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 %
AFG
1076
Alterity Financial Group
Maine
$2.76M -$39K -450 -1%
SIG
1077
Spinnaker Investment Group
California
$2.74M – – –
FBFS
1078
First Business Financial Services
Wisconsin
$2.74M -$35.6K -410 -1%
T
1079
TCWP
Ohio
$2.73M -$888K -10,240 -25%
PA
1080
Procyon Advisors
Connecticut
$2.73M +$686K +7,910 +34%
SIA
1081
Strategic Investment Advisors
Michigan
$2.72M +$17.4K +200 +0.6%
LB
1082
Legacy Bridge
Iowa
$2.71M -$52K -600 -2%
SIA
1083
Schear Investment Advisers
Ohio
$2.71M +$191K +2,200 +8%
CMTU
1084
Capital Markets Trading (UK)
United Kingdom
$2.71M +$656K +7,560 +32%
MWM
1085
Mission Wealth Management
California
$2.7M -$260K -3,000 -9%
MPPW
1086
Mitchell & Pahl Private Wealth
Oklahoma
$2.69M -$35.6K -410 -1%
CFM
1087
Capricorn Fund Managers
United Kingdom
$2.69M +$2.69M +31,000 New
KCM
1088
Kornitzer Capital Management
Kansas
$2.69M +$14.7K +170 +0.6%
WPW
1089
Warther Private Wealth
Ohio
$2.68M -$179K -2,060 -6%
AIM
1090
Aurora Investment Managers
Florida
$2.68M -$125K -1,440 -4%
EH
1091
Equitable Holdings
New York
$2.68M +$372K +4,290 +16%
OL
1092
Optas LLC
Texas
$2.67M -$158K -1,820 -6%
FMTCOCP
1093
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.66M -$3.47K -40 -0.1%
SIA
1094
SeaBridge Investment Advisors
New Jersey
$2.66M -$115K -1,330 -4%
EWM
1095
Evergreen Wealth Management
Michigan
$2.65M -$801K -9,230 -23%
BFA
1096
Beaumont Financial Advisors
Massachusetts
$2.62M +$83.3K +960 +3%
PP
1097
Paloma Partners
Connecticut
$2.62M +$2.62M +30,180 New
HAS
1098
HBW Advisory Services
California
$2.62M -$206K -2,370 -7%
LCM
1099
Leisure Capital Management
California
$2.6M -$62.5K -720 -2%
RS
1100
Robeco Schweiz
Switzerland
$2.6M +$260K +3,000 +11%
42 43
44
45 46