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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
1051
Baker Ellis Asset Management
Washington
$4.6M +$4.6M +41,220 New
FP
1052
Financial Perspectives
Minnesota
$4.58M +$10K +90 +0.2%
WIS
1053
Wright Investors Service
Connecticut
$4.54M -$2.23K -20 -0%
EH
1054
Equitable Holdings
New York
$4.54M +$768K +6,880 +20%
CCG
1055
Cypress Capital Group
Florida
$4.52M +$256K +2,290 +6%
NHT
1056
New Hampshire Trust
New Hampshire
$4.49M -$87.1K -780 -2%
GSEP
1057
Golden State Equity Partners
California
$4.49M +$444K +3,980 +11%
GBWM
1058
Granite Bay Wealth Management
New Hampshire
$4.47M -$22.7K -240 -0.5%
ISL
1059
Ingalls & Snyder LLC
New York
$4.47M -$310K -2,780 -6%
TCM
1060
Teza Capital Management
Illinois
$4.46M +$4.46M +39,980 New
IEFM
1061
IQ EQ Fund Management
Ireland
$4.45M -$33.5K -300 -0.7%
BPCE
1062
Bank Pictet & Cie (Europe)
Germany
$4.43M -$6.05M -54,220 -58%
DAM
1063
Doheny Asset Management
California
$4.43M -$279K -2,500 -6%
NP
1064
NorthRock Partners
Minnesota
$4.43M +$1.92M +17,260 +76%
AWA
1065
Arete Wealth Advisors
Illinois
$4.42M +$1.16M +10,410 +36%
ZB
1066
Zions Bancorporation
Utah
$4.4M +$188K +1,680 +4%
MIH
1067
Meitav Investment House
Israel
$4.38M +$560K +5,010 +15%
CWS
1068
Confluence Wealth Services
Pennsylvania
$4.38M -$97.1K -870 -2%
CWM
1069
Concentric Wealth Management
California
$4.38M -$115K -1,030 -3%
KIG
1070
Kennedy Investment Group
New Jersey
$4.36M +$314K +2,810 +8%
DBG
1071
De Burlo Group
Massachusetts
$4.36M – – –
HC
1072
Hourglass Capital
Texas
$4.35M -$2.66M -23,820 -38%
9WM
1073
9258 Wealth Management
Ohio
$4.34M +$64.7K +580 +2%
CF
1074
Centaurus Financial
California
$4.33M +$3.35K +30 +0.1%
NLGIA
1075
Nippon Life Global Investors Americas
New York
$4.32M -$313K -2,800 -7%
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