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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 %
SACTSONJ
1051
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.07M – – –
IPAM
1052
ICICI Prudential Asset Management
India
$3.05M +$696K +8,380 +30%
CC
1053
Cypress Capital
Tennessee
$3.04M -$43.2K -520 -1%
1SB
1054
1ST Source Bank
Indiana
$3.03M -$183K -2,200 -6%
EWM
1055
Evercore Wealth Management
New York
$3.02M +$87.2K +1,050 +3%
CGL
1056
Clarius Group LLC
Washington
$3.02M -$1.98M -23,810 -40%
KIG
1057
Kennedy Investment Group
New Jersey
$3.01M +$751K +9,040 +33%
GSEP
1058
Golden State Equity Partners
California
$3.01M -$362K -4,360 -11%
HCM
1059
Hengehold Capital Management
Ohio
$3.01M +$49.8K +600 +2%
CFA
1060
Camarda Financial Advisors
Florida
$2.99M -$1.27M -15,260 -30%
CW
1061
CreativeOne Wealth
Kansas
$2.99M -$2.16M -26,000 -42%
CFM
1062
Capricorn Fund Managers
United Kingdom
$2.99M +$415K +5,000 +16%
FBFS
1063
First Business Financial Services
Wisconsin
$2.98M +$357K +4,300 +14%
FFA
1064
Founders Financial Alliance
North Carolina
$2.98M -$101K -1,220 -3%
WA
1065
Wealth Alliance
New York
$2.97M -$459K -5,530 -13%
GAM
1066
Grandview Asset Management
Pennsylvania
$2.97M -$101K -1,210 -3%
IWS
1067
Insight Wealth Strategies
California
$2.97M +$188K +2,260 +7%
FFG
1068
Fortem Financial Group
California
$2.97M -$391K -4,710 -12%
BA
1069
Birinyi Associates
Connecticut
$2.95M +$457K +5,500 +18%
HI
1070
Human Investing
Oregon
$2.94M -$103K -1,240 -3%
Empower Advisory Group
1071
Empower Advisory Group
Colorado
$2.93M -$187K -2,250 -6%
PWM
1072
Purus Wealth Management
California
$2.93M +$29.9K +360 +1%
KA
1073
Kintegral Advisory
New York
$2.92M -$1.66K -20 -0.1%
GEA
1074
Glen Eagle Advisors
New Jersey
$2.92M +$107K +1,290 +4%
EAM
1075
EULAV Asset Management
Florida
$2.91M -$670K -8,060 -19%
41 42
43
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