -3,690 -10%
WSTAM
1055
Wilbanks Smith & Thomas Asset Management
Virginia
$2.9M +$265K +3,050 +10%
SIA
1056
Schechter Investment Advisors
Michigan
$2.89M -$867 -10 -0%
AWC
1057
Abundance Wealth Counselors
Pennsylvania
$2.89M +$17.3K +200 +0.6%
DWT
1058
Dorsey & Whitney Trust
South Dakota
$2.87M +$202K +2,330 +8%
IA
1059
IFP Advisors
Florida
$2.85M +$835K +9,620 +41%
RCA
1060
Ranch Capital Advisors
Florida
$2.84M -$814K -9,380 -22%
ZB
1061
Zions Bancorporation
Utah
$2.84M -$20.8K -240 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
1062
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.84M +$2.17M +25,050 +327%
OC
1063
Oarsman Capital
Wisconsin
$2.84M -$38.2K -440 -1%
BEI
1064
Benjamin Edwards Inc
Missouri
$2.81M -$45.1K -520 -2%
CWMU
1065
Caliber Wealth Management (Utah)
Utah
$2.81M -$274K -3,160 -9%
OAM
1066
Ostrum Asset Management
France
$2.8M +$357K +4,110 +15%
WC
1067
Westhampton Capital
North Carolina
$2.79M -$134K -1,550 -5%
NDSI
1068
Newman Dignan & Sheerar Inc
Rhode Island
$2.78M -$35.6K -410 -1%
PMEF
1069
Point72 Middle East FZE
United Arab Emirates
$2.78M -$1.05M -12,140 -28%
CG
1070
Castellan Group
Kentucky
$2.77M -$541K -6,240 -16%
CWP
1071
Concord Wealth Partners
Virginia
$2.77M +$1.03M +11,920 +60%
WF
1072
Welch & Forbes
Massachusetts
$2.77M +$16.5K +190 +0.6%
WMSA
1073
Weiss Multi-Strategy Advisers
New York
$2.76M -$1.86M -21,490 -40%
SSA
1074
Schonfeld Strategic Advisors
New York
$2.76M -$2.67M -30,740 -49%
CCG
1075
Cypress Capital Group
Florida
$2.76M +$777K +8,960 +39%
41 42
43
44 45